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
BCM
2026
BTR Capital Management
California
$520M +$45.4M +10% 172
GIA
2027
Granite Investment Advisors
New Hampshire
$520M +$43.9M +9% 164
CW
2028
Cobiz Wealth
Colorado
$519M +$63.8M +14% 129
CAMG
2029
CWA Asset Management Group
Florida
$518M +$89.1M +21% 235
DCM
2030
Decatur Capital Management
Georgia
$517M +$73M +16% 64
ASP
2031
Adams Street Partners
Illinois
$517M +$39.6M +8% 20
PTC
2032
Petrus Trust Company
Texas
$516M +$60M +13% 349
SFP
2033
Shepherd Financial Partners
Massachusetts
$516M +$56.4M +12% 131
COI
2034
Connable Office Inc
Michigan
$515M +$62.8M +14% 179
CG
2035
Caprock Group
Idaho
$515M +$80.2M +18% 413
KFA
2036
Kays Financial Advisory
Georgia
$515M +$75.3M +17% 125
AHC
2037
Adell Harriman & Carpenter
Texas
$514M +$60.4M +13% 152
LWMT
2038
Legacy Wealth Management (Tennessee)
Tennessee
$514M +$59M +13% 18
KA
2039
Klingman & Associates
New York
$513M +$68.9M +16% 123
FWP
2040
FAS Wealth Partners
Kansas
$512M +$75.3M +17% 196
OPCM
2041
Osborne Partners Capital Management
California
$512M -$156M -23% 189
BAM
2042
Belpointe Asset Management
Nevada
$512M +$117M +30% 612
BC
2043
Bruce & Co
Illinois
$512M +$42.2M +9% 44
CIC
2044
Cutler Investment Counsel
Oregon
$511M +$46.6M +10% 93
PL
2045
Parkwood LLC
Ohio
$511M +$74.6M +17% 91
RWM
2046
RKL Wealth Management
Pennsylvania
$511M +$77.5M +18% 130
CC
2047
Cadinha & Co
Hawaii
$511M +$108M +27% 113
SFM
2048
Signet Financial Management
New Jersey
$511M +$51.9M +11% 243
RC
2049
Randolph Company
Ohio
$510M +$148M +41% 44
BCMO
2050
Buckingham Capital Management (Ohio)
Ohio
$509M +$53.1M +12% 140