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
GAM
2026
Gould Asset Management
California
$160M 74
TSS
2027
Thomas Story & Son
Indiana
$160M 66
FC
2028
FCA Corp
Texas
$160M 125
NEPWA
2029
New England Private Wealth Advisors
Massachusetts
$160M 64
AIS
2030
American Investment Services
Massachusetts
$159M 73
PWW
2031
Pettyjohn Wood & White
Virginia
$159M 97
RC
2032
Roundview Capital
New Jersey
$159M 108
NEIRG
2033
New England Investment & Retirement Group
Massachusetts
$159M 52
RA
2034
Research Affiliates
California
$159M 16
SCM
2035
Sterneck Capital Management
Missouri
$158M 151
OCM
2036
Otter Creek Management
Florida
$158M 58
PCI
2037
Pacifica Capital Investments
Texas
$158M 13
WCMN
2038
Westchester Capital Management (Nebraska)
Nebraska
$158M 53
WFG
2039
Windsor Financial Group
Minnesota
$158M 69
MI
2040
M3F Inc
Utah
$158M 43
IFLIT
2041
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$158M 33
CEMP
2042
Compass Efficient Model Portfolios
Tennessee
$157M 91
TCM
2043
Timpani Capital Management
Wisconsin
$157M 82
TJHA
2044
Thomas J. Herzfeld Advisors
Florida
$157M 284
FCT
2045
Family Capital Trust
Massachusetts
$157M 97
GCM
2046
Grandmaster Capital Management
California
$157M 20
FAG
2047
Financial Advisory Group
Texas
$157M 42
CCCPI
2048
Castle Creek Capital Partners IV
California
$157M 9
GGPS
2049
Gary Goldberg Planning Services
New York
$157M 367
FC
2050
FIC Capital
New York
$156M 130