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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)
Pure Financial Advisors
826
Pure Financial Advisors
California
$4.17B +$561M +16% 6.32% 47.2% 343 13.7% 3.2
AlTi Global
827
AlTi Global
New York
$4.16B +$437M +12% 6.37% – 415 15.66% 0.6
Canoe Financial
828
Canoe Financial
Alberta, Canada
$4.16B -$1.24B -23% 8.41% 76.5% 117 45.3% 0.7
Mill Creek Capital Advisors
829
Mill Creek Capital Advisors
Pennsylvania
$4.15B +$223M +6% 6.33% 50.3% 275 15.27% 1.4
Jericho Capital Asset Management
830
Jericho Capital Asset Management
New York
$4.15B +$822M +25% 13.5% 573% 30 46.67% 0.6
Skye Global Management
831
Skye Global Management
Florida
$4.14B -$278M -6% 1.88% 77.8% 40 30% 1.4
Principal Securities
832
Principal Securities
Iowa
$4.14B +$507M +14% 6.11% – 3,578 9.28% 0.7
Mission Wealth Management
833
Mission Wealth Management
California
$4.13B +$356M +9% 6.41% 92.1% 719 9.32% 3.5
EULAV Asset Management
834
EULAV Asset Management
Florida
$4.11B +$409M +11% 10% 90.7% 173 6.36% 6.4
Advent Capital Management
835
Advent Capital Management
New York
$4.11B -$58.7M -1% 1.18% 2.9% 249 30.92% 1.1
Country Trust Bank
836
Country Trust Bank
Illinois
$4.09B +$134M +3% 5.19% 76.2% 403 12.9% 4.3
AOI
837
Auto-Owners Insurance
Michigan
$4.09B +$301M +8% 8% 82.2% 116 0.86% 1.7
DACG
838
Donor Advised Charitable Giving
California
$4.08B -$182M -4% 1.54% 365% 40 22.5% 2.7
WestEnd Advisors
839
WestEnd Advisors
North Carolina
$4.08B +$206M +5% 6.76% 59.9% 404 11.14% 0.8
Axxcess Wealth Management
840
Axxcess Wealth Management
California
$4.07B +$296M +8% 6.55% 73.6% 955 19.06% 1.4
Trillium Asset Management
841
Trillium Asset Management
Massachusetts
$4.07B +$113M +3% 5.89% 81.7% 248 8.06% 6.1
Causeway Capital Management
842
Causeway Capital Management
California
$4.07B +$401M +11% 11.3% 72.8% 105 21.9% 2.9
Great Valley Advisor Group
843
Great Valley Advisor Group
Delaware
$4.07B +$495M +14% 5.82% 73.9% 850 11.06% 2.7
DCP
844
Darsana Capital Partners
New York
$4.06B +$403M +11% 13% 144% 17 29.41% 1.5
UBS O'Connor
845
UBS O'Connor
Illinois
$4.05B +$503M +14% 6.07% 180% 654 42.05% 1
E. Ohman J:or Asset Management
846
E. Ohman J:or Asset Management
Sweden
$4.04B +$9.94M +0.2% 5.33% 110% 430 8.6% 5.3
Summit Trail Advisors
847
Summit Trail Advisors
New York
$4.03B +$229M +6% 4.76% 74.8% 747 21.29% 1.7
Orgel Wealth Management
848
Orgel Wealth Management
Wisconsin
$4B +$291M +8% 5.36% 39.6% 81 3.7% 3.5
ClearBridge Investments (Australia)
849
ClearBridge Investments (Australia)
Australia
$3.99B +$570M +17% 16.7% 27.2% 28 25% 3.8
Hamlin Capital Management
850
Hamlin Capital Management
New York
$3.98B +$587M +17% 10.6% 67.9% 26 3.85% 4.1