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
OH
2026
Overlook Holdings
British Virgin Islands
$373M -$26M -7% 2
CL
2027
Choreo LLC
Illinois
$373M +$31M +9% 158
MAC
2028
Monarch Alternative Capital
New York
$373M -$66.5M -15% 7
MAM
2029
Mark Asset Management
New York
$372M +$5.56M +2% 69
FCG
2030
FrontFour Capital Group
Connecticut
$372M -$63.7M -15% 42
JIC
2031
Joel Isaacson & Co
New York
$372M +$44.8M +14% 730
SMI
2032
Shelter Mutual Insurance
Missouri
$372M +$8.3M +2% 45
ICM
2033
Intrepid Capital Management
Florida
$371M +$2.1M +0.6% 47
COI
2034
Connable Office Inc
Michigan
$371M -$9.73M -3% 227
SCM
2035
Stonehill Capital Management
New York
$371M +$86.4M +30% 19
BLM
2036
Bennett Lawrence Management
New York
$371M -$69.7M -16% 106
AW
2037
ACG Wealth
Georgia
$370M +$16.7M +5% 221
KPCM
2038
Kings Point Capital Management
New York
$370M +$40M +12% 372
AB
2039
Atlas Brown
Kentucky
$369M +$99.6M +37% 109
RRC
2040
Red Rocks Capital
Colorado
$369M +$14.3M +4% 20
FPCM
2041
Financial Partners Capital Management
New York
$368M +$20.9M +6% 117
CCM
2042
Condor Capital Management
New Jersey
$368M +$8.45M +2% 184
SFS
2043
Strategic Financial Services
New York
$368M +$9.6M +3% 99
AHC
2044
Adell Harriman & Carpenter
Texas
$367M +$3.33M +0.9% 143
AF
2045
Arrow Financial
New York
$367M +$6.26M +2% 425
BCM
2046
BTR Capital Management
California
$367M +$4.38M +1% 143
SIA
2047
Spruce Investment Advisors
Connecticut
$367M -$18.2M -5% 32
MACF
2048
Margaret A Cargill Foundation
Minnesota
$364M -$72.9M -17% 1
RCM
2049
Rockshelter Capital Management
Pennsylvania
$364M -$9.49M -3% 35
IAA
2050
Ironsides Asset Advisors
North Carolina
$364M +$18.9M +5% 178