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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)
RIM
2026
Rovida Investment Management
Cayman Islands
$1.47B +$669M +84% 70.3% – 21 23.81% 0.8
Parkside Financial Bank & Trust
2027
Parkside Financial Bank & Trust
Missouri
$1.47B +$161M +12% 13.9% 85.4% 2,812 8.07% 4.7
Edgemoor Investment Advisors
2028
Edgemoor Investment Advisors
Maryland
$1.47B +$195M +15% 20.8% 109% 196 17.35% 5.6
MBL Wealth
2029
MBL Wealth
North Carolina
$1.47B +$144M +11% 11.2% 52.7% 418 26.79% 1.8
Neumeier Poma Investment Counsel
2030
Neumeier Poma Investment Counsel
California
$1.46B +$247M +20% 26.7% 229% 43 6.98% 4
Harvey Partners
2031
Harvey Partners
New York
$1.46B +$204M +16% 34.1% 174% 53 20.75% 2.3
CapWealth Advisors
2032
CapWealth Advisors
Tennessee
$1.46B +$110M +8% 12.1% 152% 126 12.7% 5.3
FORA Capital
2033
FORA Capital
Florida
$1.46B +$91.8M +7% 29.1% 162% 583 69.98% 0.2
Penobscot Investment Management
2034
Penobscot Investment Management
Massachusetts
$1.46B +$177M +14% 18.3% 114% 328 9.15% 6.2
Chai Trust Company
2035
Chai Trust Company
Illinois
$1.45B +$273M +23% 14.1% 12.7% 12 8.33% 5.5
Verity & Verity
2036
Verity & Verity
South Carolina
$1.45B +$111M +8% 15.5% 90.4% 143 6.99% 5.2
SHP Wealth Management
2037
SHP Wealth Management
Massachusetts
$1.45B +$128M +10% 13.5% – 2,100 19.19% 0.4
Danmarks Nationalbank
2038
Danmarks Nationalbank
$1.45B +$249M +21% 15% – 1 0% 0.5
Baring Fintech Manager Holding
2039
Baring Fintech Manager Holding
Guernsey
$1.45B +$113M +8% 17% – 1 0% 1.5
Narwhal Capital Management
2040
Narwhal Capital Management
Georgia
$1.45B +$92.7M +7% 12.9% 93.8% 177 15.82% 6.4
Nilsine Partners
2041
Nilsine Partners
Colorado
$1.45B +$167M +13% 26.9% 117% 450 12% 1.9
Weitz Investment Management
2042
Weitz Investment Management
Nebraska
$1.44B +$11.7M +0.8% 8.79% 36.1% 52 9.62% 6.1
SS
2043
STG Securities
New York
$1.44B – – 18.5% – 501 – 0
Fort Point Capital Partners
2044
Fort Point Capital Partners
California
$1.44B +$616M +75% 12% 62.2% 262 17.18% 3.9
One Day In July LLC
2045
One Day In July LLC
Vermont
$1.44B +$189M +15% 11.3% 48.2% 174 16.09% 3.2
Inspire Advisors
2046
Inspire Advisors
Idaho
$1.44B +$210M +17% 14.6% 60.2% 825 31.52% 1.2
Colonial Trust Advisors
2047
Colonial Trust Advisors
South Carolina
$1.44B +$150M +12% 16% 80% 830 15.9% 3.5
Bristol Gate Capital Partners
2048
Bristol Gate Capital Partners
Ontario, Canada
$1.44B -$116M -7% 21.8% 79.2% 38 31.58% 2.9
Clean Energy Transition
2049
Clean Energy Transition
United Kingdom
$1.44B -$101M -7% 21.6% 129% 17 29.41% 1.5
Soma Equity Partners
2050
Soma Equity Partners
California
$1.44B +$79.5M +6% 35.6% 151% 30 53.33% 1