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
$358M -$2.89M -0.8% 100
HCM
2027
Heathbridge Capital Management
Ontario, Canada
$358M -$35.1M -9% 27
TAT
2028
TD Ameritrade Trust
Colorado
$358M +$12.4M +4% 50
GMCM
2029
Gruber & McBaine Capital Management
California
$355M -$16.9M -5% 235
QAM
2030
Quentec Asset Management
New York
$355M +$7.15M +2% 54
TCOTO
2031
Trust Company of the Ozarks
Missouri
$355M -$14.8M -4% 170
GGPE
2032
Golden Gate Private Equity
California
$355M -$140M -28% 23
RRC
2033
Red Rocks Capital
Colorado
$355M -$7.81M -2% 8
KJHP
2034
K.J. Harrison & Partners
Ontario, Canada
$355M +$3.89M +1% 178
MCAI
2035
Meritech Capital Associates III
California
$354M -$14.5M -4% 7
FFSOTS
2036
Fiduciary Financial Services of The Southwest
Texas
$354M -$2.88M -0.8% 173
OMCS
2037
Old Mutual Customised Solutions
South Africa
$354M -$60.5M -15% 746
AW
2038
ACG Wealth
Georgia
$354M -$175M -33% 224
JC
2039
Jacobs & Co
California
$354M +$8.55M +2% 117
SPC
2040
Standard Pacific Capital
California
$353M -$7.84M -2% 45
HHAM
2041
HITE Hedge Asset Management
Massachusetts
$353M +$38.7M +12% 85
GC
2042
Grace Capital
Massachusetts
$352M -$11.5M -3% 100
CCM
2043
Coldstream Capital Management
Washington
$352M +$12.9M +4% 211
JA
2044
JVL Advisors
Texas
$350M +$37.5M +12% 14
IP
2045
Interval Partners
New York
$350M +$58.9M +20% 180
WEC
2046
Winslow Evans & Crocker
Massachusetts
$349M +$46.2M +15% 1,466
WIC
2047
Woodmont Investment Counsel
Tennessee
$348M -$6.19M -2% 207
FBC
2048
Fairfield, Bush & Co
Connecticut
$348M +$7.56M +2% 175
FPCM
2049
Financial Partners Capital Management
New York
$347M +$19.6M +6% 117
DA
2050
Denali Advisors
California
$347M -$18.1M -5% 296