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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)
McDaniel Terry & Co
2026
McDaniel Terry & Co
Texas
$544M -$3M -0.5% 0.4% 57.9% 68 10.29% 3.3
Kelly Lawrence W & Associates
2027
Kelly Lawrence W & Associates
California
$544M +$15.6M +3% 3.25% 123% 137 2.92% 3.1
Woodstock Corp
2028
Woodstock Corp
Massachusetts
$543M +$14.4M +3% 4.84% 115% 167 3.59% 3.8
Foyston, Gordon, & Payne
2029
Foyston, Gordon, & Payne
Ontario, Canada
$542M +$22.7M +4% 1.17% 57.2% 64 4.69% 3.2
Hemenway Trust Hemenway Trust
2030
Hemenway Trust Hemenway Trust
New Hampshire
$542M +$16.2M +3% 3.13% 87.2% 145 8.28% 3.2
Harvey Investment Company
2031
Harvey Investment Company
Kentucky
$542M -$321K -0.1% 1.43% 56.4% 88 9.09% 3.8
Randolph Company
2032
Randolph Company
Ohio
$541M -$8.94M -2% 3.66% 120% 42 16.67% 1.7
NC
2033
Nokomis Capital
Texas
$540M +$18.9M +4% 12.1% 145% 46 28.26% 1.7
Winslow Asset Management
2034
Winslow Asset Management
Ohio
$539M +$18.8M +4% 5.53% 89.9% 97 10.31% 3.9
Lunia Capital
2035
Lunia Capital
Texas
$538M +$20.3M +4% 6.76% 115% 39 43.59% 0.3
Venturi Wealth Management
2036
Venturi Wealth Management
Texas
$537M +$18.2M +4% 4.53% 101% 204 33.82% 1.3
HAM
2037
Hillcrest Asset Management
Texas
$537M +$39.4M +8% 12.5% 97.2% 67 25.37% 1.3
Hudson Edge Investment Partners
2038
Hudson Edge Investment Partners
New Jersey
$536M -$124M -19% 3.62% 68.6% 161 12.42% 2.8
CPP
2039
Crow Point Partners
Massachusetts
$536M -$8.27M -2% 3.16% 56.9% 281 64.41% 1.3
Community Bank
2040
Community Bank
New York
$535M +$2.44M +0.5% 1.16% 73.5% 597 11.73% 2.3
CGM
2041
Centenus Global Management
New York
$535M -$69.5M -11% 8.13% – 161 73.29% 0.2
Clear Harbor Asset Management
2042
Clear Harbor Asset Management
Connecticut
$535M +$23.6M +5% 1.37% 98.6% 265 15.85% 2.7
Jay A. Fishman Ltd
2043
Jay A. Fishman Ltd
Michigan
$535M +$5.7M +1% 4.08% 105% 88 4.55% 3.5
NM
2044
Newtyn Management
New York
$534M -$25.7M -5% 14.4% 52% 31 54.84% 0.9
Baskin Financial Services
2045
Baskin Financial Services
Ontario, Canada
$534M +$13.5M +3% 3.81% 69.1% 54 20.37% 3.1
Empirical Wealth Management
2046
Empirical Wealth Management
Washington
$534M +$28.1M +6% 0.2% 78.8% 190 12.63% 2.3
Triodos Investment Management
2047
Triodos Investment Management
Netherlands
$533M – – 0.63% 89.9% 48 – 0
PGCM
2048
Prescott Group Capital Management
Oklahoma
$532M +$72.5M +16% 9.68% 148% 233 26.61% 1.8
AA
2049
Ancient Art
Texas
$532M +$31.7M +6% 4.02% 168% 15 26.67% 2
Girard Partners
2050
Girard Partners
Pennsylvania
$530M +$102M +24% 2.77% 25.7% 282 20.57% 2.2