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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
CIS
2026
Connors Investor Services
Pennsylvania
$949M +$58.2M +7% 167
MIA
2027
MMBG Investment Advisors
Florida
$948M +$98.3M +12% 163
AAP
2028
Arax Advisory Partners
Colorado
$948M +$50.5M +6% 1,407
DLIC
2029
Daido Life Insurance Company
Japan
$947M +$61.1M +7% 6
BWC
2030
Blue Whale Capital
United Kingdom
$947M +$168M +21% 18
PIM
2031
Penobscot Investment Management
Massachusetts
$947M +$93.4M +11% 307
AL
2032
Arnhold LLC
New York
$945M +$50.1M +6% 130
JC
2033
Jacobs & Co
California
$945M +$63M +7% 124
PO
2034
Private Ocean
California
$944M -$63.3M -6% 576
PP
2035
Pegasus Partners
Wisconsin
$944M +$87.3M +10% 159
BST
2036
Bath Savings Trust
Maine
$942M +$50M +6% 172
BFS
2037
Bard Financial Services
Connecticut
$941M +$49.5M +6% 241
JLBC
2038
J.L. Bainbridge & Co
Florida
$940M +$122M +15% 93
SMC
2039
Smith, Moore & Co
Missouri
$938M +$89.8M +11% 443
SVWAG
2040
Sound View Wealth Advisors Group
Georgia
$938M +$31.6M +3% 397
ET
2041
Entropy Technologies
New York
$938M +$399M +74% 913
TCM
2042
TD Capital Management
Tennessee
$938M +$61.8M +7% 556
HCM
2043
Hengehold Capital Management
Ohio
$938M +$93.6M +11% 197
CCA
2044
Clearwater Capital Advisors
Illinois
$938M +$45.2M +5% 163
TIA
2045
Traphagen Investment Advisors
New Jersey
$938M +$85.5M +10% 186
MSFS
2046
Main Street Financial Solutions
Pennsylvania
$936M +$162M +21% 517
DTL
2047
Dynamic Technology Lab
Singapore
$936M -$9.54M -1% 1,527
CCA
2048
Canyon Capital Advisors
Texas
$936M +$51.4M +6% 22
BW
2049
Browning West
California
$936M +$7.18M +0.8% 2
CIAS
2050
Capital Investment Advisory Services
North Carolina
$934M -$137M -13% 1,029