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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
MGWM
2026
Marks Group Wealth Management
Minnesota
$1.05B +$98.1M +10% 8.67% 62.8% 307 10.75%
SMC
2027
Smith, Moore & Co
Missouri
$1.05B +$77.6M +8% 6.97% 67% 477 9.43%
PWMAG
2028
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05B +$78M +8% 6.87% 80.5% 374 6.95%
CAM
2029
Cozad Asset Management
Illinois
$1.05B +$44.7M +4% 6.79% 132% 420 8.81%
BW
2030
Browning West
California
$1.05B +$167M +19% 19.2% 96.8% 2 0%
WDA
2031
Wendell David Associates
New Hampshire
$1.05B +$64.2M +7% 8.28% 46% 163 4.29%
GGI
2032
Godsey & Gibb Inc
Virginia
$1.05B +$78.1M +8% 10.3% 78.9% 465 21.51%
WTB
2033
Washington Trust Bank
Washington
$1.04B +$33.5M +3% 4.81% 80.5% 224 11.61%
GC
2034
Globeflex Capital
California
$1.04B +$87.1M +9% 11.9% 186% 539 27.46%
HHAA
2035
Henry H. Armstrong Associates
Pennsylvania
$1.04B +$42.2M +4% 6.71% 49.3% 63 6.35%
TF
2036
Tompkins Financial
New York
$1.04B +$88.4M +9% 7.15% 74.1% 629 14.15%
JLBC
2037
J.L. Bainbridge & Co
Florida
$1.04B +$32.6M +3% 4.12% 93.8% 105 13.33%
MYIA
2038
Mount Yale Investment Advisors
Colorado
$1.04B -$221M -17% 7.21% 81.9% 618 24.11%
SWP
2039
Strategic Wealth Partners
Ohio
$1.04B +$82.6M +9% 6.04% 307 10.1%
APW
2040
Austin Private Wealth
Texas
$1.04B +$110M +12% 5.28% 62.3% 300 19.67%
WC
2041
Woodstock Corp
Massachusetts
$1.04B +$55.8M +6% 6.66% 96.1% 169 4.73%
RA
2042
Rational Advisors
New York
$1.04B +$13.7M +1% 5.59% 37.7% 206 25.73%
SC
2043
Strategy Capital
California
$1.04B +$20.8M +2% 10.7% 316% 11 18.18%
USGIU
2044
U.S. Global Investors (USGI)
Texas
$1.04B -$15.9M -2% 6.24% 119% 161 38.51%
AF
2045
Atlas FRM
Connecticut
$1.04B +$284M +38% 18% 38.9% 9 33.33%
SAF
2046
Smith Anglin Financial
Texas
$1.04B +$48.9M +5% 5.33% 52.8% 219 14.61%
DWM
2047
Diversify Wealth Management
Utah
$1.04B +$234M +29% 6.75% 504 21.23%
SCB
2048
Saudi Central Bank
Saudi Arabia
$1.04B +$44.5M +4% 5.23% 140% 7 0%
QOP
2049
Quinn Opportunity Partners
Virginia
$1.03B +$155M +18% 12.2% 77.6% 350 39.14%
CCM
2050
Coliseum Capital Management
Connecticut
$1.03B -$87.9M -8% 6.5% 41.1% 16 25%