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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
JCM
2026
Jasinkiewicz Capital Management
New Jersey
$299M +$48.7M +19% 12.4% 92 65.22%
CZPM
2027
Capital Z Partners Management
New York
$299M +$26M +10% 21.6% 48.2% 3 33.33%
FTI
2028
Fiduciary Trust International
Massachusetts
$299M +$34.8M +13% 1.72% 36.8% 139 23.74%
GH
2029
Green Holdings
Bermuda
$299M +$56.6M +23% 8.79% 27 62.96%
CF
2030
Cypress Funds
California
$297M +$29.5M +11% 9.99% 114% 21 33.33%
SFS
2031
Strategic Financial Services
New York
$297M +$14.1M +5% 6.01% 46.5% 99 2.02%
LCP
2032
Longhorn Capital Partners
Texas
$296M -$10.4M -3% 4.64% 30.2% 12 0%
LPC
2033
Loeb Partners Corp
New York
$296M +$22.5M +8% 9.36% 34.4% 210 26.67%
GC
2034
Grimes & Company
Massachusetts
$296M +$21.4M +8% 5.15% 66.2% 163 23.93%
CTA
2035
Colonial Trust Advisors
South Carolina
$295M +$13.3M +5% 4.35% 68.3% 111 3.6%
FMC
2036
First Merchants Corp
Indiana
$295M +$13.4M +5% 5.14% 49.9% 129 3.1%
SSG
2037
Summit Securities Group
New York
$294M +$84.3M +40% 9.34% 96.7% 899 68.85%
LCM
2038
Lucas Capital Management
New Jersey
$293M -$55.8M -16% 6.32% 44.5% 161 24.22%
RRC
2039
Red Rocks Capital
Colorado
$293M +$44.5M +18% 9.38% 10 10%
BRWA
2040
B. Riley Wealth Advisors
Florida
$292M -$2.14M -0.7% 5.8% 798 29.7%
AAM
2041
Aureus Asset Management
Massachusetts
$292M +$13M +5% 10.1% 80.4% 119 18.49%
WCP
2042
Welch Capital Partners
New York
$292M +$6.08M +2% 5.32% 66.3% 65 44.62%
RCG
2043
Rock Creek Group
District of Columbia
$292M +$15.6M +6% 3.18% 34.9% 20 25%
CCM
2044
Condor Capital Management
New Jersey
$291M +$25.8M +10% 7.59% 47.3% 175 15.43%
WPC
2045
White Pine Capital
Minnesota
$290M +$2.28M +0.8% 6.31% 100% 241 8.3%
DA
2046
Denali Advisors
California
$290M +$21.8M +8% 9.1% 85.8% 244 22.13%
FBP
2047
Flippin Bruce & Porter
Virginia
$290M +$10.3M +4% 4.57% 44.4% 91 9.89%
BWM
2048
Braver Wealth Management
Massachusetts
$290M +$72.4M +33% 4.74% 20.4% 80 23.75%
GW
2049
GW & Wade
Massachusetts
$289M +$12.3M +4% 3.5% 32.2% 82 4.88%
CII
2050
Chapter IV Investors
North Carolina
$289M +$29M +11% 5.19% 4.15% 12 0%