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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)
Texas Treasury Safekeeping Trust Company
1076
Texas Treasury Safekeeping Trust Company
Texas
$2.82B +$232M +9% 5.36% 43.7% 10 0% 2.2
Advisory Alpha
1077
Advisory Alpha
Michigan
$2.81B +$278M +11% 5.82% 50.3% 443 15.35% 2
Schwartz Investment Counsel
1078
Schwartz Investment Counsel
Michigan
$2.81B +$112M +4% 10.2% 87.8% 137 6.57% 4.9
Burney Company
1079
Burney Company
Virginia
$2.81B +$194M +7% 9.45% 129% 622 8.68% 5.4
Chicago Partners Investment Group
1080
Chicago Partners Investment Group
Illinois
$2.81B +$224M +9% 6.64% 75.8% 809 9.89% 3.7
Anomaly Capital Management
1081
Anomaly Capital Management
New York
$2.81B +$177M +7% 4.38% 108% 37 45.95% 0.6
Addenda Capital
1082
Addenda Capital
Quebec, Canada
$2.8B +$253M +10% 10.9% 100% 128 2.34% 6.1
Avantax Planning Partners
1083
Avantax Planning Partners
Iowa
$2.79B -$323M -10% 6.37% 51% 493 14.6% 3.8
Exencial Wealth Advisors
1084
Exencial Wealth Advisors
Oklahoma
$2.78B +$120M +4% 6.47% 58% 516 9.69% 3.3
MUFG Securities EMEA
1085
MUFG Securities EMEA
United Kingdom
$2.78B +$440M +19% 8.79% 114% 204 64.22% 0.9
Krane Funds Advisors
1086
Krane Funds Advisors
New York
$2.78B +$412M +17% 13.5% 72.6% 107 24.3% 2
IFP Advisors
1087
IFP Advisors
Florida
$2.77B +$254M +10% 6.11% 80.6% 3,484 12.66% 4.4
SigFig Wealth Management
1088
SigFig Wealth Management
California
$2.76B +$101M +4% 5.59% 49.3% 131 16.03% 3.5
Robertson Stephens Wealth Management
1089
Robertson Stephens Wealth Management
California
$2.76B +$773M +39% 7.21% 109% 639 26.29% 1.9
Caprock Group
1090
Caprock Group
Idaho
$2.75B +$289M +12% 6.96% – 980 20.31% 2.5
Independent Advisor Alliance
1091
Independent Advisor Alliance
North Carolina
$2.75B -$172M -6% 7.66% 135% 769 17.17% 2.8
Munro Partners
1092
Munro Partners
Australia
$2.75B +$45.1M +2% 9.92% 350% 70 30% 1.4
CP
1093
Coho Partners
Pennsylvania
$2.74B -$126M -4% 9.28% 35.6% 42 21.43% 6.7
SIG North Trading
1094
SIG North Trading
Pennsylvania
$2.74B +$354M +15% 11.6% – 278 19.06% 2.1
SAI
1095
Systematic Alpha Investments
New Jersey
$2.74B +$113M +4% 5.12% 117% 235 13.62% 2.8
Journey Strategic Wealth
1096
Journey Strategic Wealth
New Jersey
$2.73B +$377M +16% 8.19% 62.2% 529 27.98% 0.8
Guardian Capital (Canada)
1097
Guardian Capital (Canada)
Ontario, Canada
$2.73B +$78.6M +3% 10.3% 77.5% 134 8.21% 5.7
Adams Diversified Equity Fund
1098
Adams Diversified Equity Fund
Maryland
$2.72B -$210M -7% 6.69% 165% 113 25.66% 3
Independent Financial Group
1099
Independent Financial Group
California
$2.72B +$223M +9% 5.53% 149% 1,217 18.16% 2.2
XN LP
1100
XN LP
New York
$2.71B +$309M +13% 9.33% 172% 28 21.43% 1.1