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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
NFG
2026
Nations Financial Group
Iowa
$691M -$54.3M -7% 4.66% 105% 568 14.96%
NCM
2027
Narwhal Capital Management
Georgia
$691M -$39M -5% 5.06% 93.8% 162 8.64%
TLFA
2028
True Link Financial Advisors
California
$690M +$28.6M +4% 4.5% 22.2% 135 15.56%
WB
2029
Webster Bank
Connecticut
$690M -$42.8M -6% 4.45% 77.5% 544 3.31%
SS
2030
Simplicity Solutions
Minnesota
$690M -$81.5M -11% 5.08% 37.1% 727 24.21%
HIC
2031
Harvey Investment Company
Kentucky
$690M -$21.5M -3% 1.32% 48.4% 90 2.22%
MICM
2032
Matthews International Capital Management
California
$688M -$8.24M -1% 7.71% 90.7% 43 13.95%
FCB
2033
First Command Bank
Texas
$688M +$1.61M +0.2% 7.38% 34.1% 481 27.03%
FCFS
2034
First Command Financial Services
Texas
$688M +$1.61M +0.2% 7.38% 34.4% 481 27.03%
SIS
2035
Sound Income Strategies
Florida
$688M -$62.2M -8% 7.21% 31.2% 1,016 11.32%
WJA
2036
Willis Johnson & Associates
Texas
$687M -$30.5M -4% 5.82% 41.9% 108 13.89%
GIM
2037
Grassi Investment Management
California
$686M -$70.9M -9% 7.39% 170% 126 4.76%
FVWA
2038
Foster Victor Wealth Advisors
South Carolina
$686M +$14M +2% 5.35% 68.9% 147 10.2%
AF
2039
Arrow Financial
New York
$686M -$47.7M -6% 5.06% 53.2% 355 5.35%
YCM
2040
Yakira Capital Management
Connecticut
$685M +$47.9M +8% 3.85% 77.4% 518 30.12%
AWMS
2041
Advocacy Wealth Management Services
Georgia
$685M +$63.4M +10% 3.6% 48.3% 156 17.95%
FTDI
2042
First Trust Direct Indexing
Massachusetts
$685M -$33.3M -5% 5.16% 69% 685 11.82%
GAMA
2043
Graticule Asia Macro Advisors
New York
$684M +$466M +214% 3.28% 62 77.42%
PIM
2044
Perpetual Investment Management
Australia
$684M +$759K +0.1% 6.5% 224 14.73%
RIM
2045
Redpoint Investment Management
Australia
$684M -$162M -19% 5.31% 35.9% 620 7.74%
HP
2046
Harvey Partners
New York
$683M +$228M +50% 1.68% 124% 40 32.5%
BFG
2047
Berger Financial Group
Minnesota
$681M -$3.52M -0.5% 5.26% 49.7% 266 21.43%
KA
2048
Kovack Advisors
Florida
$681M -$76.9M -10% 3.98% 118% 664 21.23%
BPIM
2049
Brant Point Investment Management
New York
$680M +$5.93M +0.9% 2.24% 126% 113 38.94%
HBT
2050
Hills Bank & Trust
Iowa
$679M +$64M +10% 5.61% 47.5% 258 10.47%