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
WRM
2026
Westport Resources Management
Connecticut
$374M +$10.5M +3% 1,068
HHMI
2027
Howard Hughes Medical Institute
Maryland
$374M -$75.6M -17% 220
LG
2028
LaFleur & Godfrey
Michigan
$374M +$8.62M +2% 81
RIA
2029
Regal Investment Advisors
Michigan
$373M +$42.1M +13% 1,086
SIG
2030
Schooner Investment Group
Pennsylvania
$373M -$48.4M -11% 226
OH
2031
Overlook Holdings
British Virgin Islands
$373M -$26M -7% 2
CL
2032
Choreo LLC
Illinois
$373M +$31M +9% 158
MAC
2033
Monarch Alternative Capital
New York
$373M -$66.5M -15% 7
MAM
2034
Mark Asset Management
New York
$372M +$5.56M +2% 69
FCG
2035
FrontFour Capital Group
Connecticut
$372M -$63.7M -15% 42
JIC
2036
Joel Isaacson & Co
New York
$372M +$44.8M +14% 730
SMI
2037
Shelter Mutual Insurance
Missouri
$372M +$8.3M +2% 45
ICM
2038
Intrepid Capital Management
Florida
$371M +$2.1M +0.6% 47
COI
2039
Connable Office Inc
Michigan
$371M -$9.73M -3% 227
SCM
2040
Stonehill Capital Management
New York
$371M +$86.4M +30% 19
BLM
2041
Bennett Lawrence Management
New York
$371M -$69.7M -16% 106
AW
2042
ACG Wealth
Georgia
$370M +$16.7M +5% 221
KPCM
2043
Kings Point Capital Management
New York
$370M +$40M +12% 372
AB
2044
Atlas Brown
Kentucky
$369M +$99.6M +37% 109
RRC
2045
Red Rocks Capital
Colorado
$369M +$14.3M +4% 20
FPCM
2046
Financial Partners Capital Management
New York
$368M +$20.9M +6% 117
CCM
2047
Condor Capital Management
New Jersey
$368M +$8.45M +2% 184
SFS
2048
Strategic Financial Services
New York
$368M +$9.6M +3% 99
AHC
2049
Adell Harriman & Carpenter
Texas
$367M +$3.33M +0.9% 143
AF
2050
Arrow Financial
New York
$367M +$6.26M +2% 425