We are live on ! Find out more

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
AIP
2026
AE Industrial Partners
Florida
$1.03B 149% 5
PTC
2027
Petrus Trust Company
Texas
$1.03B +$7.36M +0.7% 2.43% 25.1% 772 56.48%
NPIC
2028
Neumeier Poma Investment Counsel
California
$1.03B -$18.1M -2% 7.72% 178% 48 20.83%
LA
2029
Legacy Advisors
Pennsylvania
$1.03B +$107M +12% 6.11% 87.4% 430 16.51%
CA
2030
CGN Advisors
Kansas
$1.03B +$34.6M +3% 1.61% 44.2% 297 11.45%
TAM
2031
Taurus Asset Management
New York
$1.03B +$534K +0.1% 2.09% 26.9% 91 4.4%
RIM
2032
Redwood Investment Management
Arizona
$1.03B -$101M -9% 0.96% 46% 390 38.97%
PO
2033
Paradigm Operations
California
$1.02B +$220M +27% 39.4% 207% 1 0%
TCM
2034
TCG Crossover Management
California
$1.02B -$157M -13% 10.9% 3,169% 41 19.51%
RA
2035
Rational Advisors
New York
$1.02B -$16.2M -2% 0.23% 37.7% 186 52.69%
BOPW
2036
Brandywine Oak Private Wealth
Pennsylvania
$1.02B -$10.7M -1% 1.56% 55.7% 245 8.98%
CCA
2037
Clearwater Capital Advisors
Illinois
$1.02B -$4.72M -0.5% 1.8% 35% 181 10.5%
SW
2038
SlateStone Wealth
Florida
$1.02B -$91.1M -8% 1.65% 79.1% 306 8.17%
PCM
2039
Penn Capital Management
Pennsylvania
$1.02B -$69.9M -6% 7.75% 116% 180 40%
TSAM
2040
Trinity Street Asset Management
United Kingdom
$1.02B +$15.9M +2% 2.49% 78.9% 15 6.67%
KA
2041
Kovack Advisors
Florida
$1.02B +$74.8M +8% 4.7% 118% 646 14.86%
APM
2042
Avidity Partners Management
Texas
$1.02B -$942M -48% 7.96% 461% 87 34.48%
KFGK
2043
Keystone Financial Group (Kentucky)
Kentucky
$1.02B +$235M +30% 5.27% 86.6% 409 13.45%
GAM
2044
Gemmer Asset Management
California
$1.02B +$16.7M +2% 0.54% 90.5% 162 14.81%
CNBT
2045
Canandaigua National Bank & Trust
New York
$1.02B -$35.4M -3% 0.84% 347 10.09%
MGWM
2046
Marks Group Wealth Management
Minnesota
$1.02B -$32.2M -3% 0.08% 62.8% 302 8.28%
GIG
2047
Goodnow Investment Group
Connecticut
$1.02B +$72.2M +8% 10.1% 138% 28 17.86%
MSFS
2048
Main Street Financial Solutions
Pennsylvania
$1.01B -$75.1M -7% 1.4% 77.1% 580 24.48%
AL
2049
Arnhold LLC
New York
$1.01B -$15.9M -2% 4.89% 156% 121 11.57%
GA
2050
GRS Advisors
Illinois
$1.01B -$42.7M -4% 4.33% 41.1% 35 37.14%