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
RWM
2026
Ritholtz Wealth Management
New York
$441M +$46.4M +12% 136
JFA
2027
JNBA Financial Advisors
Minnesota
$441M +$218M +98% 804
SHCM
2028
Stokes & Hubbell Capital Management
Louisiana
$441M -$41.2M -9% 131
JA
2029
JOYN Advisors
Georgia
$441M -$91.8M -17% 1,985
SM
2030
Sunriver Management
Connecticut
$440M -$44.4M -9% 22
KFA
2031
Kays Financial Advisory
Georgia
$439M -$29.4M -6% 104
OC
2032
Oakworth Capital
Alabama
$439M -$61.2M -12% 635
CM
2033
Columbus Macro
Pennsylvania
$438M +$34.8M +9% 152
MCM
2034
Marcato Capital Management
California
$438M -$438M -50% 25
IRF
2035
IBM Retirement Fund
New York
$438M +$1.2M +0.3% 454
EAM
2036
Evanson Asset Management
California
$438M -$54.3M -11% 247
FWP
2037
FAS Wealth Partners
Kansas
$437M -$2.43M -0.6% 196
CCG
2038
Cypress Capital Group
Florida
$436M -$91.4M -17% 243
PL
2039
Parkwood LLC
Ohio
$436M -$154M -26% 92
RCM
2040
Riverpark Capital Management
New York
$436M -$81.9M -16% 62
TCM
2041
Tang Capital Management
California
$436M -$177M -29% 8
KFS
2042
Kurt F. Somerville
$436M -$64.1M -13% 111
VI
2043
Versor Investments
New York
$436M +$168M +63% 363
CIP
2044
Convergence Investment Partners
Florida
$435M -$55.3M -11% 409
B
2045
Brightworth
Georgia
$435M -$15.7M -3% 102
CHAM
2046
Clear Harbor Asset Management
Connecticut
$434M -$61.3M -12% 280
CG
2047
Caprock Group
Idaho
$434M -$57.3M -12% 438
HHGA
2048
Halbert Hargrove Global Advisors
California
$434M +$49.2M +13% 83
HVIA
2049
Hudson Valley Investment Advisors
New York
$434M +$2.56M +0.6% 170
RWM
2050
RKL Wealth Management
Pennsylvania
$433M -$37.4M -8% 127