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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
BST
2026
Bath Savings Trust
Maine
$814M -$42.8M -5% 3.55% 47.3% 160 5%
DG
2027
Discerene Group
Connecticut
$813M +$48.7M +6% 15.1% 70.3% 15 6.67%
CIS
2028
Connors Investor Services
Pennsylvania
$812M -$71.4M -8% 3.78% 116% 166 12.05%
SG
2029
Sourcerock Group
Colorado
$812M +$32.3M +4% 16.8% 93.4% 29 41.38%
NPCM
2030
North Peak Capital Management
New York
$812M -$60.3M -7% 3.34% 21.6% 8 25%
CC
2031
Criteria Caixa
Spain
$810M -$29.8M -4% 1.83% 35.5% 46 30.43%
SCM
2032
Scopia Capital Management
New York
$810M -$180M -18% 7.46% 30.9% 39 23.08%
KA
2033
Kintegral Advisory
New York
$810M -$34.7M -4% 3.23% 94.4% 262 1.91%
WCM
2034
WestBridge Capital Management
Mauritius
$809M +$57.7M +8% 7.88% 33.3% 3 0%
PCM
2035
Primavera Capital Management
Cayman Islands
$809M -$78.7M -9% 2.02% 23.8% 4 0%
BFS
2036
Bard Financial Services
Connecticut
$809M -$512M -39% 3.72% 90.1% 331 32.02%
GCP
2037
Greenoaks Capital Partners
California
$809M -$17.2M -2% 15.1% 481% 16 12.5%
FFW
2038
Fusion Family Wealth
New York
$808M -$24.1M -3% 3.37% 45.4% 46 8.7%
APC
2039
Alta Park Capital
California
$808M -$173M -18% 0.37% 607% 42 47.62%
MGWM
2040
Marks Group Wealth Management
Minnesota
$808M -$33.1M -4% 3.06% 62.8% 285 7.72%
AIP
2041
ARS Investment Partners
New York
$807M -$49M -6% 1.62% 260% 167 13.77%
FNT
2042
First Nebraska Trust
Nebraska
$806M -$31.5M -4% 3.44% 48% 181 6.63%
LCM
2043
Lattice Capital Management
Washington
$806M +$20.7M +3% 3.57% 206% 44 45.45%
SGCIA
2044
Smith Graham & Co Investment Advisors
Texas
$804M -$22.2M -3% 1.49% 56.9% 145 6.9%
1IA
2045
1834 Investment Advisors
Wisconsin
$804M -$35.2M -4% 3.02% 51.8% 243 10.7%
SVWAG
2046
Sound View Wealth Advisors Group
Georgia
$804M +$41.2M +5% 2.6% 60.5% 379 7.92%
RCM
2047
Radcliffe Capital Management
Pennsylvania
$804M -$371M -32% 1.56% 4.93% 602 23.75%
VFA
2048
Voya Financial Advisors
Connecticut
$803M -$55.8M -6% 3.49% 36.1% 245 13.47%
AAP
2049
Arax Advisory Partners
Colorado
$803M +$19.6M +2% 3.74% 47.9% 1,390 13.81%
CGA
2050
Crescent Grove Advisors
Illinois
$803M -$129M -14% 1.57% 51.2% 310 19.03%