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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
GWM
2026
Gupta Wealth Management
California
$407M +$67.2M +20% 1.08% 1,410 28.37%
NCM
2027
Novare Capital Management
North Carolina
$405M +$1.43M +0.4% 0.74% 65.7% 117 10.26%
CS
2028
Comerica Securities
Michigan
$405M +$16.7M +4% 0.7% 25.6% 348 18.68%
GIA
2029
GHP Investment Advisors
Colorado
$405M +$23.1M +6% 0.2% 75.2% 294 11.56%
SLCM
2030
Seven Locks Capital Management
New York
$405M -$193M -32% 5.5% 49.8% 35 37.14%
GPCM
2031
Greenbrier Partners Capital Management
Texas
$405M -$35.2M -8% 2.89% 111% 20 20%
JWM
2032
Jacobus Wealth Management
Wisconsin
$403M +$15.4M +4% 1.56% 17.2% 326 11.96%
MP
2033
Mangrove Partners
Connecticut
$403M -$12.1M -3% 2.68% 169% 48 31.25%
BRWA
2034
B. Riley Wealth Advisors
Florida
$402M -$7.78M -2% 0.78% 678 34.96%
ACP
2035
Andalusian Capital Partners
Connecticut
$402M +$21.2M +6% 2.85% 61 54.1%
SCM
2036
Symons Capital Management
Pennsylvania
$402M -$37.3M -8% 1.22% 25.4% 80 20%
MVM
2037
McClain Value Management
Connecticut
$401M -$20.4M -5% 0.15% 2.83% 39 17.95%
ZC
2038
Zelman Capital
Ohio
$401M +$84.2M +27% 5.79% 41 43.9%
SRCM
2039
Sterling Ridge Capital Management
New York
$401M +$43.4M +12% 0.17% 101 70.3%
CL
2040
Choreo LLC
Illinois
$401M +$8.29M +2% 1.11% 59.7% 160 12.5%
JC
2041
Jacobs & Co
California
$400M +$4.7M +1% 0.1% 92.2% 127 5.51%
AW
2042
ACG Wealth
Georgia
$399M +$20.9M +6% 0.03% 45.5% 226 15.04%
SCM
2043
SG Capital Management
Illinois
$399M +$55.3M +16% 2.13% 187% 102 80.39%
PGH
2044
Partners Group Holding
Switzerland
$398M +$13.7M +4% 6.09% 35.5% 39 7.69%
BIM
2045
Bridgecreek Investment Management
Oklahoma
$398M -$26.5M -6% 0.24% 48.4% 113 8.85%
FCPV
2046
FS Capital Partners VI
California
$398M +$100M +34% 33.8% 1 0%
TC
2047
Telemus Capital
Michigan
$398M -$15.2M -4% 0.33% 27.9% 141 13.48%
MA
2048
MCF Advisors
Kentucky
$398M -$3.29M -0.8% 1.22% 41.5% 469 12.37%
MTC
2049
McDaniel Terry & Co
Texas
$397M -$11.8M -3% 1.57% 52.9% 52 17.31%
KA
2050
KLCM Advisors
Wisconsin
$396M +$36.4M +10% 0.09% 97.4% 133 45.11%