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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
SAF
2026
Smith Anglin Financial
Texas
$1.04B +$48.9M +5% 5.33% 52.8% 219 14.61%
DWM
2027
Diversify Wealth Management
Utah
$1.04B +$234M +29% 6.75% 504 21.23%
SCB
2028
Saudi Central Bank
Saudi Arabia
$1.04B +$44.5M +4% 5.23% 76.9% 7 0%
QOP
2029
Quinn Opportunity Partners
Virginia
$1.03B +$155M +18% 12.2% 67.2% 350 39.14%
CCM
2030
Coliseum Capital Management
Connecticut
$1.03B -$87.9M -8% 6.5% 13.7% 16 25%
BOPW
2031
Brandywine Oak Private Wealth
Pennsylvania
$1.03B +$59.7M +6% 6.28% 55.7% 241 7.47%
CIS
2032
Connors Investor Services
Pennsylvania
$1.03B +$72.2M +8% 9.71% 116% 168 14.88%
AMI
2033
Amica Mutual Insurance
Rhode Island
$1.03B +$26.2M +3% 6.47% 69.7% 138 7.25%
LI
2034
LRI Investments
Florida
$1.03B +$152M +17% 11.5% 1,219 13.04%
CS
2035
Central Securities
New York
$1.03B +$15.7M +2% 7.05% 84.7% 28 3.57%
AL
2036
Arnhold LLC
New York
$1.03B +$83.2M +9% 9.98% 156% 122 11.48%
AL
2037
AIP LLC
New York
$1.03B -$3.8M -0.4% 15.8% 86.8% 5 40%
SCM
2038
SIR Capital Management
New York
$1.03B +$22.7M +2% 2.25% 80% 92 41.3%
FNT
2039
First Nebraska Trust
Nebraska
$1.03B +$57.8M +6% 6.87% 48% 201 5.47%
TAM
2040
Taurus Asset Management
New York
$1.03B +$40.1M +4% 5.33% 26.9% 93 9.68%
WAM
2041
Wellesley Asset Management
New Hampshire
$1.03B +$82.4M +9% 0% 0% 49 0%
CCA
2042
Clearwater Capital Advisors
Illinois
$1.03B +$82.7M +9% 5.12% 35% 177 14.12%
CA
2043
Callahan Advisors
Texas
$1.03B +$64.6M +7% 8.1% 75.6% 149 5.37%
GWM
2044
GDS Wealth Management
Texas
$1.03B +$115M +13% 5.5% 46.2% 175 25.14%
PTC
2045
Petrus Trust Company
Texas
$1.03B -$45.1M -4% 7.58% 25.1% 788 58.88%
VCP
2046
Verus Capital Partners
Arizona
$1.02B +$57.7M +6% 4.87% 83% 382 14.4%
TFA
2047
Transamerica Financial Advisors
Florida
$1.02B +$88M +9% 4.88% 57.2% 668 28.59%
JMFC
2048
J.M. Forbes & Co
Massachusetts
$1.02B +$48M +5% 5.93% 95.1% 139 5.04%
CMHI
2049
CVC Management Holdings II
Jersey
$1.02B +$137M +15% 16% 4 0%
SIA
2050
Soltis Investment Advisors
Utah
$1.02B +$78.3M +8% 5.75% 67% 382 17.8%