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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
XF
2026
XML Financial
Maryland
$1.09B +$14.9M +1% 0.33% 69.5% 373 10.72%
FFW
2027
Fusion Family Wealth
New York
$1.09B +$4.7M +0.4% 1.76% 58.2% 46 8.7%
UAS
2028
United Asset Strategies
New York
$1.09B +$15.9M +1% 4.68% 94.6% 252 14.29%
RIA
2029
Recurrent Investment Advisors
Texas
$1.09B +$83.7M +8% 5.1% 99.7% 68 25%
NAS
2030
Nicolet Advisory Services
Wisconsin
$1.09B +$29.3M +3% 0.47% 62.7% 398 11.81%
TTWM
2031
TCV Trust & Wealth Management
Virginia
$1.08B -$33.5M -3% 0.2% 69% 205 6.83%
APW
2032
Austin Private Wealth
Texas
$1.08B +$40.5M +4% 0.16% 62.3% 322 24.84%
SIA
2033
Soltis Investment Advisors
Utah
$1.08B +$56.3M +6% 2.85% 80.8% 399 15.54%
BCM
2034
BTC Capital Management
Iowa
$1.08B -$46M -4% 2.19% 215 9.77%
WA
2035
WBH Advisory
Maryland
$1.08B +$21.6M +2% 0.08% 57.6% 335 7.16%
WM
2036
WS Management
Florida
$1.08B -$352M -25% 1.08% 309% 58 39.66%
MPM
2037
MBB Public Markets
Illinois
$1.08B -$710M -40% 4.14% 50.3% 571 87.22%
SOS
2038
Silver Oak Securities
Tennessee
$1.08B +$129M +14% 0.91% 73.4% 664 23.34%
JLBC
2039
J.L. Bainbridge & Co
Florida
$1.08B +$34.3M +3% 5.63% 93.8% 109 8.26%
UIC
2040
Uniplan Investment Counsel
Wisconsin
$1.08B -$70.1M -6% 1.71% 70.5% 138 20.29%
TF
2041
Tompkins Financial
New York
$1.08B +$31.9M +3% 1.52% 74.1% 610 18.03%
COCM
2042
Charter Oak Capital Management
New Hampshire
$1.07B +$4.01M +0.4% 1.32% 39.2% 192 9.38%
DCM
2043
Dupont Capital Management
Delaware
$1.07B -$125M -10% 2.96% 137% 144 27.78%
CAM
2044
Cozad Asset Management
Illinois
$1.07B +$25.6M +2% 3.8% 132% 421 10.45%
RW
2045
RVW Wealth
California
$1.07B -$4.61M -0.4% 0.36% 59.3% 162 15.43%
RFM
2046
Royal Fund Management
Florida
$1.07B -$606M -36% 1.58% 92.4% 372 29.84%
FFBTD
2047
First Financial Bank - Trust Division
Ohio
$1.07B -$19.7M -2% 0.59% 62.6% 215 4.65%
AIM
2048
Anchor Investment Management
South Carolina
$1.07B +$12.1M +1% 0.89% 59.4% 1,080 7.78%
HIA
2049
Harbor Investment Advisory
Maryland
$1.07B +$55.6M +5% 4.74% 90.8% 1,193 7.46%
PWMAG
2050
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07B +$22.8M +2% 1.02% 80.5% 379 7.65%