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
AHC
2026
Adell Harriman & Carpenter
Texas
$339M +$16.9M +5% 136
CP
2027
Covalent Partners
Massachusetts
$339M +$37.2M +12% 34
RRC
2028
Red Rocks Capital
Colorado
$338M +$17.3M +5% 10
CWM
2029
Calamos Wealth Management
Illinois
$338M +$11.6M +4% 242
HCM
2030
Hutchinson Capital Management
California
$338M -$13.2M -4% 60
MRM
2031
Michael R. Murphy
$338M +$73.1M +28% 25
AW
2032
ACG Wealth
Georgia
$337M -$53.7M -14% 201
KJHP
2033
K.J. Harrison & Partners
Ontario, Canada
$337M -$2.64M -0.8% 170
GS
2034
Gagnon Securities
New York
$337M +$3.55M +1% 117
MC
2035
Menta Capital
California
$336M +$93.5M +39% 535
BSB
2036
Bangor Savings Bank
Maine
$335M -$24.7M -7% 148
3AM
2037
3D Asset Management
Connecticut
$334M +$5.26M +2% 41
MRCP
2038
Manor Road Capital Partners
New York
$333M -$2.9M -0.9% 14
AIM
2039
Act II Management
New York
$333M -$31.6M -9% 53
K
2040
Kemper
Illinois
$332M +$27.4M +9% 59
PL
2041
Parthenon LLC
Kentucky
$332M +$4.65M +1% 96
CC
2042
Corsair Capital
New York
$332M -$20.1M -6% 2
FFSOTS
2043
Fiduciary Financial Services of The Southwest
Texas
$331M +$12.9M +4% 166
TAT
2044
TD Ameritrade Trust
Colorado
$331M +$1.1M +0.3% 47
AIM
2045
ARGA Investment Management
Connecticut
$331M -$27.5M -8% 47
BRWA
2046
B. Riley Wealth Advisors
Florida
$331M +$17.7M +6% 826
TCM
2047
Twele Capital Management
Minnesota
$330M +$12.1M +4% 63
TCOT
2048
Trust Company of Toledo
Ohio
$330M +$20.7M +7% 195
SFI
2049
SPC Financial Inc
Maryland
$329M +$9.45M +3% 109
CCM
2050
Condor Capital Management
New Jersey
$329M +$12.4M +4% 171