Mill Creek Capital Advisors, LLC

Mill Creek Capital Advisors, LLC, managed by the seasoned team of John D. Carlson and John D. Carlson Jr., is known for its concentrated, high-conviction equity strategy, currently managing $4.9 billion in assets across 251 positions. The fund has recently adjusted its portfolio by adding CNS, AKRE, and IBTH, while exiting RYLBF and PLTR, and significantly increasing positions in IBTG and VGT, while cutting UNP by 68% and ORCL by 46%.

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