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
CW
2026
CreativeOne Wealth
Kansas
$518M +$42.2M +9% 196
DS
2027
DRW Securities
Illinois
$517M -$62.9M -11% 173
SM
2028
Sunriver Management
Connecticut
$516M +$26.1M +5% 22
HH
2029
Hilltop Holdings
Texas
$516M +$46.2M +10% 431
AIP
2030
Almanack Investment Partners
Pennsylvania
$516M +$83.3M +19% 336
OC
2031
Oakworth Capital
Alabama
$516M -$9.17M -2% 675
AP
2032
Archon Partners
New Jersey
$515M +$11M +2% 60
IA
2033
IFG Advisory
Georgia
$515M -$48.1M -9% 462
GWM
2034
Greenwich Wealth Management
Connecticut
$512M -$68.2M -12% 207
CG
2035
Caprock Group
Idaho
$512M +$603K +0.1% 384
CHAM
2036
Clear Harbor Asset Management
Connecticut
$512M +$15.1M +3% 277
RIA
2037
Regal Investment Advisors
Michigan
$512M -$1.57M -0.3% 342
TIM
2038
Thompson Investment Management
Wisconsin
$511M -$822K -0.2% 190
SWM
2039
Segment Wealth Management
Texas
$511M +$19.5M +4% 208
PHS
2040
Pekin Hardy Strauss
Illinois
$511M +$8.79M +2% 213
SFM
2041
Signet Financial Management
New Jersey
$511M +$6.43M +1% 249
ED
2042
Exane Derivatives
France
$510M -$5.62M -1% 688
JAM
2043
Jacobs Asset Management
New York
$510M -$29.1M -5% 58
FHA
2044
Flagship Harbor Advisors
Massachusetts
$510M +$28.3M +6% 2,037
LIM
2045
Lingotto Investment Management
United Kingdom
$510M +$13.5M +3% 7
GIA
2046
Granite Investment Advisors
New Hampshire
$510M -$22M -4% 173
WIC
2047
Whitegate Investment Counselors
New Hampshire
$510M +$12.1M +2% 206
SP
2048
Summit Partners
Massachusetts
$509M -$51.4M -9% 8
AG
2049
Aravt Global
New York
$508M -$131M -21% 16
PTC
2050
Private Trust Company
Ohio
$507M +$11.4M +2% 388