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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)
Plante Moran Financial Advisors
2026
Plante Moran Financial Advisors
Michigan
$1B +$69.5M +7% 2.51% 62.8% 904 19.25% 5
Atom Investors
2027
Atom Investors
Texas
$1B +$198M +25% 1.5% 83.4% 717 57.6% 0.5
Bangor Savings Bank
2028
Bangor Savings Bank
Maine
$1000M +$21.9M +2% 0.96% 54.6% 532 9.02% 3.5
First American Trust
2029
First American Trust
California
$998M +$43.7M +5% 3.88% 84.6% 229 12.23% 3.5
Marcum Wealth
2030
Marcum Wealth
Ohio
$998M +$11.3M +1% 2.03% 20% 412 9.95% 2.5
Naples Global Advisors
2031
Naples Global Advisors
Florida
$997M +$19.6M +2% 2.59% 103% 413 6.05% 5.6
Hardy Reed
2032
Hardy Reed
Mississippi
$996M +$191M +24% 2.34% 69.7% 237 54.43% 1.5
XML Financial
2033
XML Financial
Maryland
$994M +$17.2M +2% 1.75% 69.5% 354 8.76% 2.7
Saudi Central Bank
2034
Saudi Central Bank
Saudi Arabia
$992M +$37.2M +4% 4.17% 140% 7 0% 1.4
CC
2035
Cornerstone Capital
California
$992M +$16.6M +2% 1.47% 91.2% 98 10.2% 5.7
Pegasus Partners
2036
Pegasus Partners
Wisconsin
$992M +$48M +5% 2.82% 32.6% 172 16.28% 3.4
PDS Planning
2037
PDS Planning
Ohio
$991M +$39.4M +4% 1.17% 62.7% 417 9.83% 2.5
J. Safra Asset Management
2038
J. Safra Asset Management
New York
$991M +$108M +12% 4.19% 84.3% 284 46.48% 0.7
Smith Anglin Financial
2039
Smith Anglin Financial
Texas
$990M +$20.9M +2% 1.21% 52.8% 213 12.68% 2
FP
2040
FPR Partners
California
$989M -$270M -21% 5.98% 33% 16 6.25% 7
Pertento Partners
2041
Pertento Partners
United Kingdom
$989M +$449M +83% 5.86% 196% 28 25% 0.8
WBH Advisory
2042
WBH Advisory
Maryland
$988M +$16.2M +2% 1.76% 57.6% 320 6.25% 6.1
Taurus Asset Management
2043
Taurus Asset Management
New York
$987M -$182K -0% 1.96% 26.9% 91 6.59% 7.4
Water Island Capital
2044
Water Island Capital
New York
$987M +$24.9M +3% 5.81% 438% 97 57.73% 0.4
Avestar Capital
2045
Avestar Capital
New York
$985M +$31.3M +3% 6.54% 101% 526 26.05% 1.7
Iron Triangle Partners
2046
Iron Triangle Partners
Connecticut
$984M +$7.35M +0.8% 4.22% 152% 39 58.97% 0.6
Woodstock Corp
2047
Woodstock Corp
Massachusetts
$983M +$17.4M +2% 5.31% 115% 167 2.4% 7.5
Lombard Odier Asset Management (Switzerland)
2048
Lombard Odier Asset Management (Switzerland)
Switzerland
$983M -$438M -31% 6.47% 135% 361 46.81% 1.7
Fusion Family Wealth
2049
Fusion Family Wealth
New York
$982M +$17M +2% 0.8% 58.2% 43 2.33% 4.6
Tang Capital Management
2050
Tang Capital Management
California
$982M +$21.4M +2% 9.41% 493% 143 40.56% 0.8