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
SFS
2026
Strategic Financial Services
New York
$315M +$18.3M +6% 101
LKIM
2027
Lawson Kroeker Investment Management
Nebraska
$315M +$14.7M +5% 78
TVM
2028
Tiger Veda Management
New York
$315M +$77.9M +33% 26
CC
2029
Clearline Capital
New York
$315M 50
FBP
2030
Flippin Bruce & Porter
Virginia
$314M +$24.1M +8% 94
LPC
2031
Loeb Partners Corp
New York
$313M +$17.3M +6% 209
BRWA
2032
B. Riley Wealth Advisors
Florida
$313M +$20.6M +7% 764
JC
2033
Jacobs & Co
California
$312M +$24.9M +9% 119
RP
2034
Regal Partners
Australia
$312M +$11.4M +4% 14
DS
2035
DRW Securities
Illinois
$312M +$72.6M +30% 276
HTHT
2036
Hemenway Trust Hemenway Trust
New Hampshire
$312M +$43.5M +16% 190
LCP
2037
Longhorn Capital Partners
Texas
$311M +$15.3M +5% 12
CII
2038
Chapter IV Investors
North Carolina
$311M +$21.9M +8% 12
CCA
2039
Catalyst Capital Advisors
New York
$310M +$128M +70% 376
CCM
2040
Coldstream Capital Management
Washington
$310M +$6.89M +2% 190
SC
2041
Seawolf Capital
New York
$310M +$82M +36% 52
MAM
2042
MPM Asset Management
Massachusetts
$310M -$45M -13% 13
GAM
2043
Griffin Asset Management
New York
$309M +$3.31M +1% 112
TCOT
2044
Trust Company of Toledo
Ohio
$309M +$31.1M +11% 196
GW
2045
GW & Wade
Massachusetts
$309M +$19.2M +7% 85
LIC
2046
Lodestar Investment Counsel
Illinois
$308M +$32.6M +12% 99
TCM
2047
Tradition Capital Management
New Jersey
$306M +$22.9M +8% 139
BCM
2048
Boltwood Capital Management
California
$305M +$29.3M +11% 88
GC
2049
Gratry & Company
Ohio
$305M +$21.8M +8% 75
VIP
2050
Vantage Investment Partners
Missouri
$305M -$12M -4% 49