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
BGIM
2026
Boussard & Gavaudan Investment Management
United Kingdom
$702M -$73.7M -10% 87
KC
2027
KCL Capital
New York
$702M +$79.7M +13% 153
CIC
2028
Cornercap Investment Counsel
Georgia
$701M -$5.39M -0.8% 664
AFA
2029
American Financial Advisors
Georgia
$701M +$85.3M +14% 125
HT
2030
HighTower Trust
Texas
$701M +$65.6M +10% 110
JLBC
2031
J.L. Bainbridge & Co
Florida
$699M +$74.8M +12% 85
CWM
2032
Circle Wealth Management
New Jersey
$698M +$100M +17% 226
NIEF
2033
Nalanda India Equity Fund
Mauritius
$698M +$49M +8% 2
HIC
2034
Hartline Investment Corp
Illinois
$697M +$105M +18% 123
MIM
2035
Marco Investment Management
Georgia
$697M +$86.6M +14% 194
HFM
2036
Hartford Funds Management
Pennsylvania
$696M -$99.7M -13% 5
WAS
2037
Wesleyan Assurance Society
United Kingdom
$696M +$88.5M +15% 94
WAM
2038
Weatherly Asset Management
California
$696M +$76.3M +12% 189
CHAM
2039
Clear Harbor Asset Management
Connecticut
$696M +$111M +19% 812
ECM
2040
Engle Capital Management
Connecticut
$695M +$61.4M +10% 29
KA
2041
Kovack Advisors
Florida
$694M +$133M +24% 641
CCA
2042
Checchi Capital Advisers
California
$693M +$122M +21% 500
SWM
2043
Segment Wealth Management
Texas
$693M +$76.9M +12% 213
SCM
2044
Sandler Capital Management
New York
$692M +$43.4M +7% 100
ROTUOC
2045
Regents of the University of California
California
$692M -$26.8M -4% 33
RPGK
2046
Retirement Planning Group (Kansas)
Kansas
$690M +$77.4M +13% 62
CIA
2047
CCM Investment Advisers
South Carolina
$690M +$74.8M +12% 68
FMBTD
2048
First Midwest Bank Trust Division
Illinois
$690M +$50M +8% 375
OFG
2049
Oxford Financial Group
Indiana
$690M +$70.1M +11% 219
SC
2050
Skylands Capital
Wisconsin
$690M +$89.8M +15% 140