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
NCM
2026
Novare Capital Management
North Carolina
$444M +$12.6M +3% 131
ICM
2027
Indaba Capital Management
California
$444M +$139M +46% 22
FBP
2028
Flippin Bruce & Porter
Virginia
$444M +$11.2M +3% 76
AAM
2029
ACK Asset Management
Connecticut
$443M +$106M +31% 38
DCM
2030
Dynamic Capital Management
Jersey
$443M -$174M -28% 357
WIC
2031
Whitegate Investment Counselors
New Hampshire
$442M +$26.1M +6% 180
AHC
2032
Adell Harriman & Carpenter
Texas
$442M +$6.33M +1% 155
WA
2033
WFG Advisors
Texas
$442M +$67.1M +18% 1,775
MVUM
2034
Matrix VIII US Management
Massachusetts
$442M -$183M -29% 1
TC
2035
Tairen Capital
Hong Kong
$441M +$20.8M +5% 17
EC
2036
Estate Counselors
Wisconsin
$441M +$56M +15% 69
TCM
2037
Tygh Capital Management
Oregon
$441M +$13.2M +3% 110
CTA
2038
Colonial Trust Advisors
South Carolina
$440M +$115M +36% 144
NCM
2039
Numina Capital Management
New York
$440M +$81.8M +23% 37
BIC
2040
Bridges Investment Counsel
Nebraska
$440M +$98.1M +29% 150
JFA
2041
JNBA Financial Advisors
Minnesota
$440M +$16.5M +4% 488
VWM
2042
Venturi Wealth Management
Texas
$440M +$7.01M +2% 214
MCL
2043
MIK Capital LLC
New York
$439M -$11.2M -2% 16
CCM
2044
Catawba Capital Management
Virginia
$439M -$19.5M -4% 269
CL
2045
CPWM LLC
Washington
$438M -$1.55M -0.4% 278
HS
2046
HighVista Strategies
Massachusetts
$438M -$8.22M -2% 264
FNF
2047
Fidelity National Financial
Florida
$438M +$12.7M +3% 22
BC
2048
Bruce & Co
Illinois
$438M +$20.3M +5% 52
PFM
2049
Phillips Financial Management
Indiana
$438M +$25.1M +6% 72
AIL
2050
AGF Investments LLC
Ontario, Canada
$437M +$39.1M +10% 826