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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
JAFL
2026
Jay A. Fishman Ltd
Michigan
$632M +$59M +10% 13% 105% 89 6.74%
JLBC
2027
J.L. Bainbridge & Co
Florida
$631M +$81.2M +15% 8.01% 93.8% 83 19.28%
WSCM
2028
Wellington Shields Capital Management
New York
$631M +$7.52M +1% 11.7% 137% 252 17.46%
EPC
2029
Emerson Point Capital
New York
$630M +$104M +20% 15% 94.8% 37 13.51%
QCMNJ
2030
Quantum Capital Management (New Jersey)
New Jersey
$630M +$59.8M +10% 12.7% 22.7% 36 11.11%
RWM
2031
RKL Wealth Management
Pennsylvania
$628M +$44.9M +8% 7.01% 70.2% 121 13.22%
SFG
2032
Sather Financial Group
Texas
$628M +$44.9M +8% 11.3% 70% 47 23.4%
SLF
2033
Sun Life Financial
Ontario, Canada
$627M +$113M +22% 5.85% 65.7% 523 12.05%
BCM
2034
Bowie Capital Management
Texas
$627M +$26M +4% 10.9% 31.6% 47 29.79%
MHS
2035
M Holdings Securities
Oregon
$627M +$68M +12% 7.52% 83.9% 178 19.66%
SM
2036
Sunriver Management
Connecticut
$626M -$7.93M -1% 12.1% 9.27% 24 33.33%
JMFC
2037
J.M. Forbes & Co
Massachusetts
$625M +$64.4M +11% 10.2% 95.1% 105 8.57%
BCL
2038
Bracebridge Capital LLC
Massachusetts
$624M +$283M +83% 2.51% 156% 13 15.38%
SWM
2039
SeaCrest Wealth Management
New York
$624M +$45.4M +8% 9.83% 142% 627 19.46%
KFA
2040
Kays Financial Advisory
Georgia
$624M +$48.9M +9% 6.1% 23.3% 101 7.92%
FC
2041
Fairpointe Capital
Illinois
$624M -$62.7M -9% 6.56% 48.1% 80 11.25%
NC
2042
NewSquare Capital
Pennsylvania
$623M +$36.8M +6% 6.91% 76.5% 426 25.82%
LIM
2043
Lingotto Investment Management
United Kingdom
$622M +$12.4M +2% 8.81% 388% 9 11.11%
WCP
2044
Waterfront Capital Partners
New York
$622M +$14.8M +2% 6.3% 88.3% 62 56.45%
AF
2045
Ally Financial
Michigan
$621M +$13.7M +2% 3.24% 9.35% 121 14.05%
M
2046
Mirova
France
$621M +$186M +43% 43.2% 64.6% 230 39.13%
AWMS
2047
Advocacy Wealth Management Services
Georgia
$621M +$127M +26% 3.71% 48.3% 140 10%
DTL
2048
Dynamic Technology Lab
Singapore
$621M -$43.6M -7% 5.71% 30.8% 1,508 75.6%
RCYC
2049
Richard C. Young & Co
Rhode Island
$620M +$20.1M +3% 7.1% 137% 88 25%
AACA
2050
American Assets Capital Advisers
California
$620M +$100M +19% 10.2% 73.5% 36 8.33%