We are live on ! Find out more

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)
WestEnd Advisors
901
WestEnd Advisors
North Carolina
$4.03B +$265M +7% 9.59% 59.9% 376 6.38% 1.5
OFI Invest Asset Management
902
OFI Invest Asset Management
France
$4.03B +$224M +6% 16.1% – 389 26.48% 1.4
NEI
903
Northwest & Ethical Investments
Ontario, Canada
$4.03B +$344M +9% 11.9% 78.1% 554 26.9% 3.4
E. Ohman J:or Asset Management
904
E. Ohman J:or Asset Management
Sweden
$4.03B +$264M +7% 16.5% 110% 423 7.33% 5.7
Truepoint Inc
905
Truepoint Inc
Ohio
$4.02B +$330M +9% 7.71% 43.4% 143 9.09% 4.2
MA
906
Mutual Advisors
Nebraska
$4B +$510M +15% 7.97% 68.1% 1,206 13.35% 3.3
OrbiMed
907
OrbiMed
New York
$4B -$191M -5% 7.88% 393% 128 34.38% 2.5
Jasper Ridge Partners
908
Jasper Ridge Partners
California
$4B +$884M +28% 12.2% 84.2% 150 2.67% 4.8
Cassaday & Co Wealth Management
909
Cassaday & Co Wealth Management
Virginia
$4B +$440M +12% 11.3% 70% 343 10.79% 1.9
AlTi Global
910
AlTi Global
New York
$3.99B +$171M +4% 8.05% – 445 19.78% 1.1
Stonegate Investment Group
911
Stonegate Investment Group
Alabama
$3.98B +$240M +6% 8.26% 88.8% 463 13.39% 1.9
SCA
912
Southpoint Capital Advisors
New York
$3.97B -$216M -5% 14.1% 124% 49 38.78% 1.3
Fidelity National Financial
913
Fidelity National Financial
Florida
$3.97B -$514M -11% 10.8% 2.54% 14 7.14% 3.1
Bowen Hanes & Co
914
Bowen Hanes & Co
Florida
$3.96B +$368M +10% 14.7% 134% 155 11.61% 6.8
NEPC LLC
915
NEPC LLC
Massachusetts
$3.95B +$339M +9% 4.04% 21.3% 50 6% 2.8
Summit Partners Public Asset Management
916
Summit Partners Public Asset Management
Massachusetts
$3.95B +$59.3M +2% 35.9% 1,167% 206 66.02% 0.5
Harbour Investments
917
Harbour Investments
Wisconsin
$3.95B +$450M +13% 8.51% 62.7% 3,759 9.47% 2.8
Caxton Associates (UK)
918
Caxton Associates (UK)
$3.94B +$1.07B +37% 18.2% – 972 54.73% 0.2
Bleakley Financial Group
919
Bleakley Financial Group
New Jersey
$3.94B +$822M +26% 10.8% 93.8% 591 18.1% 1.9
Oribel Capital Management
920
Oribel Capital Management
New York
$3.92B +$1.47B +60% 23.3% 337% 169 80.47% 0.2
Quantbot Technologies
921
Quantbot Technologies
New York
$3.9B +$760M +24% 8.56% 33.6% 2,020 50.84% 0.5
Metis Global Partners
922
Metis Global Partners
California
$3.88B +$320M +9% 12.4% 117% 818 9.66% 2.6
W.K. Kellogg Foundation Trust
923
W.K. Kellogg Foundation Trust
Michigan
$3.87B -$304M -7% 4.5% 25.5% 2 0% 6.8
Nicholas Hoffman & Company
924
Nicholas Hoffman & Company
Georgia
$3.87B +$1.24B +47% 12.4% 65.1% 312 10.9% 4.9
First Horizon Advisors
925
First Horizon Advisors
Tennessee
$3.85B +$298M +8% 7.75% 55.2% 2,575 19.57% 4.5