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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)
SurgoCap Partners
1251
SurgoCap Partners
New York
$3.09B +$98.7M +3% 39.1% – 17 41.18% 0.9
ZWJ Investment Counsel
1252
ZWJ Investment Counsel
Georgia
$3.09B +$318M +11% 20.9% 128% 301 23.59% 4.6
Winton Group
1253
Winton Group
United Kingdom
$3.09B +$237M +8% 20.7% 128% 1,573 59.06% 0.6
Peregrine Capital Management
1254
Peregrine Capital Management
Minnesota
$3.08B +$382M +14% 24.7% 95% 313 17.25% 3.1
Smartleaf Asset Management
1255
Smartleaf Asset Management
Massachusetts
$3.08B +$308M +11% 15.3% – 3,509 1.28% 1.7
Dixon Mitchell Investment Counsel
1256
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.07B +$198M +7% 8.23% 67.9% 151 11.92% 3.3
HC
1257
Henshaw Capital
Massachusetts
$3.07B +$376M +14% 23.9% 128% 170 11.76% 5.3
Capital International
1258
Capital International
California
$3.06B +$366M +14% 22.9% 147% 159 13.84% 4.5
Belpointe Asset Management
1259
Belpointe Asset Management
Nevada
$3.06B +$321M +12% 15.7% 80.1% 1,246 24.48% 2.7
Sowell Financial Services
1260
Sowell Financial Services
Arkansas
$3.06B +$356M +13% 17.2% 95.6% 1,245 16.47% 1.9
Western Wealth Management
1261
Western Wealth Management
Colorado
$3.06B +$416M +16% 15.8% 82.6% 1,057 14.47% 3.1
SageView Advisory Group
1262
SageView Advisory Group
California
$3.05B +$315M +12% 11.4% 52.3% 637 11.77% 1.9
Patient Capital Management
1263
Patient Capital Management
Maryland
$3.05B +$315M +12% 17.7% 131% 42 9.52% 2.7
DV Trading
1264
DV Trading
Illinois
$3.05B -$1.17B -28% 13.4% – 724 65.61% 0.2
CFM
1265
Comprehensive Financial Management
California
$3.05B +$32.2M +1% 6.8% 33.7% 41 12.2% 4
Hirtle Callaghan & Co
1266
Hirtle Callaghan & Co
Pennsylvania
$3.04B +$123M +4% 12.7% 58.1% 134 19.4% 3
SBI Okasan Asset Management
1267
SBI Okasan Asset Management
Japan
$3.04B +$601M +25% 6.38% – 348 15.8% 0.4
Johnson Financial Group Inc (Wisconsin)
1268
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.04B +$279M +10% 12.6% 58.1% 968 23.66% 4.4
Summitry LLC
1269
Summitry LLC
California
$3.04B +$205M +7% 9.55% 68.1% 380 34.47% 2
Gallagher Fiduciary Advisors
1270
Gallagher Fiduciary Advisors
Illinois
$3.04B +$463M +18% 4.51% 25.1% 369 11.38% 1.7
CA
1271
Cornerstone Advisors
North Carolina
$3.04B +$318M +12% 25.4% 108% 123 28.46% 2.6
Cookson Peirce & Co
1272
Cookson Peirce & Co
Pennsylvania
$3.04B +$673M +29% 42.4% 307% 358 26.82% 1.4
BlueCrest Capital Management
1273
BlueCrest Capital Management
Jersey
$3.04B +$1.34B +79% 15.6% 59.1% 374 57.22% 0.3
Scharf Investments
1274
Scharf Investments
California
$3.03B -$217M -7% 4.79% 55% 84 22.62% 3
Empyrean Capital Partners
1275
Empyrean Capital Partners
California
$3.03B -$44.1M -1% 16.8% 131% 163 46.01% 0.9