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
OC
2026
Oakworth Capital
Alabama
$516M -$9.17M -2% 675
AP
2027
Archon Partners
New Jersey
$515M +$11M +2% 60
IA
2028
IFG Advisory
Georgia
$515M -$48.1M -9% 462
GWM
2029
Greenwich Wealth Management
Connecticut
$512M -$68.2M -12% 207
CG
2030
Caprock Group
Idaho
$512M +$603K +0.1% 384
CHAM
2031
Clear Harbor Asset Management
Connecticut
$512M +$15.1M +3% 277
RIA
2032
Regal Investment Advisors
Michigan
$512M -$1.57M -0.3% 342
TIM
2033
Thompson Investment Management
Wisconsin
$511M -$822K -0.2% 190
SWM
2034
Segment Wealth Management
Texas
$511M +$19.5M +4% 208
PHS
2035
Pekin Hardy Strauss
Illinois
$511M +$8.79M +2% 213
SFM
2036
Signet Financial Management
New Jersey
$511M +$6.43M +1% 249
ED
2037
Exane Derivatives
France
$510M -$5.62M -1% 688
JAM
2038
Jacobs Asset Management
New York
$510M -$29.1M -5% 58
FHA
2039
Flagship Harbor Advisors
Massachusetts
$510M +$28.3M +6% 2,037
LIM
2040
Lingotto Investment Management
United Kingdom
$510M +$13.5M +3% 7
GIA
2041
Granite Investment Advisors
New Hampshire
$510M -$22M -4% 173
WIC
2042
Whitegate Investment Counselors
New Hampshire
$510M +$12.1M +2% 206
SP
2043
Summit Partners
Massachusetts
$509M -$51.4M -9% 8
AG
2044
Aravt Global
New York
$508M -$131M -21% 16
PTC
2045
Private Trust Company
Ohio
$507M +$11.4M +2% 388
TCM
2046
Twele Capital Management
Minnesota
$507M +$7.94M +2% 46
NMC
2047
Nine Masts Capital
Hong Kong
$506M -$179M -26% 132
SAM
2048
Skyline Asset Management
Illinois
$506M -$43.1M -8% 61
BWM
2049
BerganKDV Wealth Management
Minnesota
$506M +$431K +0.1% 765
WMA
2050
White Mountains Advisors
Connecticut
$506M +$6.42M +1% 3