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
MPAM
2026
Monarch Partners Asset Management
Massachusetts
$284M +$124M +77% 137
AAIM
2027
American Assets Investment Management
California
$284M +$13.4M +5% 147
AIA
2028
AGF Investments America
Ontario, Canada
$284M -$2.75M -1% 77
AA
2029
Alta Advisers
United Kingdom
$284M +$27.6M +11% 82
GCA
2030
Greenwood Capital Associates
South Carolina
$284M +$53.1M +23% 114
GC
2031
Gratry & Company
Ohio
$283M +$26.4M +10% 70
VNA
2032
VNBTrust National Association
Virginia
$283M -$28.5M -9% 160
TCM
2033
Tradition Capital Management
New Jersey
$283M +$11.9M +4% 138
PFM
2034
Phillips Financial Management
Indiana
$283M +$7.47M +3% 61
AB
2035
AT Bancorp
Iowa
$282M +$6.47M +2% 175
SFI
2036
SPC Financial Inc
Maryland
$282M +$23.1M +9% 107
WCP
2037
Welch Capital Partners
New York
$280M -$5.89M -2% 63
HRIA
2038
Haberer Registered Investment Advisor
Ohio
$280M -$84.7M -23% 570
DVC
2039
Deer VI & Co
New York
$279M +$31.2M +13% 3
GPSPJS
2040
General Pension Society PZU Joint Stock
Poland
$279M +$137M +96% 24
MC
2041
Martin & Co
Tennessee
$278M -$226K -0.1% 110
TCOT
2042
Trust Company of Toledo
Ohio
$278M +$9.17M +3% 199
FAT
2043
First American Trust
California
$278M +$11.6M +4% 137
TC
2044
Tetrad Corporation
Nebraska
$278M +$878K +0.3% 11
MAC
2045
Monarch Alternative Capital
New York
$277M +$90.8M +49% 10
BCM
2046
Boltwood Capital Management
California
$276M +$33.3M +14% 88
ICM
2047
Invicta Capital Management
New York
$276M +$35.2M +15% 32
NA
2048
Newport Asia
California
$276M +$102M +58% 5
RPGK
2049
Retirement Planning Group (Kansas)
Kansas
$276M +$32.6M +13% 85
LIC
2050
Lodestar Investment Counsel
Illinois
$275M +$14M +5% 98