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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
SPC
2026
Stewart & Patten Company
California
$594M +$21.3M +4% 7.16% 27.5% 105 9.52%
AIM
2027
Astor Investment Management
Illinois
$592M -$32M -5% 4.63% 23.3% 62 37.1%
CW
2028
CreativeOne Wealth
Kansas
$592M +$74.1M +14% 4.46% 51.6% 231 26.84%
SWM
2029
Segment Wealth Management
Texas
$592M +$81.1M +16% 7.94% 102% 236 17.37%
CNBT
2030
Canandaigua National Bank & Trust
New York
$592M +$25M +4% 7.58% 292 11.99%
ACM
2031
Archon Capital Management
Washington
$590M +$166M +39% 15.2% 131% 30 20%
CLC
2032
Charles-Lim Capital
Hong Kong
$590M +$89.3M +18% 22.2% 21.5% 4 25%
JHP
2033
James Hambro & Partners
United Kingdom
$590M +$89.9M +18% 11.3% 79.2% 53 5.66%
NSEDCP
2034
NJ State Employees Deferred Compensation Plan
New Jersey
$589M +$42.3M +8% 11% 127% 547 5.12%
HCM
2035
Hengehold Capital Management
Ohio
$589M +$43.8M +8% 5.29% 48.1% 138 9.42%
CU
2036
CDAM (UK)
United Kingdom
$589M +$27.4M +5% 7.77% 2.11% 15 0%
SF
2037
Summit Financial
New Jersey
$589M -$1.41M -0.2% 7.55% 68.3% 47 48.94%
AI
2038
Accredited Investors
Minnesota
$589M +$69.4M +13% 8.99% 74% 152 15.13%
TF
2039
Trek Financial
Arizona
$588M -$119M -17% 6% 109% 127 29.13%
MGAM
2040
McGowan Group Asset Management
Texas
$588M -$33.9M -5% 0.15% 51.9% 96 9.38%
RA
2041
RFG Advisory
Alabama
$588M +$84.9M +17% 5.46% 52.3% 391 20.2%
BPM
2042
Bowling Portfolio Management
Ohio
$588M -$9.51M -2% 9.85% 45.7% 404 40.59%
NPPM
2043
North Point Portfolio Managers
Ohio
$587M +$39.9M +7% 10.3% 55% 80 8.75%
AP
2044
Archon Partners
New Jersey
$587M +$71.4M +14% 10.5% 88.8% 60 6.67%
BCC
2045
Biglari Capital Corp
Texas
$587M +$16.9M +3% 3.66% 47.7% 13 30.77%
CMO
2046
Covenant Multifamily Offices
Texas
$586M +$120M +26% 6.22% 38.3% 192 29.17%
PFA
2047
Pure Financial Advisors
California
$585M +$32.1M +6% 4.74% 37.2% 139 8.63%
RGREA
2048
Ranger Global Real Estate Advisors
Colorado
$585M +$134M +30% 1.64% 18% 30 26.67%
BCM
2049
Bayesian Capital Management
New York
$585M +$56.2M +11% 11.1% 113% 830 70%
JVBC
2050
J.V. Bruni & Co
Colorado
$584M +$30.4M +5% 9.34% 70.5% 25 8%