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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)
GPCM
2026
Greenbrier Partners Capital Management
Texas
$412M +$23.9M +6% 9.81% 96.1% 21 4.76% 1.5
Bragg Financial Advisors
2027
Bragg Financial Advisors
North Carolina
$412M +$16.4M +4% 6.78% 101% 230 4.35% 1.4
TD Ameritrade Trust
2028
TD Ameritrade Trust
Colorado
$412M +$54.2M +15% 1.73% 21.7% 55 32.73% 1.1
Valentine Capital Asset Management
2029
Valentine Capital Asset Management
California
$411M +$152M +59% 6.31% – 112 58.04% 0.5
MG
2030
MDE Group
New Jersey
$411M +$7.32M +2% 2.19% – 63 12.7% 1.3
Aureus Asset Management
2031
Aureus Asset Management
Massachusetts
$411M +$12.8M +3% 7.26% 93.9% 155 30.32% 1
Speece Thorson Capital Group
2032
Speece Thorson Capital Group
Minnesota
$411M +$19.7M +5% 7.46% 34.2% 40 2.5% 1.4
TPH Asset Management
2033
TPH Asset Management
Texas
$411M -$37.9M -8% 8.98% 8.46% 140 35% 0.6
BRCA
2034
Birch Run Capital Advisors
Texas
$411M +$16.7M +4% 0.84% 8.22% 23 17.39% 1.3
Red Mountain Capital Partners
2035
Red Mountain Capital Partners
California
$410M +$109M +36% 15% 37.4% 15 20% 0.9
GoodHaven Capital Management
2036
GoodHaven Capital Management
New Jersey
$410M -$80.1M -16% 6.06% 80.7% 28 17.86% 1.2
Highmount Capital
2037
Highmount Capital
New York
$410M +$8.69M +2% 3.47% – 147 12.24% 1.3
Empirical Wealth Management
2038
Empirical Wealth Management
Washington
$409M -$4.07M -1% 0.45% 78.8% 108 11.11% 1.3
PAM
2039
Premier Asset Management
Illinois
$409M +$17.8M +5% 9.37% 104% 104 21.15% 1
Efficient Market Advisors
2040
Efficient Market Advisors
California
$408M +$30.3M +8% 1.24% 5.97% 267 45.69% 1.2
Petrus Trust Company
2041
Petrus Trust Company
Texas
$407M +$1.73M +0.4% 6.81% 36.9% 69 30.43% 0.9
EOCM
2042
Energy Opportunities Capital Management
Texas
$407M -$94M -19% 16.8% 211% 48 25% 0.8
KCP
2043
KDI Capital Partners
North Carolina
$407M +$8.09M +2% 13% 77.1% 40 12.5% 1.2
Lexington Partners VI Holdings Sub
2044
Lexington Partners VI Holdings Sub
New York
$406M +$15.9M +4% 4.08% – 1 0% 1.5
River Global Investors
2045
River Global Investors
United Kingdom
$406M -$102M -20% 6.23% 49.7% 97 45.36% 0.6
Cabot Wealth Management
2046
Cabot Wealth Management
Massachusetts
$405M +$14.5M +4% 5.38% 69.3% 159 18.24% 1.1
BTC Capital Management
2047
BTC Capital Management
Iowa
$404M +$9.33M +2% 4.65% – 152 16.45% 0.2
Lingohr Asset Management
2048
Lingohr Asset Management
Germany
$403M -$287M -42% 3.23% 141% 119 13.45% 1.1
Park Avenue Securities
2049
Park Avenue Securities
New York
$403M – – 0.28% 71% 23 – 0
DAM
2050
Davis Asset Management
California
$403M +$36.9M +10% 6.31% 97.3% 29 13.79% 0.8