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
DBG
2026
De Burlo Group
Massachusetts
$448M -$12.7M -3% 118
PC
2027
Precocity Capital
Connecticut
$447M +$30.1M +7% 69
KSCM
2028
King Street Capital Management
New York
$447M +$50.6M +13% 15
WA
2029
WFM Asia
British Virgin Islands
$446M +$92.8M +26% 6
CWM
2030
Cornerstone Wealth Management
Missouri
$446M +$41.5M +10% 405
AR
2031
Argyll Research
Delaware
$446M -$19.5M -4% 5
NCM
2032
Novare Capital Management
North Carolina
$444M +$12.6M +3% 131
ICM
2033
Indaba Capital Management
California
$444M +$139M +46% 22
FBP
2034
Flippin Bruce & Porter
Virginia
$444M +$11.2M +3% 76
AAM
2035
ACK Asset Management
Connecticut
$443M +$106M +31% 38
DCM
2036
Dynamic Capital Management
Jersey
$443M -$174M -28% 357
WIC
2037
Whitegate Investment Counselors
New Hampshire
$442M +$26.1M +6% 180
AHC
2038
Adell Harriman & Carpenter
Texas
$442M +$6.33M +1% 155
WA
2039
WFG Advisors
Texas
$442M +$67.1M +18% 1,775
MVUM
2040
Matrix VIII US Management
Massachusetts
$442M -$183M -29% 1
TC
2041
Tairen Capital
Hong Kong
$441M +$20.8M +5% 17
EC
2042
Estate Counselors
Wisconsin
$441M +$56M +15% 69
TCM
2043
Tygh Capital Management
Oregon
$441M +$13.2M +3% 110
CTA
2044
Colonial Trust Advisors
South Carolina
$440M +$115M +36% 144
NCM
2045
Numina Capital Management
New York
$440M +$81.8M +23% 37
BIC
2046
Bridges Investment Counsel
Nebraska
$440M +$98.1M +29% 150
JFA
2047
JNBA Financial Advisors
Minnesota
$440M +$16.5M +4% 488
VWM
2048
Venturi Wealth Management
Texas
$440M +$7.01M +2% 214
MCL
2049
MIK Capital LLC
New York
$439M -$11.2M -2% 16
CCM
2050
Catawba Capital Management
Virginia
$439M -$19.5M -4% 269