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
GWM
2026
Greenwich Wealth Management
Connecticut
$512M -$68.2M -12% 207
CG
2027
Caprock Group
Idaho
$512M +$603K +0.1% 384
CHAM
2028
Clear Harbor Asset Management
Connecticut
$512M +$15.1M +3% 277
RIA
2029
Regal Investment Advisors
Michigan
$512M -$1.57M -0.3% 342
TIM
2030
Thompson Investment Management
Wisconsin
$511M -$822K -0.2% 190
SWM
2031
Segment Wealth Management
Texas
$511M +$19.5M +4% 208
PHS
2032
Pekin Hardy Strauss
Illinois
$511M +$8.79M +2% 213
SFM
2033
Signet Financial Management
New Jersey
$511M +$6.43M +1% 249
ED
2034
Exane Derivatives
France
$510M -$5.62M -1% 688
JAM
2035
Jacobs Asset Management
New York
$510M -$29.1M -5% 58
FHA
2036
Flagship Harbor Advisors
Massachusetts
$510M +$28.3M +6% 2,037
LIM
2037
Lingotto Investment Management
United Kingdom
$510M +$13.5M +3% 7
GIA
2038
Granite Investment Advisors
New Hampshire
$510M -$22M -4% 173
WIC
2039
Whitegate Investment Counselors
New Hampshire
$510M +$12.1M +2% 206
SP
2040
Summit Partners
Massachusetts
$509M -$51.4M -9% 8
AG
2041
Aravt Global
New York
$508M -$131M -21% 16
PTC
2042
Private Trust Company
Ohio
$507M +$11.4M +2% 388
TCM
2043
Twele Capital Management
Minnesota
$507M +$7.94M +2% 46
NMC
2044
Nine Masts Capital
Hong Kong
$506M -$179M -26% 132
SAM
2045
Skyline Asset Management
Illinois
$506M -$43.1M -8% 61
BWM
2046
BerganKDV Wealth Management
Minnesota
$506M +$431K +0.1% 765
WMA
2047
White Mountains Advisors
Connecticut
$506M +$6.42M +1% 3
SCM
2048
Silvant Capital Management
Georgia
$506M -$52.3M -9% 350
KFS
2049
Kurt F. Somerville
$506M +$1.72M +0.3% 105
JCM
2050
Jacobi Capital Management
Pennsylvania
$505M +$13.2M +3% 1,113