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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
MFG
2026
Magnus Financial Group
New York
$1.14B +$107M +10% 8.98% 70.8% 398 11.31%
AIM
2027
Anchor Investment Management
South Carolina
$1.14B +$67.6M +6% 7.19% 75.1% 1,076 6.23%
MIM
2028
Morningstar Investment Management
Illinois
$1.14B -$35.1M -3% 8.75% 48.2% 211 69.19%
AC
2029
AltraVue Capital
Washington
$1.14B +$141M +14% 19.5% 221% 27 3.7%
FFBTD
2030
First Financial Bank - Trust Division
Ohio
$1.14B +$106M +10% 7.95% 62.6% 214 7.94%
RWM
2031
RKL Wealth Management
Pennsylvania
$1.14B +$76.4M +7% 9.04% 70.2% 180 8.33%
RWM
2032
Rockwood Wealth Management
Pennsylvania
$1.14B +$155M +16% 7.72% 48.9% 109 13.76%
SAM
2033
Smartleaf Asset Management
Massachusetts
$1.13B +$98.7M +10% 10.4% 3,013 14.97%
CS
2034
Central Securities
New York
$1.13B +$82.6M +8% 9.54% 90.2% 27 0%
LLL
2035
Lynrock Lake LP
New York
$1.13B +$93.2M +9% 5.92% 21.2% 30 10%
SS
2036
Sunbelt Securities
Texas
$1.13B +$12.9M +1% 8.72% 83.5% 1,921 12.75%
BCM
2037
Benchstone Capital Management
New York
$1.13B +$192M +20% 17.1% 50 60%
SFM
2038
Stack Financial Management
Montana
$1.13B -$68.5M -6% 6.73% 58.4% 55 14.55%
CMF
2039
Counterpoint Mutual Funds
California
$1.13B +$432M +62% 6% 66.2% 458 73.8%
CIS
2040
Connors Investor Services
Pennsylvania
$1.13B +$122M +12% 17.8% 125% 172 17.44%
AI
2041
Atom Investors
Texas
$1.13B +$316M +39% 6.11% 83.4% 808 66.96%
TCM
2042
Tributary Capital Management
Nebraska
$1.13B -$16M -1% 5.58% 82.3% 168 4.76%
IB
2043
Intrust Bank
Kansas
$1.13B +$117M +12% 11.8% 102% 416 12.74%
OHIF
2044
Oriental Harbor Investment Fund
Hong Kong
$1.13B +$259M +30% 39.4% 14 35.71%
GAM
2045
Gemmer Asset Management
California
$1.13B +$125M +12% 10.7% 90.5% 170 11.18%
IEFM
2046
IQ EQ Fund Management
Ireland
$1.12B +$275M +32% 19.7% 109% 326 11.96%
FHC
2047
First Heartland Consultants
Missouri
$1.12B +$155M +16% 8.55% 55.2% 525 20.57%
HIA
2048
Harbor Investment Advisory
Maryland
$1.12B +$94.8M +9% 10.1% 90.8% 1,222 7.69%
VCP
2049
Verus Capital Partners
Arizona
$1.12B +$120M +12% 13.8% 139% 420 20.95%
NIP
2050
Nicholas Investment Partners
California
$1.12B +$152M +16% 24.2% 397% 234 26.92%