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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)
Caprock Group
876
Caprock Group
Idaho
$4.73B +$675M +17% 4.11% – 1,310 23.51% 2.5
MP
877
MFN Partners
Massachusetts
$4.73B -$220M -4% 0.84% 172% 11 18.18% 2.8
Kennedy Capital Management
878
Kennedy Capital Management
Missouri
$4.72B +$198M +4% 5.04% 140% 594 17.17% 3.1
TD Private Client Wealth
879
TD Private Client Wealth
New York
$4.69B +$255M +6% 1.78% 57% 1,734 17.42% 3.3
NEPC LLC
880
NEPC LLC
Massachusetts
$4.69B +$893M +24% 0.38% 21.3% 53 11.32% 3.1
MA
881
Mutual Advisors
Nebraska
$4.67B +$124M +3% 2.48% 68.1% 1,356 10.69% 3.4
AlTi Global
882
AlTi Global
New York
$4.66B +$401M +9% 3.15% – 472 13.35% 1.4
Callan Family Office
883
Callan Family Office
Pennsylvania
$4.65B +$1.52B +48% 4.14% 93.4% 1,130 26.64% 0.8
Voleon Capital Management
884
Voleon Capital Management
California
$4.65B +$555M +14% 4.5% – 1,063 44.5% 0.4
Bain Capital Investors
885
Bain Capital Investors
Massachusetts
$4.62B +$1.27B +38% 20.5% 91.1% 7 14.29% 3
Aristeia Capital
886
Aristeia Capital
Connecticut
$4.61B +$340M +8% 0.34% 73.2% 741 45.48% 0.6
Vaughan David Investments
887
Vaughan David Investments
Illinois
$4.6B -$38.5M -0.8% 0.72% 69.5% 235 7.66% 7.2
Dragoneer Investment Group
888
Dragoneer Investment Group
California
$4.59B +$56.9M +1% 5.17% 77.3% 31 29.03% 2
HighPoint Advisor Group
889
HighPoint Advisor Group
Illinois
$4.55B +$2.45B +117% 2.99% – 1,096 40.05% 2.9
ArrowMark Colorado Holdings
890
ArrowMark Colorado Holdings
Colorado
$4.54B -$840M -16% 6.03% 92.5% 329 13.98% 3.5
Stockbridge Partners
891
Stockbridge Partners
Massachusetts
$4.54B -$629M -12% 0.27% 93.5% 15 20% 3.6
Junto Capital Management
892
Junto Capital Management
New York
$4.54B -$343M -7% 4.86% 122% 110 70.91% 0.4
Orgel Wealth Management
893
Orgel Wealth Management
Wisconsin
$4.53B +$149M +3% 1.13% 39.6% 94 8.51% 3.8
Maven Securities
894
Maven Securities
Jersey
$4.53B +$480M +12% 9.75% 135% 583 47% 0.9
Resolution Capital
895
Resolution Capital
Australia
$4.52B -$614M -12% 0.57% 59.8% 42 11.9% 3.1
Ontario Teachers' Pension Plan Board
896
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.52B +$178M +4% 0.31% 40% 203 30.54% 1.3
Bailard
897
Bailard
California
$4.52B -$85.5M -2% 3.12% 105% 897 30.43% 3.7
Kovitz Investment Group Partners
898
Kovitz Investment Group Partners
Illinois
$4.52B -$21.1B -82% 4.33% 87.5% 1,404 67.24% 3.2
CastleKnight Management
899
CastleKnight Management
New York
$4.51B -$561M -11% 5.69% 259% 508 41.73% 1.3
Jasper Ridge Partners
900
Jasper Ridge Partners
California
$4.51B +$72.9M +2% 1.15% 84.2% 150 10% 5.4