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
AAM
2026
ACK Asset Management
Connecticut
$443M +$106M +31% 38
DCM
2027
Dynamic Capital Management
Jersey
$443M -$174M -28% 357
WIC
2028
Whitegate Investment Counselors
New Hampshire
$442M +$26.1M +6% 180
AHC
2029
Adell Harriman & Carpenter
Texas
$442M +$6.33M +1% 155
WA
2030
WFG Advisors
Texas
$442M +$67.1M +18% 1,775
MVUM
2031
Matrix VIII US Management
Massachusetts
$442M -$183M -29% 1
TC
2032
Tairen Capital
Hong Kong
$441M +$20.8M +5% 17
EC
2033
Estate Counselors
Wisconsin
$441M +$56M +15% 69
TCM
2034
Tygh Capital Management
Oregon
$441M +$13.2M +3% 110
CTA
2035
Colonial Trust Advisors
South Carolina
$440M +$115M +36% 144
NCM
2036
Numina Capital Management
New York
$440M +$81.8M +23% 37
BIC
2037
Bridges Investment Counsel
Nebraska
$440M +$98.1M +29% 150
JFA
2038
JNBA Financial Advisors
Minnesota
$440M +$16.5M +4% 488
VWM
2039
Venturi Wealth Management
Texas
$440M +$7.01M +2% 214
MCL
2040
MIK Capital LLC
New York
$439M -$11.2M -2% 16
CCM
2041
Catawba Capital Management
Virginia
$439M -$19.5M -4% 269
CL
2042
CPWM LLC
Washington
$438M -$1.55M -0.4% 278
HS
2043
HighVista Strategies
Massachusetts
$438M -$8.22M -2% 264
FNF
2044
Fidelity National Financial
Florida
$438M +$12.7M +3% 22
BC
2045
Bruce & Co
Illinois
$438M +$20.3M +5% 52
PFM
2046
Phillips Financial Management
Indiana
$438M +$25.1M +6% 72
AIL
2047
AGF Investments LLC
Ontario, Canada
$437M +$39.1M +10% 826
SPH
2048
Steel Partners Holdings
New York
$436M +$32.5M +8% 10
CF
2049
Cypress Funds
California
$436M +$9.82M +2% 31
BAS
2050
Brown Advisory Securities
Maryland
$435M +$32.3M +8% 380