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
JIC
2026
Joel Isaacson & Co
New York
$397M +$24.6M +7% 759
LSGA
2027
Lone Star Global Acquisitions
Bermuda
$395M -$3.65M -0.9% 1
DWT
2028
Dorsey & Whitney Trust
South Dakota
$395M +$6.78M +2% 280
JC
2029
Jacobs & Co
California
$395M +$15M +4% 130
RA
2030
Rational Advisors
New York
$394M -$91.3M -19% 569
BC
2031
Bruce & Co
Illinois
$394M +$32.4M +9% 56
CCM
2032
Chautauqua Capital Management
Colorado
$394M +$62M +19% 25
AP
2033
Archon Partners
New Jersey
$394M +$12.2M +3% 73
1M
2034
13D Management
New York
$393M +$31M +9% 34
QA
2035
Quantitative Advantage
Minnesota
$393M -$7.26M -2% 58
AI
2036
Accredited Investors
Minnesota
$393M +$55M +16% 78
CCM
2037
Cohen Capital Management
California
$393M +$6.85M +2% 133
SSWM
2038
Smith Salley Wealth Management
North Carolina
$392M +$7.11M +2% 181
CL
2039
Choreo LLC
Illinois
$392M +$19.6M +5% 159
NIA
2040
Northstar Investment Advisors
Colorado
$392M -$7.52M -2% 119
NMIS
2041
Northwestern Mutual Investment Services
Wisconsin
$391M +$46.6M +14% 182
HH
2042
Hilltop Holdings
Texas
$391M +$102M +35% 351
COI
2043
Connable Office Inc
Michigan
$391M +$19.9M +5% 232
FAM
2044
Foundation Asset Management
New York
$391M -$26.8M -6% 32
HIM
2045
Hillsdale Investment Management
Ontario, Canada
$389M +$1.37M +0.4% 629
SIA
2046
Spruce Investment Advisors
Connecticut
$389M +$22.6M +6% 36
EFS
2047
Essex Financial Services
Connecticut
$389M +$5.02M +1% 346
RMCP
2048
Red Mountain Capital Partners
California
$389M -$21.2M -5% 15
CS
2049
Comerica Securities
Michigan
$389M +$231M +147% 328
MG
2050
MDE Group
New Jersey
$389M -$22.6M -5% 63