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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
GC
2026
Garde Capital
Washington
$530M +$20.9M +4% 4.39% 51.5% 174 6.9%
ACP
2027
Acuta Capital Partners
California
$530M -$28.3M -5% 20.1% 7,472% 99 60.61%
BI
2028
BlueSpruce Investments
Illinois
$530M -$1.04M -0.2% 8.32% 47.7% 16 25%
AAS
2029
Annex Advisory Services
Wisconsin
$529M +$41M +8% 6.13% 77.9% 133 15.04%
CCP
2030
Cardan Capital Partners
Colorado
$529M +$27.9M +6% 3.35% 64% 128 11.72%
JAM
2031
Jacobs Asset Management
New York
$528M +$4.01M +0.8% 3% 79.5% 54 29.63%
BFS
2032
Baskin Financial Services
Ontario, Canada
$527M +$12.6M +2% 5.07% 60% 50 6%
SAM
2033
Silverback Asset Management
North Carolina
$527M -$97.9M -16% 0.33% 92.4% 52 15.38%
BCM
2034
Blockhouse Capital Management
New York
$526M +$157M +42% 11.2% 57 61.4%
A
2035
AdvicePeriod
California
$526M 3.35% 31.5% 67
FGP
2036
Foyston, Gordon, & Payne
Ontario, Canada
$526M -$50.4M -9% 5.97% 56.9% 65 4.62%
HTHT
2037
Hemenway Trust Hemenway Trust
New Hampshire
$525M +$46M +10% 5.25% 58.4% 157 23.57%
ES
2038
Equitec Specialists
Illinois
$523M -$127M -20% 0.36% 65.4% 123 37.4%
IFAM
2039
Institutional & Family Asset Management
Colorado
$522M +$24.5M +5% 4.83% 19% 188 16.49%
FTCM
2040
First Trust Capital Management
Illinois
$522M -$122M -19% 14.4% 186% 79 73.42%
VWM
2041
Venturi Wealth Management
Texas
$522M +$49.2M +10% 6.13% 101% 204 16.18%
GP
2042
Girard Partners
Pennsylvania
$522M +$37.4M +8% 6.47% 25.7% 290 14.48%
AAIM
2043
American Assets Investment Management
California
$522M +$20.9M +4% 3.83% 413% 158 6.96%
AAM
2044
Auxier Asset Management
Oregon
$521M +$28.7M +6% 6.82% 58.4% 160 11.25%
LM
2045
Lasry Marc
$521M +$44.7M +9% 10.4% 14.8% 14 14.29%
CCMD
2046
Cypress Capital Management (Delaware)
Delaware
$521M +$48.7M +10% 4.91% 25.6% 148 10.81%
CC
2047
Crosslink Capital
California
$520M -$68.8M -12% 0.22% 105% 35 28.57%
TCM
2048
Tufton Capital Management
Maryland
$519M +$19.2M +4% 5.56% 86.5% 136 7.35%
CIA
2049
CCM Investment Advisers
South Carolina
$519M -$645K -0.1% 7.34% 118% 94 13.83%
BAS
2050
Brown Advisory Securities
Maryland
$519M +$56.4M +12% 7.07% 51.2% 409 9.78%