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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
AW
2026
ACG Wealth
Georgia
$372M -$27.4M -7% 6.42% 45.5% 242 26.86%
SCM
2027
Symons Capital Management
Pennsylvania
$371M -$30.1M -8% 2.22% 25.4% 79 31.65%
DLG
2028
Daniel L. Goodwin
$371M -$9.26M -2% 5.71% 72.6% 115 6.96%
SSWM
2029
Smith Salley Wealth Management
North Carolina
$371M -$22.2M -6% 7.78% 106% 170 15.88%
OMCS
2030
Old Mutual Customised Solutions
South Africa
$370M -$52M -12% 8.03% 49.7% 736 3.13%
SGA
2031
Sector Gamma AS
Norway
$369M -$22.3M -6% 8.81% 28.7% 26 15.38%
BPCM
2032
Beach Point Capital Management
California
$369M -$141M -28% 11.2% 110% 28 28.57%
CCA
2033
Checchi Capital Advisers
California
$368M -$10.8M -3% 4.78% 56.1% 383 14.1%
SFG
2034
SNS Financial Group
Minnesota
$367M +$37.3M +11% 6.95% 41.8% 138 27.54%
WCM
2035
Windward Capital Management
California
$367M -$4.81M -1% 2.03% 69.9% 79 10.13%
BRCA
2036
Birch Run Capital Advisors
Texas
$367M -$95M -21% 20.6% 8.22% 21 19.05%
TSAM
2037
Trinity Street Asset Management
United Kingdom
$366M -$172M -32% 10.9% 78.9% 12 8.33%
PFU
2038
Parus Finance (UK)
United Kingdom
$366M -$70.4M -16% 1.67% 199% 17 29.41%
EHPM
2039
Emery Howard Portfolio Management
California
$366M -$23.3M -6% 8.41% 66.5% 32 9.38%
NIA
2040
Northstar Investment Advisors
Colorado
$365M -$21.9M -6% 3.69% 85.8% 110 20.91%
CCM
2041
Catawba Capital Management
Virginia
$365M -$54.1M -13% 6.6% 33.1% 260 13.85%
HCCM
2042
Herring Creek Capital Management
Connecticut
$365M -$22.1M -6% 12.1% 35 45.71%
DCM
2043
Dynamic Capital Management
Jersey
$365M -$28.3M -7% 18.8% 49.7% 474 75.11%
EK
2044
Evensky & Katz
Florida
$364M -$16.6M -4% 6.76% 57.1% 48 0%
MHIC
2045
Marble Harbor Investment Counsel
Massachusetts
$363M -$28M -7% 6.15% 55.1% 135 9.63%
NCM
2046
Novare Capital Management
North Carolina
$363M -$42.1M -10% 9.97% 65.7% 131 24.43%
JC
2047
Jetstream Capital
Tennessee
$363M +$209M +135% 1.55% 27 81.48%
SC
2048
Selz Capital
New York
$362M -$192M -35% 15.4% 10.2% 69 39.13%
MRCM
2049
M&R Capital Management
New Jersey
$362M -$60.7M -14% 7.35% 52.6% 215 13.49%
CWM
2050
Cabot Wealth Management
Massachusetts
$362M -$49.3M -12% 5.88% 55.6% 159 20.13%