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
SEM
2026
Suncoast Equity Management
Florida
$542M +$131M +32% 42
KFS
2027
Kurt F. Somerville
$542M +$91.3M +20% 116
HR
2028
Howe & Rusling
New York
$542M +$77.8M +17% 959
F
2029
F3Logic
Minnesota
$542M +$82.1M +18% 182
HH
2030
Hilltop Holdings
Texas
$542M +$129M +31% 424
GLAM
2031
Gardner Lewis Asset Management
Pennsylvania
$541M -$62.1M -10% 87
SWM
2032
Segment Wealth Management
Texas
$541M +$92M +20% 211
GAG
2033
GM Advisory Group
New York
$541M +$173M +47% 192
EA
2034
Efficient Advisors
Ohio
$540M +$62.2M +13% 50
DK
2035
Darrell & King
Virginia
$540M +$112M +26% 50
SCA
2036
Stonebridge Capital Advisors
Minnesota
$539M +$65.7M +14% 881
DCM
2037
Discovery Capital Management
Connecticut
$539M +$176M +49% 65
BB
2038
Bell Bank
North Dakota
$538M +$77.9M +17% 166
RBCM
2039
Raub Brock Capital Management
California
$538M +$80M +17% 65
SCP
2040
Steamboat Capital Partners
New York
$537M +$27.8M +5% 63
BJ
2041
Brouwer & Janachowski
California
$537M +$31.2M +6% 49
MGAM
2042
McGowan Group Asset Management
Texas
$537M +$80.3M +18% 89
STA
2043
Summit Trail Advisors
New York
$536M +$164M +44% 193
OCM
2044
Olstein Capital Management
New York
$535M +$79.3M +17% 105
BCM
2045
Barometer Capital Management
Ontario, Canada
$535M +$199M +59% 155
JCM
2046
Jacobi Capital Management
Pennsylvania
$535M +$69.6M +15% 1,313
PDN
2047
Pensionfund DSM Netherlands
Netherlands
$535M +$89.5M +20% 204
TC
2048
Towle & Co
Colorado
$534M +$123M +30% 36
BIM
2049
Bridgecreek Investment Management
Oklahoma
$534M +$148M +38% 88
SFG
2050
SNS Financial Group
Minnesota
$533M +$70.7M +15% 179