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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 Avg Holding
Period (Yrs)
LGP
776
Leonard Green & Partners
California
$4.57B -$137M -3% 11.1% 53.9% 12 0% 3.4
HA
777
HHLR Advisors
Cayman Islands
$4.56B +$501M +12% 32.7% 137% 82 46.34% 2.3
First Citizens Bank & Trust
778
First Citizens Bank & Trust
North Carolina
$4.55B -$751M -14% 7.5% 69% 482 12.86% 3.7
Kennedy Capital Management
779
Kennedy Capital Management
Missouri
$4.53B -$150M -3% 11% 140% 765 19.48% 2.8
Circle Wealth Management
780
Circle Wealth Management
New Jersey
$4.52B +$182M +4% 7.36% 71.8% 228 12.28% 3.1
Junto Capital Management
781
Junto Capital Management
New York
$4.51B -$372M -8% 8.98% 122% 114 69.3% 0.4
SCM
782
Steadfast Capital Management
New York
$4.5B -$253M -5% 12.5% 173% 69 42.03% 0.9
Valley Forge Capital Management
783
Valley Forge Capital Management
Florida
$4.5B +$632M +16% 17.3% 49% 8 0% 6.1
Sit Investment Associates
784
Sit Investment Associates
Minnesota
$4.48B +$135M +3% 5.35% 49.6% 573 12.74% 4.8
Investment Management Corp of Ontario (IMCO)
785
Investment Management Corp of Ontario (IMCO)
Canada
$4.48B +$785M +21% 7.11% 241% 680 6.03% 0.9
Merit Financial Group
786
Merit Financial Group
Georgia
$4.47B -$63M -1% 6.12% 67.3% 981 22.63% 2.2
Sumitomo Mitsui Financial Group
787
Sumitomo Mitsui Financial Group
Japan
$4.45B +$1.24B +38% 13.3% 55.6% 198 23.74% 3.7
IP
788
Interval Partners
New York
$4.45B -$136M -3% 9.24% 106% 477 56.18% 0.6
Catalyst Capital Advisors
789
Catalyst Capital Advisors
New York
$4.44B +$107M +2% 7.11% 62.7% 559 31.13% 2.1
LT
790
Lindsell Train
United Kingdom
$4.43B +$96.7M +2% 11.8% 39.9% 29 0% 5.6
Dakota Wealth Management
791
Dakota Wealth Management
Florida
$4.43B +$170M +4% 4.82% 112% 779 12.97% 2.3
Quadrature Capital
792
Quadrature Capital
United Kingdom
$4.41B -$1.55B -26% 9.15% 212% 1,486 64.54% 0.4
Curi RMB Capital
793
Curi RMB Capital
Illinois
$4.4B +$233M +6% 7.7% 81.4% 563 11.01% 4.3
Boothbay Fund Management
794
Boothbay Fund Management
New York
$4.4B +$174M +4% 9.86% 328% 2,057 52.99% 0.8
Ancora Advisors
795
Ancora Advisors
Ohio
$4.39B +$356M +9% 9.43% 74.2% 2,036 15.82% 3.5
Marex Group
796
Marex Group
$4.38B +$659M +18% 5.55% 254% 803 43.96% 0.5
ValueAct Holdings
797
ValueAct Holdings
California
$4.37B +$818M +23% 8.95% 78.7% 16 68.75% 0.7
SONA Asset Management (US)
798
SONA Asset Management (US)
New York
$4.37B +$1.17B +36% 3.42% 41% 111 41.44% 0.3
Martingale Asset Management
799
Martingale Asset Management
Massachusetts
$4.36B -$266M -6% 9.69% 88.6% 863 18.66% 3.1
Forvis Mazars Wealth Advisors
800
Forvis Mazars Wealth Advisors
Missouri
$4.35B +$345M +9% 6.09% 68.2% 444 14.64% 4.5