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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)
Close Asset Management
901
Close Asset Management
United Kingdom
$4.51B +$13.5M +0.3% 6.51% 114% 287 11.15% 4.1
Valeo Financial Advisors
902
Valeo Financial Advisors
Indiana
$4.5B +$110M +3% 3.91% 82.7% 922 19.85% 3.7
Zevenbergen Capital Investments
903
Zevenbergen Capital Investments
Washington
$4.5B -$648M -13% 2.67% 273% 111 12.61% 4.9
DFO
904
Duquesne Family Office
New York
$4.49B +$432M +11% 16.3% 345% 93 63.44% 0.5
AlphaCore Capital
905
AlphaCore Capital
California
$4.48B +$1.51B +51% 2.87% 85.9% 1,465 29.15% 0.8
NAM
906
NorthCrest Asset Manangement
Minnesota
$4.48B +$297M +7% 4.19% 135% 858 18.41% 2
Independent Financial Group
907
Independent Financial Group
California
$4.48B +$316M +8% 2.67% 149% 1,509 17.03% 2.5
Copeland Capital Management
908
Copeland Capital Management
Pennsylvania
$4.48B -$320M -7% 0.04% 56.7% 311 10.93% 3.4
Evergreen Capital Management
909
Evergreen Capital Management
Washington
$4.48B +$269M +6% 4.1% 77.2% 1,535 22.8% 2.6
FC
910
Freemont Capital
Singapore
$4.47B -$105M -2% 1.33% 31.6% 11 54.55% 1.1
Y-Intercept (HK)
911
Y-Intercept (HK)
Hong Kong
$4.47B +$303M +7% 1.63% 34.4% 2,087 56.68% 0.4
Robeco Schweiz
912
Robeco Schweiz
Switzerland
$4.46B +$14.9M +0.3% 7.15% 148% 139 15.11% 4.3
DACG
913
Donor Advised Charitable Giving
California
$4.46B -$502M -10% 0.13% 365% 53 41.51% 2.8
IFP Advisors
914
IFP Advisors
Florida
$4.45B +$604M +16% 2.63% 73.2% 5,084 8.97% 3.6
CCMIC
915
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4.45B +$991M +29% 4.53% 77.8% 78 11.54% 4.8
NEI
916
Northwest & Ethical Investments
Ontario, Canada
$4.44B +$206M +5% 2.94% 78.1% 559 21.29% 3.4
Truepoint Inc
917
Truepoint Inc
Ohio
$4.44B +$145M +3% 1.27% 43.4% 155 12.9% 4.3
BW Gestao de Investimentos
918
BW Gestao de Investimentos
Brazil
$4.43B +$2.14B +94% 5.18% 95.1% 248 69.76% 0.5
LP
919
Linonia Partnership
New York
$4.42B +$601M +16% 1.4% – 12 16.67% 1.6
Valley Forge Capital Management
920
Valley Forge Capital Management
Florida
$4.41B +$254M +6% 6.85% 49% 9 0% 6.3
MTIM
921
Marathon Trading Investment Management
Pennsylvania
$4.41B +$2.96B +204% 3.4% 143% 413 41.16% 1.2
Kayne Anderson Capital Advisors
922
Kayne Anderson Capital Advisors
California
$4.4B -$152M -3% 2.09% 83% 55 29.09% 5.1
SONA Asset Management (US)
923
SONA Asset Management (US)
New York
$4.39B +$292M +7% 2.2% 41% 207 55.07% 0.4
Caisse Des Depots Et Consignations
924
Caisse Des Depots Et Consignations
France
$4.39B +$2.04B +87% 6.23% – 237 19.83% 0.8
SCGE Management
925
SCGE Management
California
$4.39B -$733M -14% 0.26% 154% 27 37.04% 1.9