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
DWT
2026
Dorsey & Whitney Trust
South Dakota
$379M +$22.8M +6% 277
HTHT
2027
Hemenway Trust Hemenway Trust
New Hampshire
$379M +$16.9M +5% 219
LIM
2028
Lagoda Investment Management
New York
$377M +$34.6M +10% 33
AJ
2029
Ashburton (Jersey)
Jersey
$376M 71
IMOV
2030
Investment Management of Virginia
Virginia
$376M -$1.8M -0.5% 160
MAM
2031
Mark Asset Management
New York
$376M +$33M +10% 63
CIM
2032
Contravisory Investment Management
Massachusetts
$376M -$49.9M -12% 247
MHIC
2033
Marble Harbor Investment Counsel
Massachusetts
$376M +$12M +3% 136
LHC
2034
Lodge Hill Capital
New York
$375M -$53.5M -12% 38
GC
2035
Globeflex Capital
California
$375M -$91.9M -20% 582
CF
2036
CNA Financial
Illinois
$374M -$28.8M -7% 196
AF
2037
Arrow Financial
New York
$374M +$22.5M +6% 537
IAA
2038
Ironsides Asset Advisors
North Carolina
$374M +$16.6M +5% 179
JMFC
2039
J.M. Forbes & Co
Massachusetts
$374M +$22.4M +6% 104
GIM
2040
Greylin Investment Management
Virginia
$372M +$12M +3% 78
AHC
2041
Adell Harriman & Carpenter
Texas
$372M +$31.8M +9% 145
RCP
2042
RIT Capital Partners
United Kingdom
$372M -$56.4M -13% 13
APCM
2043
Alaska Permanent Capital Management
Alaska
$372M +$96M +35% 23
MA
2044
MCF Advisors
Kentucky
$372M -$18.5M -5% 511
HCCM
2045
Herring Creek Capital Management
Connecticut
$372M +$6.52M +2% 33
CF
2046
Cypress Funds
California
$372M +$37.8M +11% 29
OCM
2047
Oakwood Capital Management
California
$371M +$12.7M +4% 91
HC
2048
HHG & Company
Connecticut
$370M +$40.9M +12% 138
RCIM
2049
Russell Clark Investment Management
United Kingdom
$370M -$23.6M -6% 33
AP
2050
Archon Partners
New Jersey
$370M +$31.8M +9% 63