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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)
Pinnacle Financial Partners (Tennessee)
926
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.18B -$577M -12% 7.02% 86% 536 19.78% 6
TMC
927
Toyota Motor Corp
Japan
$4.17B +$970M +30% 33.4% 78.9% 4 0% 4.1
Brighton Jones LLC
928
Brighton Jones LLC
Washington
$4.17B +$477M +13% 7.11% 97.9% 1,066 16.7% 2.7
Arkadios Wealth Advisors
929
Arkadios Wealth Advisors
Georgia
$4.17B +$777M +23% 8.35% 91.1% 1,535 17.98% 1.8
Y-Intercept (HK)
930
Y-Intercept (HK)
Hong Kong
$4.17B +$77.9M +2% 7.92% 34.4% 2,159 56.6% 0.3
Independent Financial Group
931
Independent Financial Group
California
$4.17B +$536M +15% 10.3% 149% 1,444 17.04% 2.4
Valley Forge Capital Management
932
Valley Forge Capital Management
Florida
$4.16B -$370M -8% 7.38% 49% 9 0% 6.1
Wilmington Savings Fund Society
933
Wilmington Savings Fund Society
Delaware
$4.15B -$1.47B -26% 7.49% – 2,112 38.07% 2.8
SA
934
Situational Awareness
California
$4.14B +$2.02B +95% 46.9% – 31 80.65% 0.1
Nicholas Hoffman & Company
935
Nicholas Hoffman & Company
Georgia
$4.13B +$260M +7% 6.09% 65.1% 317 7.26% 5.1
CCM
936
Candlestick Capital Management
Connecticut
$4.12B -$1.11B -21% 9.22% 244% 100 72% 0.5
DJE Kapital
937
DJE Kapital
Germany
$4.12B $0 0% 9.47% – 105 0% 0.7
AMG National Trust Bank
938
AMG National Trust Bank
Colorado
$4.12B +$300M +8% 7.88% 61.4% 467 7.71% 4.9
SFM
939
Systematic Financial Management
New Jersey
$4.11B +$365M +10% 11.8% 120% 248 2.42% 7.4
Trian Fund Management
940
Trian Fund Management
New York
$4.11B +$315M +8% 12% 106% 10 30% 5.9
SONA Asset Management (US)
941
SONA Asset Management (US)
New York
$4.1B +$543M +15% 4.13% 41% 185 57.84% 0.3
Banque Transatlantique
942
Banque Transatlantique
France
$4.1B +$473M +13% 9.32% – 271 13.28% 0.6
CreativeOne Wealth
943
CreativeOne Wealth
Kansas
$4.1B +$278M +7% 7.48% 67.6% 1,232 17.05% 2.2
Voleon Capital Management
944
Voleon Capital Management
California
$4.09B +$2.27B +125% 13.5% – 930 54.41% 0.3
Oversea-Chinese Banking Corp (OCBC)
945
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.09B +$439M +12% 11.3% 143% 378 28.31% 1.4
HA
946
HHLR Advisors
Cayman Islands
$4.09B +$986M +32% 31.7% 137% 41 31.71% 3
LT
947
Lindsell Train
United Kingdom
$4.08B -$167M -4% 5.05% 39.9% 29 3.45% 6.3
Chicago Capital
948
Chicago Capital
Illinois
$4.06B +$11.4M +0.3% 4.86% 137% 381 12.6% 3.8
DFO
949
Duquesne Family Office
New York
$4.06B -$9.25M -0.2% 11.8% 345% 98 63.27% 0.5
Caprock Group
950
Caprock Group
Idaho
$4.06B – – 10.3% – 1,121 – 2.6