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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
VPI
2026
Value Partners Investments
Manitoba, Canada
$1.23B -$54M -4% 8.57% 33.9% 107 11.21%
SRC
2027
Shufro Rose & Co
New York
$1.22B -$19.4M -2% 6.57% 68.1% 319 3.45%
AAM
2028
Alphadyne Asset Management
New York
$1.22B +$674M +123% 8.15% 158% 351 67.81%
NPIC
2029
Neumeier Poma Investment Counsel
California
$1.22B +$148M +14% 19.8% 229% 44 13.64%
LI
2030
LRI Investments
Florida
$1.22B +$44.5M +4% 2.74% 1,372 12.39%
CCM
2031
Condor Capital Management
New Jersey
$1.22B +$67M +6% 6.36% 58.2% 198 11.62%
CI
2032
Cavalier Investments
Georgia
$1.22B +$889M +270% 8% 171% 108 43.52%
L7C
2033
Liberty 77 Capital
District of Columbia
$1.22B +$106M +10% 9.68% 4 0%
PAG
2034
Private Advisory Group
Washington
$1.22B +$112M +10% 10.5% 177% 245 28.16%
CA
2035
CGN Advisors
Kansas
$1.22B +$96.3M +9% 5.31% 44.2% 312 7.69%
CS
2036
Central Securities
New York
$1.21B +$81.3M +7% 6.16% 90.2% 30 13.33%
WCWM
2037
Willow Creek Wealth Management
California
$1.21B +$102M +9% 4.51% 36.5% 183 10.38%
TCBWMS
2038
Texas Capital Bank Wealth Management Services
Texas
$1.21B +$143M +13% 8.65% 81.9% 271 22.88%
WAM
2039
Weatherly Asset Management
California
$1.21B +$40.5M +3% 5.08% 108% 187 5.35%
PIA
2040
Perennial Investment Advisors
California
$1.21B +$177M +17% 9.99% 84.3% 522 16.67%
KOC
2041
Koss-Olinger Consulting
Florida
$1.21B -$7.97M -0.7% 6.78% 57.9% 314 0.96%
HIA
2042
Harbor Investment Advisory
Maryland
$1.21B +$87.6M +8% 7.65% 90.8% 1,224 7.68%
CUAMC
2043
China Universal Asset Management Company
China
$1.21B +$148M +14% 15.2% 264% 516 15.12%
GAM
2044
Goldentree Asset Management
New York
$1.21B +$175M +17% 10.1% 27.7% 35 51.43%
AIM
2045
Anchor Investment Management
South Carolina
$1.21B +$67.5M +6% 6.83% 59.4% 1,084 5.17%
PR
2046
Payden & Rygel
California
$1.21B -$1.88M -0.2% 9.64% 103% 126 20.63%
AC
2047
AltraVue Capital
Washington
$1.21B +$67.6M +6% 12.4% 221% 27 11.11%
TFA
2048
Transamerica Financial Advisors
Florida
$1.21B +$140M +13% 7.11% 77.1% 1,609 65.26%
SFM
2049
Stack Financial Management
Montana
$1.21B +$73M +6% 6.64% 58.4% 51 3.92%
TE
2050
Tema ETFs
New York
$1.2B +$828M +220% 10.9% 529 72.02%