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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)
Nachman Norwood & Parrott
2026
Nachman Norwood & Parrott
South Carolina
$611M +$49M +9% 6.32% – 255 11.76% 0.9
Phillips Financial Management
2027
Phillips Financial Management
Indiana
$610M +$41.3M +7% 4.51% 45.6% 79 5.06% 4.5
Horan Capital Management
2028
Horan Capital Management
Maryland
$609M +$49.7M +9% 10.3% 69.2% 56 12.5% 2.8
BTG Pactual Global Asset Management
2029
BTG Pactual Global Asset Management
Bermuda
$609M +$385M +171% 14.8% 88.9% 119 79.83% 0.3
Pekin Hardy Strauss
2030
Pekin Hardy Strauss
Illinois
$609M +$94.6M +18% 9.63% 102% 237 14.77% 3.4
Ally Financial
2031
Ally Financial
Michigan
$609M +$46.4M +8% 6.18% 9.35% 131 35.88% 1.6
Cevian Capital II
2032
Cevian Capital II
Jersey
$608M +$36.7M +6% 6.43% 105% 2 0% 1.5
Bardin Hill Management Partners
2033
Bardin Hill Management Partners
New York
$608M +$31.5M +5% 29% 214% 50 68% 0.4
CAS Investment Partners
2034
CAS Investment Partners
Connecticut
$608M +$155M +34% 36.6% 527% 6 0% 1.1
Krilogy Financial
2035
Krilogy Financial
Missouri
$608M +$54.5M +10% 5.84% 79% 210 14.76% 2.4
Adell Harriman & Carpenter
2036
Adell Harriman & Carpenter
Texas
$608M +$55.8M +10% 10.1% 176% 142 4.93% 4.3
Foresite Capital Management II
2037
Foresite Capital Management II
California
$607M +$134M +28% 50.8% 66.2% 7 28.57% 3
MAM
2038
Mastrapasqua Asset Management
Tennessee
$607M +$63M +12% 9.41% 54.9% 140 10.71% 3.1
Citizens Business Bank
2039
Citizens Business Bank
California
$607M +$259K +0% 8.44% 108% 258 11.24% 4.1
Tygh Capital Management
2040
Tygh Capital Management
Oregon
$606M +$42.3M +8% 10.5% 251% 90 31.11% 1.3
Stearns Financial Services Group
2041
Stearns Financial Services Group
North Carolina
$605M +$38.8M +7% 5.37% 26.1% 193 13.99% 3.5
Girard Partners
2042
Girard Partners
Pennsylvania
$605M +$67.9M +13% 8.2% 25.7% 233 12.02% 3.4
NewSquare Capital
2043
NewSquare Capital
Pennsylvania
$604M +$52.1M +9% 4.57% 76.5% 344 22.09% 2.4
Howe & Rusling
2044
Howe & Rusling
New York
$604M +$33.6M +6% 10.1% 82% 910 15.49% 3.1
AIM
2045
Aigen Investment Management
New York
$604M – – 5% 55.5% 1,169 – 0
Brouwer & Janachowski
2046
Brouwer & Janachowski
California
$603M +$30.1M +5% 5.05% 41.8% 53 15.09% 3.6
Jackson Wealth Management
2047
Jackson Wealth Management
Florida
$603M +$125M +26% 9.75% 72.1% 156 25.64% 1.3
Colonial Trust Advisors
2048
Colonial Trust Advisors
South Carolina
$603M +$37.1M +7% 8.73% 80% 163 4.91% 4.1
Bedrijfstakpensioenfonds Voor De Media PNO
2049
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$601M +$17.6M +3% 10.3% 146% 37 8.11% 4.3
PS
2050
Presima Securities
Quebec, Canada
$601M -$8.85M -1% 0.81% 10.3% 40 12.5% 2.6