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
RC
2026
Roundview Capital
New Jersey
$159M 108
NEIRG
2027
New England Investment & Retirement Group
Massachusetts
$159M 52
RA
2028
Research Affiliates
California
$159M 16
SCM
2029
Sterneck Capital Management
Missouri
$158M 151
OCM
2030
Otter Creek Management
Florida
$158M 58
PCI
2031
Pacifica Capital Investments
Texas
$158M 13
WCMN
2032
Westchester Capital Management (Nebraska)
Nebraska
$158M 53
WFG
2033
Windsor Financial Group
Minnesota
$158M 69
MI
2034
M3F Inc
Utah
$158M 43
IFLIT
2035
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$158M 33
CEMP
2036
Compass Efficient Model Portfolios
Tennessee
$157M 91
TCM
2037
Timpani Capital Management
Wisconsin
$157M 82
TJHA
2038
Thomas J. Herzfeld Advisors
Florida
$157M 284
FCT
2039
Family Capital Trust
Massachusetts
$157M 97
GCM
2040
Grandmaster Capital Management
California
$157M 20
FAG
2041
Financial Advisory Group
Texas
$157M 42
CCCPI
2042
Castle Creek Capital Partners IV
California
$157M 9
GGPS
2043
Gary Goldberg Planning Services
New York
$157M 367
FC
2044
FIC Capital
New York
$156M 130
KCM
2045
KSA Capital Management
New Jersey
$156M 36
DA
2046
Dillon & Associates
Michigan
$156M 61
SHWM
2047
Smith & Howard Wealth Management
Georgia
$156M 232
FTIM
2048
Flowering Tree Investment Management
Singapore
$156M 6
DMAM
2049
Del Mar Asset Management
New York
$156M 32
WSA
2050
Willow Street Advisors
Florida
$156M 145