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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)
ARS Investment Partners
2026
ARS Investment Partners
New York
$552M +$79.9M +17% 21.6% 260% 120 10.83% 2.8
John G. Ullman & Associates
2027
John G. Ullman & Associates
New York
$552M +$56.6M +11% 12.4% 156% 134 8.21% 3.3
BPIH
2028
Broad Peak Investment Holdings
Singapore
$552M -$57.6M -9% 12.4% 52.2% 19 63.16% 0.6
Cevian Capital II
2029
Cevian Capital II
Jersey
$552M +$14.9M +3% 2.88% 105% 2 0% 0.8
J.V. Bruni & Co
2030
J.V. Bruni & Co
Colorado
$551M +$40.7M +8% 16.2% 97.9% 28 0% 3.4
NJ State Employees Deferred Compensation Plan
2031
NJ State Employees Deferred Compensation Plan
New Jersey
$550M +$69.7M +15% 16% 127% 562 12.46% 3
Permian Investment Partners
2032
Permian Investment Partners
Texas
$550M -$50.3M -8% 14.2% 78.6% 13 61.54% 0.8
JMH
2033
J.M. Hartwell
New York
$550M +$68.3M +14% 16.2% 72.2% 85 14.12% 3.1
NBT Bank
2034
NBT Bank
New York
$549M -$69.5M -11% 12.1% 77% 192 10.42% 4.7
AA
2035
Ancient Art
Texas
$549M +$51.3M +10% 13.5% 168% 15 26.67% 1.9
Weld Capital Management
2036
Weld Capital Management
New York
$549M +$105M +24% 15.5% – 989 73.81% 0.1
Ellington Management Group
2037
Ellington Management Group
Connecticut
$549M +$219M +66% 17.3% 16.1% 749 77.7% 0.2
Stewart & Patten Company
2038
Stewart & Patten Company
California
$548M +$61.3M +13% 13.3% 27.5% 94 9.57% 4.4
SG Capital Management
2039
SG Capital Management
Illinois
$548M +$214M +64% 22% 250% 74 86.49% 0.2
VS
2040
VK Services
California
$548M +$279M +104% 104% 1,605% 1 0% 0.3
Summit Securities Group
2041
Summit Securities Group
New York
$548M -$607M -53% 9.6% 136% 397 77.33% 0.4
Stieven Capital Advisors
2042
Stieven Capital Advisors
Missouri
$547M +$30.1M +6% 8.72% 117% 70 22.86% 2.5
Planning Alternatives
2043
Planning Alternatives
Michigan
$547M +$67.9M +14% 9.93% 69.6% 53 24.53% 3.9
Vestor Capital
2044
Vestor Capital
Illinois
$546M +$87M +19% 13.4% 188% 155 34.84% 2.3
Ritholtz Wealth Management
2045
Ritholtz Wealth Management
New York
$546M +$105M +24% 9.93% 93% 137 18.25% 1.2
SCM
2046
SIR Capital Management
New York
$545M +$244M +81% 16.4% 71.1% 69 59.42% 0.4
Pensionfund DSM Netherlands
2047
Pensionfund DSM Netherlands
Netherlands
$544M +$38.9M +8% 13.8% 36.9% 218 12.39% 2.5
DA
2048
DSC Advisors
Illinois
$544M -$282M -34% 8.39% 3.18% 92 40.22% 1.4
Beryl Capital Management
2049
Beryl Capital Management
California
$544M -$65.3M -11% 75% 3,932% 51 88.24% 0.1
Hunting Hill Global Capital
2050
Hunting Hill Global Capital
New York
$544M +$208M +62% 21.8% 132% 24 70.83% 0.3