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
CWM
2026
Circle Wealth Management
New Jersey
$698M +$100M +17% 226
NIEF
2027
Nalanda India Equity Fund
Mauritius
$698M +$49M +8% 2
HIC
2028
Hartline Investment Corp
Illinois
$697M +$105M +18% 123
MIM
2029
Marco Investment Management
Georgia
$697M +$86.6M +14% 194
HFM
2030
Hartford Funds Management
Pennsylvania
$696M -$99.7M -13% 5
WAS
2031
Wesleyan Assurance Society
United Kingdom
$696M +$88.5M +15% 94
WAM
2032
Weatherly Asset Management
California
$696M +$76.3M +12% 189
CHAM
2033
Clear Harbor Asset Management
Connecticut
$696M +$111M +19% 812
ECM
2034
Engle Capital Management
Connecticut
$695M +$61.4M +10% 29
KA
2035
Kovack Advisors
Florida
$694M +$133M +24% 641
CCA
2036
Checchi Capital Advisers
California
$693M +$122M +21% 500
SWM
2037
Segment Wealth Management
Texas
$693M +$76.9M +12% 213
SCM
2038
Sandler Capital Management
New York
$692M +$43.4M +7% 100
ROTUOC
2039
Regents of the University of California
California
$692M -$26.8M -4% 33
RPGK
2040
Retirement Planning Group (Kansas)
Kansas
$690M +$77.4M +13% 62
CIA
2041
CCM Investment Advisers
South Carolina
$690M +$74.8M +12% 68
FMBTD
2042
First Midwest Bank Trust Division
Illinois
$690M +$50M +8% 375
OFG
2043
Oxford Financial Group
Indiana
$690M +$70.1M +11% 219
SC
2044
Skylands Capital
Wisconsin
$690M +$89.8M +15% 140
IL
2045
Investure LLC
Virginia
$689M -$13.2M -2% 13
FBFS
2046
First Business Financial Services
Wisconsin
$688M +$89.1M +15% 127
NA
2047
Nottingham Advisors
New York
$688M -$86M -11% 143
CWM
2048
Campbell Wealth Management
Virginia
$686M +$74M +12% 66
CPM
2049
Crescent Park Management
California
$685M +$89M +15% 32
DP
2050
Dundas Partners
United Kingdom
$684M +$186M +37% 34