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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
CCA
2026
Castle Creek Arbitrage
Colorado
$806M -$102M -11% 488
FWM
2027
FFT Wealth Management
Pennsylvania
$805M -$581K -0.1% 143
PWMAG
2028
Pinnacle Wealth Management Advisory Group
New Jersey
$804M +$64M +9% 353
JMFC
2029
J.M. Forbes & Co
Massachusetts
$804M +$72.4M +10% 128
AVLSA
2030
Atlas Venture Life Science Advisors
Massachusetts
$804M +$65M +9% 16
AAM
2031
ACK Asset Management
Connecticut
$803M +$148M +23% 26
UAS
2032
United Asset Strategies
New York
$802M +$44.1M +6% 247
GA
2033
Geller Advisors
New York
$802M +$124M +18% 257
CAM
2034
Cozad Asset Management
Illinois
$802M +$46.2M +6% 397
JLBC
2035
J.L. Bainbridge & Co
Florida
$802M +$73.8M +10% 80
GSIS
2036
Global Strategic Investment Solutions
Arizona
$801M +$103M +15% 147
LGWM
2037
Litman Gregory Wealth Management
California
$801M +$533M +198% 113
SCA
2038
Summit Creek Advisors
Minnesota
$800M +$31.6M +4% 74
CP
2039
CenterBook Partners
Connecticut
$800M +$92.3M +13% 508
ROTUOC
2040
Regents of the University of California
California
$799M +$261M +48% 31
FM
2041
Freemont Management
Switzerland
$797M +$119M +18% 108
ACM
2042
Atika Capital Management
New York
$796M +$154M +24% 102
CF
2043
Cypress Funds
California
$796M +$87.7M +12% 14
DA
2044
Duality Advisers
Florida
$796M -$87.6M -10% 780
PA
2045
Procyon Advisors
Connecticut
$795M +$194M +32% 467
SGCA
2046
Steel Grove Capital Advisors
Tennessee
$795M +$46.2M +6% 210
MHIC
2047
Marble Harbor Investment Counsel
Massachusetts
$795M +$22.2M +3% 194
VFP
2048
Verus Financial Partners
Virginia
$793M +$59.2M +8% 109
DTL
2049
Dynamic Technology Lab
Singapore
$793M -$291M -27% 1,538
PTC
2050
Private Trust Company
Ohio
$793M +$59.3M +8% 2,419