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
CIC
2026
Cornercap Investment Counsel
Georgia
$701M -$5.39M -0.8% 664
AFA
2027
American Financial Advisors
Georgia
$701M +$85.3M +14% 125
HT
2028
HighTower Trust
Texas
$701M +$65.6M +10% 110
JLBC
2029
J.L. Bainbridge & Co
Florida
$699M +$74.8M +12% 85
CWM
2030
Circle Wealth Management
New Jersey
$698M +$100M +17% 226
NIEF
2031
Nalanda India Equity Fund
Mauritius
$698M +$49M +8% 2
HIC
2032
Hartline Investment Corp
Illinois
$697M +$105M +18% 123
MIM
2033
Marco Investment Management
Georgia
$697M +$86.6M +14% 194
HFM
2034
Hartford Funds Management
Pennsylvania
$696M -$99.7M -13% 5
WAS
2035
Wesleyan Assurance Society
United Kingdom
$696M +$88.5M +15% 94
WAM
2036
Weatherly Asset Management
California
$696M +$76.3M +12% 189
CHAM
2037
Clear Harbor Asset Management
Connecticut
$696M +$111M +19% 812
ECM
2038
Engle Capital Management
Connecticut
$695M +$61.4M +10% 29
KA
2039
Kovack Advisors
Florida
$694M +$133M +24% 641
CCA
2040
Checchi Capital Advisers
California
$693M +$122M +21% 500
SWM
2041
Segment Wealth Management
Texas
$693M +$76.9M +12% 213
SCM
2042
Sandler Capital Management
New York
$692M +$43.4M +7% 100
ROTUOC
2043
Regents of the University of California
California
$692M -$26.8M -4% 33
RPGK
2044
Retirement Planning Group (Kansas)
Kansas
$690M +$77.4M +13% 62
CIA
2045
CCM Investment Advisers
South Carolina
$690M +$74.8M +12% 68
FMBTD
2046
First Midwest Bank Trust Division
Illinois
$690M +$50M +8% 375
OFG
2047
Oxford Financial Group
Indiana
$690M +$70.1M +11% 219
SC
2048
Skylands Capital
Wisconsin
$690M +$89.8M +15% 140
IL
2049
Investure LLC
Virginia
$689M -$13.2M -2% 13
FBFS
2050
First Business Financial Services
Wisconsin
$688M +$89.1M +15% 127