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
SE
2026
Summit Equities
New Jersey
$403M +$20M +5% 25
BCM
2027
Bayesian Capital Management
New York
$403M +$250M +164% 793
DG
2028
Davidson & Garrard
Virginia
$402M -$345K -0.1% 188
OH
2029
Overlook Holdings
British Virgin Islands
$402M -$30.6M -7% 2
UFF
2030
USA Financial Formulas
Michigan
$402M +$12.4M +3% 389
AHC
2031
Adell Harriman & Carpenter
Texas
$402M +$7.08M +2% 141
GC
2032
Globeflex Capital
California
$401M +$1.22M +0.3% 594
CM
2033
Crestline Management
Texas
$401M -$387M -49% 253
NC
2034
NewSquare Capital
Pennsylvania
$401M -$34.6M -8% 521
3AM
2035
3EDGE Asset Management
Florida
$401M 20
PFM
2036
Phillips Financial Management
Indiana
$400M +$23.4M +6% 69
MFM
2037
Marianas Fund Management
New York
$398M +$47.4M +14% 47
TCM
2038
Tygh Capital Management
Oregon
$398M +$28.8M +8% 109
SCA
2039
Snowden Capital Advisors
New York
$397M +$28.2M +8% 322
CG
2040
Caprock Group
Idaho
$397M -$43.4M -10% 421
GPCM
2041
Greenbrier Partners Capital Management
Texas
$397M +$5.13M +1% 18
RP
2042
Regal Partners
Australia
$397M +$12.8M +3% 12
HTHT
2043
Hemenway Trust Hemenway Trust
New Hampshire
$397M -$2.99M -0.7% 156
ID
2044
Integral Derivatives
New York
$396M +$40.1M +11% 746
LOAMS
2045
Lombard Odier Asset Management (Switzerland)
Switzerland
$396M -$23.1M -6% 119
PWPCM
2046
Perella Weinberg Partners Capital Management
New York
$396M +$55.5M +16% 122
DIP
2047
DT Investment Partners
Pennsylvania
$395M +$5.51M +1% 72
YMRC
2048
Yorktown Management & Research Company
Virginia
$394M -$65M -14% 422
NIM
2049
Needham Investment Management
New York
$391M +$12.5M +3% 110
BI
2050
Bulldog Investors
New Jersey
$391M -$52.6M -12% 95