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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
WHI
2026
William Harris Investors
Illinois
$388M +$53.1M +16% 13% 3.28% 88 11.36%
KA
2027
KLCM Advisors
Wisconsin
$387M +$9.78M +3% 2.37% 97.4% 86 22.09%
CC
2028
Cipher Capital
New York
$387M -$3.54M -0.9% 3.43% 594 69.36%
ES
2029
Equitec Specialists
Illinois
$387M 3.11% 65.4% 111
MDCM
2030
Morgan Dempsey Capital Management
Wisconsin
$387M -$39.6M -9% 6.38% 40.8% 181 18.23%
GC
2031
Grimes & Company
Massachusetts
$387M +$4.78M +1% 4.97% 66.2% 179 18.44%
DP
2032
DW Partners
New York
$387M -$121M -24% 2.05% 44.5% 47 55.32%
IUAM
2033
Itau USA Asset Management
New York
$386M -$68.8M -15% 7.74% 15.8% 128 57.03%
CCM
2034
Cohen Capital Management
California
$386M +$11.1M +3% 3.47% 83.9% 131 3.82%
AP
2035
Archon Partners
New Jersey
$385M +$21.3M +6% 7.03% 88.8% 72 30.56%
SSWM
2036
Smith Salley Wealth Management
North Carolina
$385M +$8.43M +2% 4.34% 106% 183 12.57%
JWM
2037
Jacobus Wealth Management
Wisconsin
$385M +$22.1M +6% 2.03% 17.2% 325 14.46%
SCPM
2038
Sagard Capital Partners Management
New York
$385M +$26.4M +7% 17.6% 37.4% 10 30%
AA
2039
Ancient Art
Texas
$384M -$7.39M -2% 9.11% 157% 20 20%
EFS
2040
Essex Financial Services
Connecticut
$384M +$49.6M +15% 3.82% 73.2% 336 15.77%
LCM
2041
Leonard Capital Management
Florida
$384M +$112M +41% 3.43% 191 39.27%
JFG
2042
JMG Financial Group
Illinois
$383M +$23.4M +7% 0.6% 48.2% 57 5.26%
SSWM
2043
Sheets Smith Wealth Management
North Carolina
$383M +$15.6M +4% 6.4% 75.8% 290 32.07%
WTB
2044
Washington Trust Bank
Washington
$383M +$64.4M +20% 4.43% 69.3% 915 17.81%
SCM
2045
SG Capital Management
Illinois
$383M +$75.8M +25% 13.8% 187% 93 81.72%
CAM
2046
Chou Associates Management
Ontario, Canada
$382M -$12.5M -3% 7.44% 71.7% 28 28.57%
GW
2047
GW & Wade
Massachusetts
$382M +$37.8M +11% 5.55% 32.2% 134 47.76%
BIM
2048
Bridgecreek Investment Management
Oklahoma
$382M +$9.58M +3% 1.87% 48.4% 112 14.29%
JMFC
2049
J.M. Forbes & Co
Massachusetts
$382M -$14M -4% 4.27% 95.1% 97 13.4%
CCMU
2050
Cheyne Capital Management (UK)
United Kingdom
$380M +$99.8M +36% 10.8% 35.6% 68 52.94%