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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
HH
2026
Hilltop Holdings
Texas
$962M +$49.7M +5% 7.08% 96.7% 665 22.26%
MYIA
2027
Mount Yale Investment Advisors
Colorado
$962M +$92.6M +11% 11.3% 81.9% 508 20.28%
CA
2028
Cortland Associates
Missouri
$962M +$53.5M +6% 2.26% 57.1% 65 6.15%
PIP
2029
Permian Investment Partners
Texas
$962M -$45.6M -5% 12.6% 78.6% 57 85.96%
BST
2030
Bath Savings Trust
Maine
$962M +$96.7M +11% 12% 47.3% 169 8.88%
BFIM
2031
Beese Fulmer Investment Management
Ohio
$961M +$72.8M +8% 9.81% 113% 252 8.33%
JSW
2032
Journey Strategic Wealth
New Jersey
$961M 10.4% 62.2% 211
BWM
2033
BerganKDV Wealth Management
Minnesota
$958M +$75.5M +9% 5.94% 27.9% 1,157 12.53%
MICM
2034
Matthews International Capital Management
California
$958M -$692M -42% 11.4% 227% 47 29.79%
TW
2035
Transform Wealth
Colorado
$957M +$85.1M +10% 11.7% 48.4% 232 9.91%
ERIM
2036
Eagle Ridge Investment Management
Connecticut
$956M +$57.4M +6% 10.8% 28.2% 161 11.8%
WC
2037
Woodstock Corp
Massachusetts
$955M +$97.5M +11% 13.4% 96.1% 195 7.18%
GL
2038
Graypoint LLC
New York
$954M +$140M +17% 9.79% 72.8% 311 15.76%
GIM
2039
Growth Interface Management
Florida
$954M +$45M +5% 8.75% 12% 10 10%
SWM
2040
Segment Wealth Management
Texas
$953M +$111M +13% 10.6% 102% 266 18.05%
HHAA
2041
Henry H. Armstrong Associates
Pennsylvania
$953M +$89.3M +10% 12.3% 49.3% 60 1.67%
PWP
2042
Principle Wealth Partners
Connecticut
$952M +$86.3M +10% 9.61% 79.9% 330 10.3%
DBT
2043
Dubuque Bank & Trust
Iowa
$952M +$58.6M +7% 7.28% 24% 289 15.22%
PFC
2044
Poplar Forest Capital
California
$952M -$22.3M -2% 7.96% 30% 89 46.07%
PC
2045
Pier Capital
Connecticut
$948M -$16.6M -2% 2.42% 223% 131 23.66%
DWM
2046
Dakota Wealth Management
Florida
$948M +$78.6M +9% 8.95% 112% 414 22.95%
AVM
2047
Arch Venture Management
Illinois
$945M 12.4% 228% 9
FBFS
2048
First Business Financial Services
Wisconsin
$945M +$71.1M +8% 6.98% 74% 174 12.64%
BWA
2049
BDO Wealth Advisors
Florida
$945M +$36.7M +4% 5.78% 38.3% 1,181 11.94%
KTA
2050
Keeley-Teton Advisors
Illinois
$944M +$26.5M +3% 7.36% 28.6% 338 10.36%