Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
H
2026
HoyleCohen
California
$496M +$2.82M +0.6% 5.35% 46.1% 168
TEC
2027
Tiger Eye Capital
Tennessee
$496M +$40.5M +9% 8.39% 125% 46
DAM
2028
Deltec Asset Management
New York
$495M -$5.91M -1% 3.96% 116% 208
COI
2029
Connable Office Inc
Michigan
$493M -$15.3M -3% 1.91% 52.2% 182
AIM
2030
Alphinity Investment Management
Australia
$493M +$52.4M +12% 4.23% 137% 32
CW
2031
Cobiz Wealth
Colorado
$493M +$20M +4% 4.83% 54% 136
BCMO
2032
Buckingham Capital Management (Ohio)
Ohio
$493M +$14.8M +3% 1.63% 26.3% 146
NC
2033
NewSquare Capital
Pennsylvania
$492M +$32.2M +7% 1.4% 46.4% 374
VC
2034
Vestor Capital
Illinois
$492M +$9.13M +2% 3.01% 164% 123
BPCM
2035
Beach Point Capital Management
California
$491M +$43.8M +10% 3.93% 51% 44
EP
2036
Edgestream Partners
New Jersey
$491M -$18.8M -4% 0.37% 31.6% 309
GC
2037
Globeflex Capital
California
$490M +$17.5M +4% 7.9% 110% 469
WIC
2038
Whitegate Investment Counselors
New Hampshire
$489M +$20.4M +4% 1.98% 42.6% 202
GCP
2039
Garelick Capital Partners
Massachusetts
$489M +$57.4M +13% 11.1% 195% 34
TI
2040
Trigran Investments
Illinois
$488M +$14.9M +3% 11.5% 2.04% 22
WCM
2041
Windham Capital Management
Massachusetts
$488M -$10.4M -2% 1.44% 8.3% 27
WP
2042
WealthPLAN Partners
Nebraska
$488M +$32.2M +7% 2.38% 276
NM
2043
Newtyn Management
New York
$487M -$41.1M -8% 13.2% 41.3% 29
CCA
2044
Clearwater Capital Advisors
Illinois
$487M +$3.26M +0.7% 1.28% 32.9% 635
NG
2045
NatWest Group
United Kingdom
$486M +$16.2M +3% 1.39% 174% 83
CAM
2046
Claret Asset Management
Quebec, Canada
$486M +$46.5M +11% 6.02% 65.3% 201
MC
2047
Muzinich & Co
New York
$486M -$109M -18% 2.5% 10.7% 44
IA
2048
IFG Advisory
Georgia
$485M +$37.1M +8% 3.7% 51.1% 360
RA
2049
RiverPark Advisors
New York
$485M -$34.1M -7% 5.83% 113% 72
AWS
2050
AJ Wealth Strategies
New York
$485M +$66M +16% 2.83% 32.2% 105