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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)
Intermede Investment Partners
901
Intermede Investment Partners
United Kingdom
$3.75B -$1.04B -22% 1.79% 76.7% 34 5.88% 3.8
Palisade Capital Management
902
Palisade Capital Management
New Jersey
$3.75B -$24.1M -0.6% 2.53% 70.5% 391 11.25% 4
Truepoint Inc
903
Truepoint Inc
Ohio
$3.74B +$13.1M +0.4% 1.31% 43.4% 139 15.11% 3.9
Kohlberg Kravis Roberts & Co
904
Kohlberg Kravis Roberts & Co
New York
$3.73B -$3.73B -50% 8.61% 314% 71 4.23% 1.6
Bowen Hanes & Co
905
Bowen Hanes & Co
Florida
$3.73B -$81.7M -2% 2.59% 134% 159 10.69% 6.5
FAM
906
Foxhaven Asset Management
Virginia
$3.73B +$157M +4% 9.75% 88.2% 22 18.18% 3.2
Lingotto Investment Management
907
Lingotto Investment Management
United Kingdom
$3.73B +$259M +7% 7.91% 388% 58 29.31% 1.5
NEPC LLC
908
NEPC LLC
Massachusetts
$3.73B +$409M +12% 3.68% 21.3% 47 12.77% 2.5
DFO
909
Duquesne Family Office
New York
$3.72B +$771M +26% 13.3% 345% 99 45.45% 0.5
Concurrent Investment Advisors
910
Concurrent Investment Advisors
Florida
$3.71B +$327M +10% 2.57% – 1,225 19.43% 0.7
Aspex Management (HK)
911
Aspex Management (HK)
Hong Kong
$3.7B -$76.1M -2% 1.87% 209% 38 36.84% 1.5
RPOA Advisors
912
RPOA Advisors
Texas
$3.7B -$64.9M -2% 1.54% – 8 0% 1
Aquatic Capital Management
913
Aquatic Capital Management
Illinois
$3.69B -$128M -3% 1.81% 51.9% 1,682 57.91% 0.4
Empirical Wealth Management
914
Empirical Wealth Management
Washington
$3.69B +$122M +3% 1.09% 78.8% 630 11.75% 3.6
Banque de Luxembourg Investments (BLI)
915
Banque de Luxembourg Investments (BLI)
Luxembourg
$3.68B – – 0.77% – 134 – 0
NEI
916
Northwest & Ethical Investments
Ontario, Canada
$3.68B -$106M -3% 0.4% 78.1% 579 27.29% 3.3
Marsico Capital Management
917
Marsico Capital Management
Colorado
$3.68B +$98M +3% 13.2% 288% 74 28.38% 2.6
Cassaday & Co Wealth Management
918
Cassaday & Co Wealth Management
Virginia
$3.66B +$128M +4% 1.47% 70% 341 14.96% 1.5
World Investment Advisors
919
World Investment Advisors
California
$3.65B +$466M +15% 1.1% 65.4% 1,062 20.72% 1
PCM
920
Palestra Capital Management
New York
$3.65B +$617M +20% 12.3% 236% 43 32.56% 1.3
AMG National Trust Bank
921
AMG National Trust Bank
Colorado
$3.64B -$73.4M -2% 1.07% 61.4% 473 12.47% 4.4
CFM
922
Comprehensive Financial Management
California
$3.63B +$39.4M +1% 6.56% 33.7% 46 15.22% 3.5
Partners Capital Investment Group
923
Partners Capital Investment Group
Massachusetts
$3.63B -$2.62B -42% 0.81% 47.5% 182 34.62% 3.1
Perceptive Advisors
924
Perceptive Advisors
New York
$3.63B -$1.1B -23% 11.8% 1,707% 130 40.77% 1.9
Corvex Management
925
Corvex Management
New York
$3.63B +$1.05B +41% 9.52% 95.8% 41 31.71% 1.5