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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
TIA
2026
Traphagen Investment Advisors
New Jersey
$1.23B +$18.9M +2% 1.38% 56.3% 215 12.56%
CNAM
2027
Campbell Newman Asset Management
Wisconsin
$1.23B -$134M -10% 0% 108% 114 13.16%
FLII
2028
First Long Island Investors
New York
$1.23B -$131M -10% 6.81% 65.5% 78 15.38%
MFG
2029
Magnus Financial Group
New York
$1.23B -$77.9M -6% 0.8% 70.8% 446 21.75%
IC
2030
Ikarian Capital
Texas
$1.23B -$49.2M -4% 13.6% 5,763% 214 43.46%
WCM
2031
Windward Capital Management
California
$1.23B -$34.5M -3% 0.93% 69.9% 75 10.67%
IA
2032
Inspire Advisors
Idaho
$1.23B +$140M +13% 2.33% 44% 742 35.98%
IB
2033
Intrust Bank
Kansas
$1.23B +$19.9M +2% 0.19% 79.5% 424 12.03%
WAG
2034
Winthrop Advisory Group
Massachusetts
$1.22B +$43.6M +4% 3.23% 70.4% 209 16.75%
PIA
2035
Petredis Investment Advisors
Pennsylvania
$1.22B -$53.5M -4% 2.64% 144% 116 10.34%
SC
2036
Strategy Capital
California
$1.22B -$133M -10% 11.8% 201% 12 16.67%
PCM
2037
Polaris Capital Management
Massachusetts
$1.22B +$16.7M +1% 8.82% 94.3% 91 9.89%
DGM
2038
Delta Global Management
New York
$1.22B -$153M -11% 3.66% 234 67.52%
BFS
2039
Baskin Financial Services
Ontario, Canada
$1.22B -$107M -8% 3.07% 60% 56 10.71%
GC
2040
Gillson Capital
Illinois
$1.22B -$308M -20% 7.1% 72.7% 106 63.21%
CCM
2041
Coliseum Capital Management
Connecticut
$1.22B -$690K -0.1% 9.31% 13.7% 13 0%
AG
2042
Atairos Group
Pennsylvania
$1.22B -$430M -26% 22.2% 40.2% 4 0%
DPI
2043
Diversified Portfolios Inc
Michigan
$1.22B +$15.8M +1% 0.45% 33% 190 13.16%
SFGP
2044
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.22B +$45.5M +4% 1.64% 278 16.55%
KB
2045
Kimelman & Baird
New York
$1.22B -$86.4M -7% 2.9% 275 8.73%
NPIC
2046
Neumeier Poma Investment Counsel
California
$1.21B +$3.31M +0.3% 8.39% 178% 45 13.33%
SW
2047
SlateStone Wealth
Florida
$1.21B +$18M +2% 0% 79.1% 307 8.79%
CS
2048
Central Securities
New York
$1.21B -$32.1M -3% 1.74% 84.7% 31 9.68%
TIM
2049
Tortoise Investment Management
New York
$1.21B +$72.5M +6% 0.44% 33% 267 15.73%
LWIC
2050
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.21B -$123M -9% 6.14% 46.8% 95 20%