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
JSW
1051
Journey Strategic Wealth
New Jersey
$2.21B +$1.26B +132% 275
CAM
1052
Cidel Asset Management
Ontario, Canada
$2.21B +$29.4M +1% 157
CM
1053
Castleark Management
Illinois
$2.21B +$172M +8% 326
SHCM
1054
Sachem Head Capital Management
New York
$2.21B -$50.9M -2% 20
DCM
1055
Donaldson Capital Management
Indiana
$2.19B +$76.7M +4% 239
NMC
1056
New Mountain Capital
New York
$2.19B +$318M +17% 3
VFA
1057
Valeo Financial Advisors
Indiana
$2.19B +$113M +5% 664
BC
1058
Burney Company
Virginia
$2.18B +$152M +7% 597
HPG
1059
Harvest Portfolios Group
Ontario, Canada
$2.18B +$142M +7% 233
EWA
1060
Exencial Wealth Advisors
Oklahoma
$2.18B +$252M +13% 455
PWP
1061
Perfromance Wealth Partners
Illinois
$2.18B +$225M +12% 196
MP
1062
Munro Partners
Australia
$2.17B +$126M +6% 42
SRIM
1063
Saratoga Research & Investment Management
California
$2.17B +$65.4M +3% 47
BIAS
1064
Beacon Investment Advisory Services
New Jersey
$2.17B +$111M +5% 292
SPC
1065
Stone Point Capital
Connecticut
$2.17B +$44.4M +2% 9
KFC
1066
Klingenstein Fields & Co
New York
$2.16B +$166M +8% 175
FNT
1067
First National Trust
Pennsylvania
$2.16B +$279M +15% 392
BC
1068
Boxer Capital
California
$2.16B +$121M +6% 84
BSA
1069
Braun Stacey Associates
New York
$2.15B -$1.67B -44% 132
CW
1070
CreativeOne Wealth
Kansas
$2.14B +$118M +6% 900
BCV
1071
Banque Cantonale Vaudoise
Switzerland
$2.14B +$106M +5% 1,252
DTC
1072
Deep Track Capital
Connecticut
$2.14B -$211M -9% 70
IUHSA
1073
Itau Unibanco Holding S.A.
Brazil
$2.14B +$152M +8% 635
API
1074
Advisor Partners II
California
$2.14B +$322M +18% 1,143
GL
1075
GTCR LLC
Illinois
$2.13B +$111M +5% 3