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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)
Portfolio Solutions
2026
Portfolio Solutions
Michigan
$763M +$43.3M +6% 16.3% 11.6% 55 40% 3.2
Sun Life Financial
2027
Sun Life Financial
Ontario, Canada
$762M +$135M +22% 12.4% 77.5% 517 2.13% 3.5
Thomasville National Bank
2028
Thomasville National Bank
Georgia
$762M +$96.9M +15% 15% – 206 9.22% 3.7
Transcend Capital Advisors
2029
Transcend Capital Advisors
New Jersey
$761M +$212M +38% 11.2% 71.6% 405 40.74% 0.3
MAM
2030
Mastrapasqua Asset Management
Tennessee
$760M +$45.3M +6% 12.2% 54.9% 148 8.11% 3.2
Adell Harriman & Carpenter
2031
Adell Harriman & Carpenter
Texas
$759M +$89.3M +13% 12.4% 191% 155 10.32% 4.1
Henry H. Armstrong Associates
2032
Henry H. Armstrong Associates
Pennsylvania
$759M +$37.8M +5% 6.58% 70% 60 5% 4.8
Folger Nolan Fleming Douglas Capital Management
2033
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$759M +$91M +14% 13.3% 77.5% 149 6.04% 6
Principle Wealth Partners
2034
Principle Wealth Partners
Connecticut
$759M +$400M +111% 11.3% 90.7% 275 45.82% 0.9
Leuthold Group
2035
Leuthold Group
Minnesota
$759M +$29.1M +4% 14% 138% 198 29.8% 1.5
Bangor Savings Bank
2036
Bangor Savings Bank
Maine
$759M +$105M +16% 11.4% 54.6% 181 6.63% 4.4
Soleus Capital Management
2037
Soleus Capital Management
Connecticut
$758M +$569M +302% 23% 508% 85 49.41% 0.4
Fiduciary Group
2038
Fiduciary Group
Georgia
$758M +$95.9M +14% 11.7% 76.2% 223 8.52% 3.6
Bath Savings Trust
2039
Bath Savings Trust
Maine
$758M +$148M +24% 11.2% 57.8% 153 19.61% 4.2
Monashee Investment Management
2040
Monashee Investment Management
Massachusetts
$757M +$293M +63% 24.7% 460% 384 82.03% 0.1
Parcion Private Wealth
2041
Parcion Private Wealth
Washington
$756M +$102M +16% 13.4% 114% 194 13.4% 0.8
Strategy Capital
2042
Strategy Capital
California
$756M +$54M +8% 15.5% 371% 8 12.5% 1.5
Towle & Co
2043
Towle & Co
Colorado
$756M +$160M +27% 43.3% 169% 34 11.76% 2.2
Griffin Asset Management
2044
Griffin Asset Management
New York
$754M +$104M +16% 19.4% 88.9% 236 18.64% 3.2
Clearwater Capital Advisors
2045
Clearwater Capital Advisors
Illinois
$754M +$117M +18% 9.35% 49.7% 162 18.52% 3
Legacy Wealth Management (Tennessee)
2046
Legacy Wealth Management (Tennessee)
Tennessee
$753M +$98.9M +15% 16.9% 50.4% 13 0% 4.9
Lannebo Fonder
2047
Lannebo Fonder
Sweden
$753M +$50.6M +7% 14.6% 49.8% 39 5.13% 2.8
Capital One Financial
2048
Capital One Financial
Virginia
$751M -$40.6M -5% 8.13% – 260 30% 0.7
First Interstate Bank
2049
First Interstate Bank
Montana
$751M +$84.4M +13% 11.7% 49.7% 109 9.17% 4.6
Coastline Trust
2050
Coastline Trust
Rhode Island
$750M +$85.1M +13% 12.8% 106% 327 7.95% 5