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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
CA
2026
CapWealth Advisors
Tennessee
$802M -$49.2M -6% 5.32% 143% 112 9.82%
CS
2027
Central Securities
New York
$802M +$27.7M +4% 8.52% 90.2% 26 0%
MW
2028
Marcum Wealth
Ohio
$801M +$47.3M +6% 6.54% 20% 419 12.41%
WA
2029
WBH Advisory
Maryland
$801M 6.07% 57.6% 296
LNWTC
2030
Laird Norton Wetherby Trust Company
Washington
$801M +$96.7M +14% 11% 88.1% 126 14.29%
BCLSI
2031
Bain Capital Life Sciences Investors
Massachusetts
$800M -$94.7M -11% 3.41% 507% 36 13.89%
NCM
2032
Narwhal Capital Management
Georgia
$799M +$47.4M +6% 7.36% 93.8% 168 6.55%
TLFA
2033
True Link Financial Advisors
California
$799M +$61M +8% 3.27% 26.8% 120 5%
CWM
2034
Campbell Wealth Management
Virginia
$798M +$79.7M +11% 5.91% 11.2% 80 16.25%
CCM
2035
Condor Capital Management
New Jersey
$797M -$3.7M -0.5% 6.4% 58.2% 261 29.89%
FBFS
2036
First Business Financial Services
Wisconsin
$797M +$52.6M +7% 5.46% 74% 171 6.43%
DGAM
2037
Desjardins Global Asset Management
Quebec, Canada
$794M +$160M +25% 11.1% 637 26.37%
LF
2038
Longbow Finance
Switzerland
$794M +$51.7M +7% 8.35% 162% 70 32.86%
FNT
2039
First Nebraska Trust
Nebraska
$794M +$26.2M +3% 5.04% 67.9% 172 5.81%
B
2040
Bridgeworth
Alabama
$793M +$165M +26% 5.06% 19.3% 173 14.45%
ICP
2041
Ironvine Capital Partners
Nebraska
$793M +$20.2M +3% 8.17% 58.8% 50 14%
RWM
2042
RKL Wealth Management
Pennsylvania
$792M +$43.8M +6% 6.6% 70.2% 135 6.67%
MIA
2043
MMBG Investment Advisors
Florida
$789M +$33.8M +4% 21.1% 118% 168 9.52%
GL
2044
Governors Lane
New York
$789M -$181M -19% 12.9% 133% 139 60.43%
GCM
2045
Gladstone Capital Management
United Kingdom
$787M +$13.2M +2% 24.7% 304% 19 42.11%
SIA
2046
Soltis Investment Advisors
Utah
$786M +$26.4M +3% 3.57% 80.8% 278 16.19%
II
2047
Inspire Investing
Idaho
$786M +$8.74M +1% 6.47% 108% 806 10.92%
WMC
2048
Westwood Management Corporation
Illinois
$786M +$43.5M +6% 19.8% 44.3% 72 5.56%
GG
2049
Greenwood Gearhart
Arkansas
$786M +$79.8M +11% 7.25% 70.6% 102 10.78%
CCM
2050
CoreView Capital Management
Hong Kong
$785M +$135M +21% 18.1% 50.9% 13 30.77%