We are live on ! Find out more

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
RC
2026
Roundview Capital
New Jersey
$896M +$102M +13% 7.16% 77.7% 283 8.48%
NCM
2027
Novare Capital Management
North Carolina
$895M +$64M +8% 6.27% 76.5% 168 14.88%
OAM
2028
Origin Asset Management
United Kingdom
$895M -$82.9M -8% 2.64% 59.3% 145 29.66%
MFIMFI
2029
Mesirow Financial Investment Management - Fixed Income
Illinois
$894M +$32.2M +4% 8.59% 26.9% 154 25.97%
WDA
2030
Wendell David Associates
New Hampshire
$893M +$62.4M +8% 7.13% 46% 155 4.52%
SSP
2031
Sixth Street Partners
Texas
$893M -$44.8M -5% 1.59% 5.31% 9 22.22%
MIM
2032
Morningstar Investment Management
Illinois
$893M -$104M -10% 5% 48.2% 45 44.44%
HCM
2033
Hodges Capital Management
Texas
$892M +$169M +23% 10.5% 200% 252 21.43%
IGM
2034
Incline Global Management
New York
$892M +$397M +80% 6.23% 40.1% 28 42.86%
YCMGA
2035
York Capital Management Global Advisors
New York
$892M +$196M +28% 13% 74.1% 76 60.53%
DCC
2036
Dow Chemical Company
Michigan
$891M +$475M +114% 3.77% 29.4% 11 54.55%
FCB
2037
First Command Bank
Texas
$891M +$428M +92% 6.48% 34.1% 465 10.97%
FCFS
2038
First Command Financial Services
Texas
$891M +$428M +92% 6.48% 34.4% 465 10.97%
BSB
2039
Bangor Savings Bank
Maine
$891M +$61.7M +7% 4.63% 49.6% 196 4.59%
CW
2040
Connectus Wealth
Ohio
$891M +$56.1M +7% 10% 37.8% 35 11.43%
KPW
2041
Kore Private Wealth
New York
$890M +$149M +20% 8.06% 35.9% 441 19.73%
DACG
2042
Donor Advised Charitable Giving
California
$889M -$83.4M -9% 25.2% 365% 116 4.31%
GCP
2043
GSA Capital Partners
United Kingdom
$889M +$286M +47% 7.17% 94.7% 1,751 66.76%
HH
2044
Hilltop Holdings
Texas
$888M +$113M +15% 6.99% 96.7% 598 20.4%
ACM
2045
Archon Capital Management
Washington
$887M +$192M +28% 8.05% 222% 43 37.21%
CCA
2046
Conservest Capital Advisors
Pennsylvania
$886M +$15M +2% 5.91% 58.6% 82 7.32%
BHB
2047
Bank Hapoalim BM
Israel
$884M +$96.4M +12% 7.58% 76.6% 249 11.65%
BFIM
2048
Beese Fulmer Investment Management
Ohio
$884M +$51.3M +6% 7.1% 113% 240 10.42%
OFM
2049
Omega Fund Management
Massachusetts
$884M -$174M -16% 7.74% 106% 24 4.17%
TCM
2050
Tensile Capital Management
California
$883M +$121M +16% 29.5% 47.7% 19 21.05%