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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
TPWA
2026
TRUE Private Wealth Advisors
Oregon
$470M -$183M -28% 14.5% 84% 902 27.16%
KGI
2027
Kopernik Global Investors
Florida
$470M -$88M -16% 27.6% 128% 28 14.29%
WAS
2028
Wesleyan Assurance Society
United Kingdom
$469M -$64.2M -12% 20.9% 102% 92 8.7%
HCM
2029
Hengehold Capital Management
Ohio
$469M -$120M -20% 13.5% 48.1% 141 20.57%
SGA
2030
Sector Gamma AS
Norway
$469M -$155M -25% 14.1% 35.3% 40 30%
TW
2031
Transform Wealth
Colorado
$469M -$162M -26% 18.6% 48.4% 242 21.07%
SC
2032
Serenity Capital
California
$469M -$50.9M -10% 7.84% 8 25%
HTI
2033
Hikari Tsushin Inc
Japan
$468M -$98.6M -17% 20.2% 59.5% 48 27.08%
GWM
2034
Greenwich Wealth Management
Connecticut
$468M -$29M -6% 17.8% 198% 207 19.81%
AAIM
2035
American Assets Investment Management
California
$467M -$199M -30% 26.2% 507% 174 2.87%
DIA
2036
Dean Investment Associates
Ohio
$467M -$172M -27% 25.8% 63.5% 272 39.71%
WC
2037
Walthausen & Co
New York
$467M -$297M -39% 29.6% 63.3% 150 22%
EECFX
2038
EnCap Energy Capital Fund X
Texas
$467M 77.8% 1
TS
2039
Third Security
Virginia
$466M -$154M -25% 26.6% 28.2% 12 16.67%
SWM
2040
SeaCrest Wealth Management
New York
$465M -$132M -22% 16.4% 142% 604 23.68%
JCM
2041
Jacobi Capital Management
Pennsylvania
$465M -$82.9M -15% 17.7% 76.6% 1,247 15.24%
AIP
2042
Almanack Investment Partners
Pennsylvania
$465M -$59M -11% 10.5% 77.8% 331 57.7%
VHAM
2043
Van Hulzen Asset Management
California
$464M -$51.9M -10% 13.4% 86.3% 315 33.65%
SI
2044
Salesforce Inc
California
$464M +$118M +34% 99.5% 33.9% 3 0%
HR
2045
Howe & Rusling
New York
$464M -$140M -23% 18.8% 82% 935 24.71%
NCM
2046
Narwhal Capital Management
Georgia
$464M -$80.9M -15% 17.1% 93.8% 150 22%
CCA
2047
Clearwater Capital Advisors
Illinois
$464M -$136M -23% 15.8% 44.7% 176 21.59%
FC
2048
FORA Capital
Florida
$463M -$529M -53% 21.7% 162% 1,478 73.34%
CB
2049
Community Bank
New York
$463M -$105M -19% 18.4% 73.5% 438 6.85%
BCM
2050
Bayesian Capital Management
New York
$463M -$122M -21% 25.1% 107% 1,051 73.36%