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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)
Resource Management
2026
Resource Management
Louisiana
$578M +$105M +22% 21.1% 82.7% 156 21.15% 1.9
Narwhal Capital Management
2027
Narwhal Capital Management
Georgia
$577M +$113M +24% 22.8% 93.8% 146 18.49% 3.9
Arete Wealth Advisors
2028
Arete Wealth Advisors
Illinois
$577M +$69.1M +14% 18.7% 85.3% 412 27.67% 2
Newfoundland Capital Management
2029
Newfoundland Capital Management
Brazil
$576M +$113M +24% 23.6% 49.5% 82 56.1% 0.4
Marble Harbor Investment Counsel
2030
Marble Harbor Investment Counsel
Massachusetts
$575M +$67M +13% 22.3% 66.7% 167 13.77% 4.5
Prospector Partners
2031
Prospector Partners
Connecticut
$575M +$45.6M +9% 15.3% 53.6% 120 20% 3.7
Kays Financial Advisory
2032
Kays Financial Advisory
Georgia
$575M +$87.5M +18% 16.6% 23.3% 96 10.42% 2.7
London & Capital Asset Management
2033
London & Capital Asset Management
United Kingdom
$575M +$149M +35% 15.2% 88.8% 110 30.91% 0.9
Investure LLC
2034
Investure LLC
Virginia
$575M +$81.1M +16% 19.5% 55.4% 16 62.5% 1
Campbell Wealth Management
2035
Campbell Wealth Management
Virginia
$574M +$116M +25% 15.5% 11.2% 379 86.81% 0.2
Jay A. Fishman Ltd
2036
Jay A. Fishman Ltd
Michigan
$573M -$419M -42% 27.9% 119% 99 18.18% 4.3
CEI
2037
Clark Estates Inc
New York
$572M +$80.2M +16% 20% 34.5% 114 30.7% 1.9
Circle Wealth Management
2038
Circle Wealth Management
New Jersey
$571M +$58.4M +11% 20.3% 71.8% 237 35.02% 1.3
CWA Asset Management Group
2039
CWA Asset Management Group
Florida
$571M +$46.1M +9% 22.2% – 263 31.18% 2
AIC
2040
AWM Investment Company
New York
$571M +$193M +51% 70.7% 778% 101 28.71% 2.3
Bronte Capital Management
2041
Bronte Capital Management
Australia
$570M -$40.7M -7% 23.9% 123% 13 15.38% 1
First Fiduciary Investment Counsel
2042
First Fiduciary Investment Counsel
Ohio
$570M +$192M +51% 13.4% 60% 64 10.94% 2.7
Quantum Capital Management (New Jersey)
2043
Quantum Capital Management (New Jersey)
New Jersey
$570M +$134M +31% 27.7% 22.7% 37 10.81% 4
Wesleyan Assurance Society
2044
Wesleyan Assurance Society
United Kingdom
$569M +$100M +21% 19.4% 102% 94 9.57% 1.1
BDO Wealth Advisors
2045
BDO Wealth Advisors
Florida
$569M +$74.3M +15% 17.3% 38.3% 807 17.6% 1.6
Tree Line Advisors
2046
Tree Line Advisors
Hong Kong
$569M +$226M +66% 93.8% 670% 6 16.67% 1.2
AGM
2047
Alpine Global Management
New York
$568M +$87.1M +18% 30.7% 149% 477 83.65% 0.1
Citizens Business Bank
2048
Citizens Business Bank
California
$567M +$81.6M +17% 19.4% 108% 251 13.15% 4.1
Skylands Capital
2049
Skylands Capital
Wisconsin
$566M +$115M +26% 32.2% 61% 140 21.43% 3.6
Weatherly Asset Management
2050
Weatherly Asset Management
California
$566M +$108M +24% 24.6% 116% 176 6.82% 4.7