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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
MGWM
2026
Marks Group Wealth Management
Minnesota
$841M +$58.2M +7% 6.72% 52.5% 289 9.69%
CS
2027
Central Securities
New York
$841M +$39.2M +5% 7.35% 84.7% 26 0%
BIC
2028
Beach Investment Counsel
Pennsylvania
$841M +$90M +12% 3.68% 36% 165 13.94%
AI
2029
Aperture Investors
New York
$840M +$117M +16% 11.3% 145% 92 28.26%
AG
2030
Avala Global
New York
$840M +$229M +37% 21.4% 369% 16 25%
CCA
2031
Clearwater Capital Advisors
Illinois
$840M +$20.6M +3% 3.16% 35% 159 10.06%
CC
2032
Criteria Caixa
Spain
$840M -$4.73M -0.6% 3.82% 35.5% 52 30.77%
1IA
2033
1834 Investment Advisors
Wisconsin
$839M +$4.56M +0.5% 4.17% 51.8% 250 10.8%
GCM
2034
Ghisallo Capital Management
Massachusetts
$838M +$422M +101% 5.34% 103% 134 59.7%
FNT
2035
First Nebraska Trust
Nebraska
$838M +$44M +6% 4.73% 48% 177 7.34%
TCM
2036
TD Capital Management
Tennessee
$837M +$29.6M +4% 4.19% 33.9% 422 4.74%
W
2037
Wealthquest
Ohio
$837M +$66.2M +9% 5.41% 52.1% 127 11.02%
BHWM
2038
Beaird Harris Wealth Management
Texas
$835M +$278M +50% 1.57% 41.3% 502 10.56%
JFA
2039
JNBA Financial Advisors
Minnesota
$834M +$65.7M +9% 4.06% 61.8% 757 11.36%
DG
2040
DigitalBridge Group
Florida
$834M -$17.3M -2% 0.5% 112% 65 24.62%
CCM
2041
Condor Capital Management
New Jersey
$834M +$36.6M +5% 6.4% 47.3% 218 22.02%
RIA
2042
Retirement Investment Advisors
Oklahoma
$834M +$275M +49% 4.07% 78 29.49%
HCM
2043
Hilton Capital Management
New York
$833M +$68.3M +9% 4.75% 51.5% 165 43.03%
FFW
2044
Fusion Family Wealth
New York
$832M +$54.4M +7% 4.68% 45.4% 46 15.22%
SVCF
2045
Silicon Valley Community Foundation
California
$832M +$137M +20% 33% 309% 18 0%
CU
2046
CQS (US)
New York
$832M +$27.9M +3% 3.34% 15% 74 10.81%
LC
2047
L1 Capital
Australia
$831M +$113M +16% 0.14% 139% 16 43.75%
CST
2048
Charles Schwab Trust
Nevada
$830M +$1.54M +0.2% 3.6% 45.6% 146 8.9%
AF
2049
Arrow Financial
New York
$829M +$61.6M +8% 5.25% 53.2% 329 3.04%
HEC
2050
Hudson Executive Capital
New York
$829M -$10.1M -1% 7.98% 144% 6 16.67%