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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
WEC
2026
White Elm Capital
Connecticut
$505M -$20.8M -4% 5.91% 103% 29 10.34%
SPCM
2027
Sound Point Capital Management
New York
$505M +$16.5M +3% 9.55% 61.5% 35 22.86%
CHAM
2028
Clear Harbor Asset Management
Connecticut
$504M -$18.7M -4% 3.26% 98.6% 271 15.5%
FBFS
2029
First Business Financial Services
Wisconsin
$503M +$15.6M +3% 3.67% 74% 89 24.72%
DWT
2030
Dorsey & Whitney Trust
South Dakota
$503M +$1.11M +0.2% 3.68% 86% 376 16.76%
EC
2031
Estate Counselors
Wisconsin
$502M +$61.1M +14% 3.45% 60% 61 8.2%
BTIS
2032
BB&T Investment Services
North Carolina
$501M +$103M +26% 3.33% 1,387 20.69%
MVUM
2033
Matrix VIII US Management
Massachusetts
$501M +$59.9M +14% 13.6% 1 0%
KFS
2034
Kurt F. Somerville
$501M +$11.3M +2% 4.78% 92.9% 111 11.71%
CCP
2035
Cardan Capital Partners
Colorado
$501M -$12.4M -2% 2.91% 64% 127 9.45%
AAIM
2036
American Assets Investment Management
California
$501M +$17.1M +4% 3.07% 507% 160 9.38%
TCM
2037
Tygh Capital Management
Oregon
$500M +$59.4M +13% 9.1% 251% 102 28.43%
CFG
2038
CNO Financial Group
Indiana
$500M +$113M +29% 0.67% 22 27.27%
LCM
2039
Lomas Capital Management
New York
$500M +$35.5M +8% 8.68% 66.3% 38 47.37%
TCM
2040
Tufton Capital Management
Maryland
$500M +$7.17M +1% 3.79% 86.5% 139 12.95%
MFAM
2041
Motley Fool Asset Management
Virginia
$499M +$16.4M +3% 5.89% 117% 69 8.7%
SC
2042
Selz Capital
New York
$498M +$144M +41% 5.8% 10.2% 67 41.79%
IFAM
2043
Institutional & Family Asset Management
Colorado
$498M +$89.2M +22% 2.48% 19% 177 28.81%
CCM
2044
Condor Capital Management
New Jersey
$498M +$23M +5% 4.43% 58.2% 180 3.89%
PWP
2045
Private Wealth Partners
California
$497M +$36.9M +8% 5.69% 112% 130 19.23%
HCM
2046
Heathbridge Capital Management
Ontario, Canada
$497M +$32.1M +7% 6.49% 58.7% 32 6.25%
GPCM
2047
Greenbrier Partners Capital Management
Texas
$496M +$21.4M +5% 5.32% 96.1% 16 0%
BGDI
2048
BW Gestao de Investimentos
Brazil
$496M +$124M +33% 3.86% 95.1% 103 37.86%
CLC
2049
Charles-Lim Capital
Hong Kong
$495M +$96.2M +24% 12.4% 4.44% 7 28.57%
VC
2050
Vivo Capital
California
$495M +$97.7M +25% 18.2% 7,491% 33 33.33%