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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
HP
2026
Harvey Partners
New York
$1.46B +$204M +16% 34.1% 174% 53 20.75%
CA
2027
CapWealth Advisors
Tennessee
$1.46B +$110M +8% 12.1% 143% 126 12.7%
FC
2028
FORA Capital
Florida
$1.46B +$91.8M +7% 29.1% 162% 583 69.98%
PIM
2029
Penobscot Investment Management
Massachusetts
$1.46B +$177M +14% 18.3% 103% 328 9.15%
CTC
2030
Chai Trust Company
Illinois
$1.45B +$273M +23% 14.1% 12.7% 12 8.33%
VV
2031
Verity & Verity
South Carolina
$1.45B +$111M +8% 15.5% 76.4% 143 6.99%
SWM
2032
SHP Wealth Management
Massachusetts
$1.45B +$128M +10% 13.5% 2,100 19.19%
DN
2033
Danmarks Nationalbank
$1.45B +$249M +21% 15% 1 0%
BFMH
2034
Baring Fintech Manager Holding
Guernsey
$1.45B +$113M +8% 17% 1 0%
NCM
2035
Narwhal Capital Management
Georgia
$1.45B +$92.7M +7% 12.9% 93.8% 177 15.82%
NP
2036
Nilsine Partners
Colorado
$1.45B +$167M +13% 26.9% 117% 450 12%
WIM
2037
Weitz Investment Management
Nebraska
$1.44B +$11.7M +0.8% 8.79% 36.1% 52 9.62%
SS
2038
STG Securities
New York
$1.44B 18.5% 501
FPCP
2039
Fort Point Capital Partners
California
$1.44B +$616M +75% 12% 62.2% 262 17.18%
ODIJL
2040
One Day In July LLC
Vermont
$1.44B +$189M +15% 11.3% 43.1% 174 16.09%
IA
2041
Inspire Advisors
Idaho
$1.44B +$210M +17% 14.6% 60.2% 825 31.52%
CTA
2042
Colonial Trust Advisors
South Carolina
$1.44B +$150M +12% 16% 80% 830 15.9%
BGCP
2043
Bristol Gate Capital Partners
Ontario, Canada
$1.44B -$116M -7% 21.8% 79.2% 38 31.58%
CET
2044
Clean Energy Transition
United Kingdom
$1.44B -$101M -7% 21.6% 129% 17 29.41%
SEP
2045
Soma Equity Partners
California
$1.44B +$79.5M +6% 35.6% 151% 30 53.33%
UA
2046
Unison Advisors
District of Columbia
$1.43B +$116M +9% 9.18% 54.6% 185 11.89%
HIA
2047
Harbor Investment Advisory
Maryland
$1.43B +$163M +13% 15% 90.8% 1,388 16.43%
VPI
2048
Value Partners Investments
Manitoba, Canada
$1.43B +$121M +9% 9.35% 33.9% 110 10%
HTHT
2049
Hemenway Trust Hemenway Trust
New Hampshire
$1.43B +$188M +15% 26.5% 87.2% 141 8.51%
WTB
2050
Washington Trust Bank
Washington
$1.43B +$75.2M +6% 14.5% 80.5% 218 10.55%