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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)
TRUE Private Wealth Advisors
2026
TRUE Private Wealth Advisors
Oregon
$470M -$183M -28% 14.5% 89.2% 902 27.16% 0.9
Kopernik Global Investors
2027
Kopernik Global Investors
Florida
$470M -$88M -16% 27.6% 128% 28 14.29% 3.1
Wesleyan Assurance Society
2028
Wesleyan Assurance Society
United Kingdom
$469M -$64.2M -12% 20.9% 114% 92 8.7% 0.9
Hengehold Capital Management
2029
Hengehold Capital Management
Ohio
$469M -$120M -20% 13.5% 54.5% 141 20.57% 3.4
Sector Gamma AS
2030
Sector Gamma AS
Norway
$469M -$155M -25% 14.1% 61.8% 40 30% 2.1
Transform Wealth
2031
Transform Wealth
Colorado
$469M -$162M -26% 18.6% 48.4% 242 21.07% 1.7
SC
2032
Serenity Capital
California
$469M -$50.9M -10% 7.84% – 8 25% 1.6
Hikari Tsushin Inc
2033
Hikari Tsushin Inc
Japan
$468M -$98.6M -17% 20.2% 58.7% 48 27.08% 4.2
Greenwich Wealth Management
2034
Greenwich Wealth Management
Connecticut
$468M -$29M -6% 17.8% 214% 207 19.81% 3.7
American Assets Investment Management
2035
American Assets Investment Management
California
$467M -$199M -30% 26.2% 520% 174 2.87% 4
Dean Investment Associates
2036
Dean Investment Associates
Ohio
$467M -$172M -27% 25.8% 71% 272 39.71% 2.3
WC
2037
Walthausen & Co
New York
$467M -$297M -39% 29.6% 63.3% 150 22% 2.2
EnCap Energy Capital Fund X
2038
EnCap Energy Capital Fund X
Texas
$467M – – 77.8% – 1 – 0
Third Security
2039
Third Security
Virginia
$466M -$154M -25% 26.6% 28.2% 12 16.67% 4.7
SeaCrest Wealth Management
2040
SeaCrest Wealth Management
New York
$465M -$132M -22% 16.4% 153% 604 23.68% 1.8
Almanack Investment Partners
2041
Almanack Investment Partners
Pennsylvania
$465M -$59M -11% 10.5% 82.2% 331 57.7% 0.8
Jacobi Capital Management
2042
Jacobi Capital Management
Pennsylvania
$465M -$82.9M -15% 17.7% 83.4% 1,247 15.24% 2.4
Van Hulzen Asset Management
2043
Van Hulzen Asset Management
California
$464M -$51.9M -10% 13.4% 93% 315 33.65% 2
Salesforce Inc
2044
Salesforce Inc
California
$464M +$118M +34% 99.5% 33.9% 3 0% 1.4
Howe & Rusling
2045
Howe & Rusling
New York
$464M -$140M -23% 18.8% 82% 935 24.71% 3.3
Narwhal Capital Management
2046
Narwhal Capital Management
Georgia
$464M -$80.9M -15% 17.1% 109% 150 22% 4.2
Clearwater Capital Advisors
2047
Clearwater Capital Advisors
Illinois
$464M -$136M -23% 15.8% 49.7% 176 21.59% 3.1
FORA Capital
2048
FORA Capital
Florida
$463M -$529M -53% 21.7% 177% 1,478 73.34% 0.1
Community Bank
2049
Community Bank
New York
$463M -$105M -19% 18.4% 86.3% 438 6.85% 3.8
BCM
2050
Bayesian Capital Management
New York
$463M -$122M -21% 25.1% 107% 1,051 73.36% 0.2