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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)
CGM
2026
Centenus Global Management
New York
$557M +$21.4M +4% 2.85% – 168 69.05% 0.2
Independent Advisor Alliance
2027
Independent Advisor Alliance
North Carolina
$555M +$74.8M +16% 6.69% 135% 424 24.06% 1
Resources Management Corp
2028
Resources Management Corp
Connecticut
$554M – – 6.96% 78.5% 463 – 0
Centaurus Financial
2029
Centaurus Financial
California
$554M -$171M -24% 5.64% 83.5% 2,532 79.19% 0.5
Guinness Asset Management
2030
Guinness Asset Management
United Kingdom
$553M +$42.8M +8% 3.29% 73.9% 103 4.85% 3.2
One Capital Management
2031
One Capital Management
California
$553M +$25M +5% 3.11% 50.5% 177 9.04% 2.8
Baltimore-Washington Financial Advisors
2032
Baltimore-Washington Financial Advisors
Maryland
$553M +$48.9M +10% 6.04% 80.6% 102 18.63% 2.3
Estate Counselors
2033
Estate Counselors
Wisconsin
$553M +$25M +5% 2.91% 60% 70 18.57% 2.4
Kemper
2034
Kemper
Illinois
$552M +$329M +148% 3.18% 28.6% 25 24% 2.2
Baskin Financial Services
2035
Baskin Financial Services
Ontario, Canada
$552M +$17.3M +3% 6.23% 69.1% 48 14.58% 3.1
Sun Life Financial
2036
Sun Life Financial
Ontario, Canada
$551M -$150M -21% 5.79% 65.7% 649 7.55% 1.5
MG
2037
Magnolia Group
Nebraska
$550M +$72.6M +15% 18.1% 9.52% 10 30% 0.9
John G. Ullman & Associates
2038
John G. Ullman & Associates
New York
$550M +$21.3M +4% 6.29% 156% 133 17.29% 2.9
New Leaf Venture Partners
2039
New Leaf Venture Partners
New York
$550M +$135M +33% 5.87% 3.91% 21 33.33% 0.8
Winslow Asset Management
2040
Winslow Asset Management
Ohio
$549M +$10.2M +2% 5.11% 89.9% 94 2.13% 4.1
TEC
2041
Tiger Eye Capital
Tennessee
$549M +$53.4M +11% 15.3% 116% 49 18.37% 0.9
Dorsey Wright & Associates
2042
Dorsey Wright & Associates
California
$549M -$132M -19% 9.02% 311% 324 75% 0.3
Condor Capital Management
2043
Condor Capital Management
New Jersey
$548M +$28.4M +5% 6.41% 58.2% 169 3.55% 3.7
WealthPLAN Partners
2044
WealthPLAN Partners
Nebraska
$548M +$60M +12% 6.97% 71.6% 297 27.27% 1.7
Resource Management
2045
Resource Management
Louisiana
$547M +$33.7M +7% 5.46% 82.7% 142 9.86% 0.7
Sageview Capital
2046
Sageview Capital
Connecticut
$547M -$285M -34% 33.9% 335% 2 0% 2.8
Solus Alternative Asset Management
2047
Solus Alternative Asset Management
New Jersey
$547M +$132M +32% 8.19% 79.3% 14 35.71% 1
Frazier Management
2048
Frazier Management
Washington
$546M +$63.4M +13% 15.4% 408% 17 29.41% 1
Stewart & Patten Company
2049
Stewart & Patten Company
California
$546M +$22M +4% 6.82% 27.5% 97 7.22% 4.1
Wealthcare Advisory Partners
2050
Wealthcare Advisory Partners
Pennsylvania
$545M +$34.5M +7% 4% 65.6% 1,357 10.32% 0.9