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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)
HGC Investment Management
1451
HGC Investment Management
Ontario, Canada
$1.62B +$227M +16% 0.28% 33.2% 415 45.54% 0.4
Oak Hill Advisors
1452
Oak Hill Advisors
New York
$1.61B +$491M +44% 3.02% 42.4% 20 20% 1.5
Smithfield Trust
1453
Smithfield Trust
Pennsylvania
$1.61B +$100M +7% 5.56% 50% 1,125 5.87% 4.5
MI
1454
MMCAP International
Cayman Islands
$1.61B +$187M +13% 0.08% 184% 584 53.25% 0.4
TDAM USA
1455
TDAM USA
Ontario, Canada
$1.61B +$91.8M +6% 10.6% 104% 241 3.32% 5.9
Dixon Mitchell Investment Counsel
1456
Dixon Mitchell Investment Counsel
British Columbia, Canada
$1.61B +$181M +13% 10.1% 67.9% 56 3.57% 5.3
Ritholtz Wealth Management
1457
Ritholtz Wealth Management
New York
$1.61B +$166M +12% 7.75% 93% 596 20.81% 1.4
Avidian Wealth Enterprises
1458
Avidian Wealth Enterprises
Texas
$1.61B +$294M +22% 5.9% 71.7% 572 38.29% 1.2
Edgestream Partners
1459
Edgestream Partners
New Jersey
$1.6B -$13.4M -0.8% 7.2% 41.7% 613 46% 0.5
Belpointe Asset Management
1460
Belpointe Asset Management
Nevada
$1.6B +$138M +9% 8.33% 80.1% 1,285 16.5% 1.7
Rose Park Advisors
1461
Rose Park Advisors
Massachusetts
$1.6B – – 5.49% 11.8% 1 – 0
Jump Financial
1462
Jump Financial
Illinois
$1.59B +$209M +15% 5.18% 125% 1,885 73.69% 0.2
CQS (US)
1463
CQS (US)
New York
$1.59B -$158M -9% 1.25% 15% 131 27.48% 0.8
Board of Trustees of The Leland Stanford Junior University
1464
Board of Trustees of The Leland Stanford Junior University
California
$1.59B +$250M +19% 1.14% 142% 51 33.33% 1.1
Westwood Global Investments
1465
Westwood Global Investments
Massachusetts
$1.59B +$32.1M +2% 3.91% 112% 15 6.67% 3.7
Financial Advocates Investment Management
1466
Financial Advocates Investment Management
Washington
$1.59B +$107M +7% 6.35% 89.9% 831 19.01% 1.9
Eagle Global Advisors
1467
Eagle Global Advisors
Texas
$1.59B +$72.5M +5% 7.22% 106% 283 12.37% 3.5
Lake Street Advisors Group
1468
Lake Street Advisors Group
New Hampshire
$1.59B +$652M +70% 5.13% 16% 299 29.43% 1.2
Trust Company of Vermont
1469
Trust Company of Vermont
Vermont
$1.59B +$178M +13% 10.9% – 811 62.89% 2.7
Cooper Investors
1470
Cooper Investors
Australia
$1.58B +$73.5M +5% 8.43% 57.5% 47 19.15% 2.5
Bain Capital Venture Investors
1471
Bain Capital Venture Investors
Massachusetts
$1.58B -$7.64M -0.5% 24.1% 34.2% 8 50% 0.3
Nicholas Investment Partners
1472
Nicholas Investment Partners
California
$1.58B +$210M +15% 4.84% 397% 221 26.7% 1.2
CDH
1473
Charles D. Hyman
$1.58B +$148M +10% 10.7% 36.8% 239 5.44% 4.8
Plancorp LLC
1474
Plancorp LLC
Missouri
$1.58B +$130M +9% 7.48% 73.1% 248 6.05% 3
Johnson Financial Group Inc (Wisconsin)
1475
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.58B +$106M +7% 5.66% 58.1% 860 13.26% 3.4