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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
PFP
2026
Patriot Financial Partners
Pennsylvania
$417M +$42M +11% 7.49% 16.6% 17 23.53%
PWP
2027
Private Wealth Partners
California
$416M +$332K +0.1% 4.69% 112% 130 10.77%
FC
2028
Foundation Capital
California
$416M +$4.17M +1% 18.3% 8 12.5%
CA
2029
CapWealth Advisors
Tennessee
$416M +$6.75M +2% 3.95% 143% 350 20%
WTB
2030
Washington Trust Bank
Washington
$416M +$29.5M +8% 6.49% 80.5% 1,250 44.48%
VCM
2031
V3 Capital Management
Texas
$415M +$18.2M +5% 1.43% 20.5% 19 63.16%
FRGX
2032
First Reserve GP XI
Connecticut
$415M +$15.3M +4% 4% 26.4% 2 0%
CW
2033
Cobiz Wealth
Colorado
$415M +$17.7M +4% 4.86% 54% 142 10.56%
MFM
2034
Marianas Fund Management
New York
$415M -$68.8M -14% 0.56% 26% 29 62.07%
YIA
2035
YHB Investment Advisors
Connecticut
$414M -$40.5M -9% 2.81% 85.7% 176 11.93%
PC
2036
Perry Capital
New York
$414M -$1.02B -71% 14.3% 7.3% 11 72.73%
MWM
2037
Mission Wealth Management
California
$414M +$37.3M +10% 3.77% 80% 176 14.77%
GA
2038
GRS Advisors
Illinois
$413M +$55.1M +15% 1.86% 54.3% 30 40%
RCM
2039
Radcliffe Capital Management
Pennsylvania
$413M +$1.52M +0.4% 0% 4.8% 30 13.33%
SCA
2040
Stieven Capital Advisors
Missouri
$411M +$52.1M +15% 10.7% 117% 75 21.33%
PTC
2041
Private Trust Company
Ohio
$410M +$25.9M +7% 2% 79.6% 336 12.8%
MBTD
2042
Mechanics Bank - Trust Department
California
$410M +$139M +51% 1.14% 67.2% 176 39.77%
FBFS
2043
First Business Financial Services
Wisconsin
$409M +$20.3M +5% 3.13% 74% 81 27.16%
SCM
2044
Symons Capital Management
Pennsylvania
$408M -$21.8M -5% 3.86% 25.4% 68 23.53%
PGH
2045
Partners Group Holding
Switzerland
$408M +$8.86M +2% 4.25% 23.3% 43 25.58%
IMOV
2046
Investment Management of Virginia
Virginia
$408M +$16.6M +4% 8.67% 93.4% 150 10%
PCIG
2047
Partners Capital Investment Group
Massachusetts
$408M +$49.1M +14% 7.82% 47.5% 75 6.67%
MAM
2048
Mastrapasqua Asset Management
Tennessee
$406M +$5.91M +1% 5.99% 54.9% 142 9.15%
TCSAM
2049
Tyrus Capital S.A.M.
Monaco
$406M -$90.6M -18% 9.48% 34 64.71%
JAFL
2050
Jay A. Fishman Ltd
Michigan
$406M +$11M +3% 9.32% 105% 88 7.95%