Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
B
826
Bailard
California
$3.63B +$6.61M +0.2% 834
PS
827
Principal Securities
Iowa
$3.63B +$418M +13% 3,511
MMA
828
Mizuho Markets Americas
New York
$3.63B -$40.5M -1% 223
VA
829
Vident Advisory
Georgia
$3.62B -$1.18B -25% 1,533
HI
830
Horizon Investments
North Carolina
$3.62B -$194M -5% 866
CAC
831
Cowen and Company
New York
$3.61B +$1.05B +41% 743
BHC
832
Bowen Hanes & Co
Florida
$3.61B +$110M +3% 155
PFA
833
Pure Financial Advisors
California
$3.6B +$408M +13% 331
PFS
834
Prospera Financial Services
Texas
$3.6B +$240M +7% 1,201
WTC
835
WhitTier Trust Company
Nevada
$3.6B +$109M +3% 1,312
MIHAS
836
Maj Invest Holding A/S
Denmark
$3.6B -$94.6M -3% 39
GVAG
837
Great Valley Advisor Group
Delaware
$3.57B +$281M +9% 819
FAM
838
Foxhaven Asset Management
Virginia
$3.57B -$138M -4% 25
BI
839
BVF Inc
California
$3.57B -$69.4M -2% 66
VH
840
ValueAct Holdings
California
$3.56B -$987M -22% 12
ACA
841
Anchor Capital Advisors
Massachusetts
$3.56B -$260M -7% 251
KIM
842
Karpus Investment Management
New York
$3.55B +$85.1M +2% 252
CIC
843
Chilton Investment Company
Connecticut
$3.55B -$101M -3% 186
BG
844
Bollard Group
Massachusetts
$3.54B +$238M +7% 307
DT
845
Diversified Trust
Tennessee
$3.54B +$221M +7% 957
RA
846
RPOA Advisors
Texas
$3.53B +$6.94M +0.2% 9
UOC
847
UBS O'Connor
Illinois
$3.52B +$53.7M +2% 595
IA
848
Investor AB
Sweden
$3.51B -$168M -5% 10
TI
849
Truepoint Inc
Ohio
$3.51B -$13.5M -0.4% 126
SI
850
Scharf Investments
California
$3.51B -$188M -5% 64