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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
LWM
2026
Lyell Wealth Management
California
$880M +$136M +18% 201
JFA
2027
JNBA Financial Advisors
Minnesota
$879M +$78.4M +10% 763
BGDI
2028
BW Gestao de Investimentos
Brazil
$879M +$68.9M +9% 105
PP
2029
PDS Planning
Ohio
$878M +$105M +14% 382
MGWM
2030
Marks Group Wealth Management
Minnesota
$877M +$69.7M +9% 297
MS
2031
Maven Securities
Jersey
$877M -$32.4M -4% 630
WCM
2032
Wealthcare Capital Management
Virginia
$877M +$60.5M +7% 90
TCM
2033
TD Capital Management
Tennessee
$876M +$59.9M +7% 442
TCG
2034
Tremblant Capital Group
Florida
$875M +$41.9M +5% 41
JAFL
2035
Jay A. Fishman Ltd
Michigan
$874M +$84.1M +11% 98
AIM
2036
Anchor Investment Management
South Carolina
$873M +$108M +14% 1,003
MAS
2037
Meeder Advisory Services
Ohio
$873M +$77.7M +10% 437
VV
2038
Verity & Verity
South Carolina
$873M +$74.2M +9% 111
SAF
2039
Smith Anglin Financial
Texas
$871M +$48.9M +6% 196
ACGDR
2040
Atmos Capital Gestao de Recursos
Brazil
$871M +$75.1M +9% 15
MIM
2041
Morningstar Investment Management
Illinois
$870M +$141M +19% 212
HH
2042
HSG Holding
Hong Kong
$869M -$63.1M -7% 20
ORI
2043
Oak Ridge Investments
Illinois
$869M +$85.5M +11% 156
ZDA
2044
Zweig-DiMenna Associates
New York
$868M +$36.7M +4% 122
SGCIA
2045
Smith Graham & Co Investment Advisors
Texas
$868M +$63.7M +8% 147
SAM
2046
Southernsun Asset Management
Tennessee
$867M +$14M +2% 29
AC
2047
AltraVue Capital
Washington
$867M +$27.7M +3% 33
CAM
2048
Cozad Asset Management
Illinois
$867M +$97.4M +13% 394
MC
2049
Maplelane Capital
New York
$867M -$72.9M -8% 53
HIA
2050
Harbor Investment Advisory
Maryland
$867M +$103M +13% 1,226