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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 Avg Holding
Period (Yrs)
Levin Capital Strategies
2026
Levin Capital Strategies
New York
$927M +$87.2M +10% 10.7% 88.6% 326 41.72% 3.3
Taurus Asset Management
2027
Taurus Asset Management
New York
$926M +$102M +12% 12% 26.9% 91 5.49% 7.1
Amica Mutual Insurance
2028
Amica Mutual Insurance
Rhode Island
$926M +$75.7M +9% 10.5% 80.4% 130 26.15% 3.8
RKL Wealth Management
2029
RKL Wealth Management
Pennsylvania
$925M +$107M +13% 10.7% 76.8% 155 17.42% 4.7
DT Investment Partners
2030
DT Investment Partners
Pennsylvania
$925M +$100M +12% 9.58% 64.3% 489 8.79% 1.9
True Link Financial Advisors
2031
True Link Financial Advisors
California
$924M +$90.3M +11% 5.92% 27.3% 114 56.14% 2
Prosperity Capital Advisors
2032
Prosperity Capital Advisors
Ohio
$922M +$166M +22% 9.54% 72.2% 283 25.44% 0.7
Central Securities
2033
Central Securities
New York
$921M +$102M +12% 14.3% 90.2% 28 0% 6.9
Strategy Capital
2034
Strategy Capital
California
$920M +$203M +28% 30.3% 316% 10 10% 2.9
Bangor Savings Bank
2035
Bangor Savings Bank
Maine
$917M +$77.4M +9% 9.36% 54.6% 545 8.44% 3.2
Folger Nolan Fleming Douglas Capital Management
2036
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$917M +$58.4M +7% 8.47% 77.5% 167 3.59% 7.6
MHR Fund Management
2037
MHR Fund Management
New York
$915M +$99.5M +12% 21.9% 332% 10 0% 4.6
Narwhal Capital Management
2038
Narwhal Capital Management
Georgia
$915M +$95.7M +12% 11.4% 93.8% 175 10.86% 5.1
Leith Wheeler Investment Counsel
2039
Leith Wheeler Investment Counsel
British Columbia, Canada
$913M +$157M +21% 12.5% 52.3% 58 1.72% 2.8
CC
2040
Cornerstone Capital
California
$913M +$82.9M +10% 12.6% 91.2% 93 5.38% 5.6
Confluence Wealth Services
2041
Confluence Wealth Services
Pennsylvania
$912M +$406M +80% 9.96% 64.5% 306 19.61% 1.4
Palisade Asset Management
2042
Palisade Asset Management
Minnesota
$912M +$89.7M +11% 10.4% 61.8% 200 11.5% 6.6
RVW Wealth
2043
RVW Wealth
California
$910M +$80.7M +10% 9.72% 65.8% 381 63.78% 2.6
Naples Global Advisors
2044
Naples Global Advisors
Florida
$909M +$84.2M +10% 11.2% 103% 422 9% 5.2
Inspire Investing
2045
Inspire Investing
Idaho
$909M +$126M +16% 12.8% 107% 835 11.26% 2.2
P2 Capital Partners
2046
P2 Capital Partners
New York
$909M +$144M +19% 14.1% 7.96% 16 18.75% 2.7
Sound View Wealth Advisors Group
2047
Sound View Wealth Advisors Group
Georgia
$907M +$103M +13% 9.16% 73% 398 11.56% 2.8
PDT Partners
2048
PDT Partners
New York
$905M +$113M +14% 15.6% 211% 703 43.1% 0.7
Clough Capital Partners
2049
Clough Capital Partners
Massachusetts
$904M -$27.8M -3% 12.3% 175% 234 31.62% 0.8
Cardiff Park Advisors
2050
Cardiff Park Advisors
California
$904M +$111M +14% 11.5% 88.6% 343 13.7% 1.6