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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)
L. Roy Papp & Associates
2026
L. Roy Papp & Associates
Arizona
$408M +$3.93M +1% 6.78% 80.1% 145 10.34% 2
Greenwich Wealth Management
2027
Greenwich Wealth Management
Connecticut
$408M -$5.25M -1% 7.46% 198% 185 25.41% 1.8
MAM
2028
Mastrapasqua Asset Management
Tennessee
$407M +$28.3M +7% 8.97% 54.9% 153 13.07% 0.9
Joel Isaacson & Co
2029
Joel Isaacson & Co
New York
$407M +$32.5M +9% 4.4% 72.5% 856 19.98% 1.5
Moneta Group Investment Advisors
2030
Moneta Group Investment Advisors
Missouri
$407M +$47.5M +13% 3.49% 64.3% 543 76.8% 1.4
SCM
2031
Symons Capital Management
Pennsylvania
$407M +$35.5M +10% 2.28% 25.4% 72 16.67% 1.3
Accredited Investors
2032
Accredited Investors
Minnesota
$407M +$34.5M +9% 3.39% 74% 94 15.96% 1.7
Tufton Capital Management
2033
Tufton Capital Management
Maryland
$406M -$48.7M -11% 7.48% 96.1% 112 13.39% 2.1
Capula Management
2034
Capula Management
Cayman Islands
$406M – – 2.8% 90.7% 10 – 0
Toscafund Asset Management
2035
Toscafund Asset Management
United Kingdom
$406M +$131M +47% 1.19% 80.9% 9 22.22% 1.1
SNS Financial Group
2036
SNS Financial Group
Minnesota
$405M +$38.4M +10% 4.28% 54.2% 139 29.5% 1.2
HMI Capital Management
2037
HMI Capital Management
California
$405M +$85.9M +27% 8.23% 5.95% 6 0% 1.6
Steel Grove Capital Advisors
2038
Steel Grove Capital Advisors
Tennessee
$404M +$3.58M +0.9% 2.93% 106% 225 25.78% 1.1
Kings Point Capital Management
2039
Kings Point Capital Management
New York
$403M +$23M +6% 4.98% 80.1% 397 19.65% 1.7
Mangrove Partners
2040
Mangrove Partners
Connecticut
$403M -$32.9M -8% 7.21% 185% 42 9.52% 1.1
ZC
2041
Zelman Capital
Ohio
$403M +$117M +41% 3.94% – 30 26.67% 0.6
Davidson & Garrard
2042
Davidson & Garrard
Virginia
$402M +$16M +4% 6.21% 25.2% 197 7.61% 2.1
Needham Investment Management
2043
Needham Investment Management
New York
$402M +$2.63M +0.7% 7.09% 424% 106 6.6% 2
PAM
2044
Premier Asset Management
Illinois
$402M +$6.49M +2% 7.23% 104% 96 13.54% 1.6
Smith Salley Wealth Management
2045
Smith Salley Wealth Management
North Carolina
$401M +$30.5M +8% 5.83% 106% 164 9.15% 1.6
ACM
2046
Acertus Capital Management
New Jersey
$401M +$8.33M +2% 6.39% 23.5% 5 20% 1.3
Columbus Hill Capital Management
2047
Columbus Hill Capital Management
New Jersey
$400M -$283M -41% 10.2% 151% 40 57.5% 0.8
Comerica Securities
2048
Comerica Securities
Michigan
$400M +$32.8M +9% 4.25% 25.6% 362 22.93% 1.1
Foster Dykema Cabot & Co
2049
Foster Dykema Cabot & Co
Massachusetts
$400M +$8.38M +2% 4.65% 34% 94 15.96% 2
Ativo Capital Management
2050
Ativo Capital Management
Illinois
$399M +$23.4M +6% 9.77% 63.8% 234 21.37% 1.3