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
CCG
2026
Cypress Capital Group
Florida
$519M +$12.3M +2% 253
CW
2027
CreativeOne Wealth
Kansas
$518M +$42.2M +9% 196
DS
2028
DRW Securities
Illinois
$517M -$62.9M -11% 173
SM
2029
Sunriver Management
Connecticut
$516M +$26.1M +5% 22
HH
2030
Hilltop Holdings
Texas
$516M +$46.2M +10% 431
AIP
2031
Almanack Investment Partners
Pennsylvania
$516M +$83.3M +19% 336
OC
2032
Oakworth Capital
Alabama
$516M -$9.17M -2% 675
AP
2033
Archon Partners
New Jersey
$515M +$11M +2% 60
IA
2034
IFG Advisory
Georgia
$515M -$48.1M -9% 462
GWM
2035
Greenwich Wealth Management
Connecticut
$512M -$68.2M -12% 207
CG
2036
Caprock Group
Idaho
$512M +$603K +0.1% 384
CHAM
2037
Clear Harbor Asset Management
Connecticut
$512M +$15.1M +3% 277
RIA
2038
Regal Investment Advisors
Michigan
$512M -$1.57M -0.3% 342
TIM
2039
Thompson Investment Management
Wisconsin
$511M -$822K -0.2% 190
SWM
2040
Segment Wealth Management
Texas
$511M +$19.5M +4% 208
PHS
2041
Pekin Hardy Strauss
Illinois
$511M +$8.79M +2% 213
SFM
2042
Signet Financial Management
New Jersey
$511M +$6.43M +1% 249
ED
2043
Exane Derivatives
France
$510M -$5.62M -1% 688
JAM
2044
Jacobs Asset Management
New York
$510M -$29.1M -5% 58
FHA
2045
Flagship Harbor Advisors
Massachusetts
$510M +$28.3M +6% 2,037
LIM
2046
Lingotto Investment Management
United Kingdom
$510M +$13.5M +3% 7
GIA
2047
Granite Investment Advisors
New Hampshire
$510M -$22M -4% 173
WIC
2048
Whitegate Investment Counselors
New Hampshire
$510M +$12.1M +2% 206
SP
2049
Summit Partners
Massachusetts
$509M -$51.4M -9% 8
AG
2050
Aravt Global
New York
$508M -$131M -21% 16