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
NCMW
2026
Northern Capital Management (Wisconsin)
Wisconsin
$160M 121
GAM
2027
Gould Asset Management
California
$160M 74
TSS
2028
Thomas Story & Son
Indiana
$160M 66
FC
2029
FCA Corp
Texas
$160M 125
NEPWA
2030
New England Private Wealth Advisors
Massachusetts
$160M 64
AIS
2031
American Investment Services
Massachusetts
$159M 73
PWW
2032
Pettyjohn Wood & White
Virginia
$159M 97
RC
2033
Roundview Capital
New Jersey
$159M 108
NEIRG
2034
New England Investment & Retirement Group
Massachusetts
$159M 52
RA
2035
Research Affiliates
California
$159M 16
SCM
2036
Sterneck Capital Management
Missouri
$158M 151
OCM
2037
Otter Creek Management
Florida
$158M 58
PCI
2038
Pacifica Capital Investments
Texas
$158M 13
WCMN
2039
Westchester Capital Management (Nebraska)
Nebraska
$158M 53
WFG
2040
Windsor Financial Group
Minnesota
$158M 69
MI
2041
M3F Inc
Utah
$158M 43
IFLIT
2042
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$158M 33
CEMP
2043
Compass Efficient Model Portfolios
Tennessee
$157M 91
TCM
2044
Timpani Capital Management
Wisconsin
$157M 82
TJHA
2045
Thomas J. Herzfeld Advisors
Florida
$157M 284
FCT
2046
Family Capital Trust
Massachusetts
$157M 97
GCM
2047
Grandmaster Capital Management
California
$157M 20
FAG
2048
Financial Advisory Group
Texas
$157M 42
CCCPI
2049
Castle Creek Capital Partners IV
California
$157M 9
GGPS
2050
Gary Goldberg Planning Services
New York
$157M 367