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
SF
2026
Summit Financial
New Jersey
$711M +$107M +18% 53
SWM
2027
SeaCrest Wealth Management
New York
$711M +$87.2M +14% 666
BWA
2028
BDO Wealth Advisors
Florida
$711M +$96.8M +16% 1,030
SFI
2029
SPC Financial Inc
Maryland
$711M +$131M +23% 163
BWM
2030
BerganKDV Wealth Management
Minnesota
$711M +$78.8M +12% 1,039
HIC
2031
Harvey Investment Company
Kentucky
$710M +$69.7M +11% 92
AACA
2032
American Assets Capital Advisers
California
$709M +$88.6M +14% 37
CEI
2033
Clark Estates Inc
New York
$709M +$97.2M +16% 117
SP
2034
ShawSpring Partners
Massachusetts
$708M +$216M +44% 5
NAM
2035
North American Management
Massachusetts
$707M +$64.7M +10% 111
SC
2036
Sasco Capital
Connecticut
$707M +$125M +22% 51
MAM
2037
MPM Asset Management
Massachusetts
$707M +$170M +32% 9
QSS
2038
Quantitative Systematic Strategies
Florida
$706M +$133M +23% 803
AWA
2039
Arete Wealth Advisors
Illinois
$706M +$42.4M +6% 458
JIP
2040
Jaffetilchin Investment Partners
Florida
$705M +$163M +30% 300
CFIA
2041
Cantor Fitzgerald Investment Advisors
New York
$704M +$92.5M +15% 71
NCM
2042
Narwhal Capital Management
Georgia
$704M +$84.9M +14% 160
LWA
2043
Lenox Wealth Advisors
New York
$703M +$37.7M +6% 718
BWC
2044
Blue Whale Capital
United Kingdom
$703M +$185M +36% 18
BGIM
2045
Boussard & Gavaudan Investment Management
United Kingdom
$702M -$73.7M -10% 87
KC
2046
KCL Capital
New York
$702M +$79.7M +13% 153
CIC
2047
Cornercap Investment Counsel
Georgia
$701M -$5.39M -0.8% 664
AFA
2048
American Financial Advisors
Georgia
$701M +$85.3M +14% 125
HT
2049
HighTower Trust
Texas
$701M +$65.6M +10% 110
JLBC
2050
J.L. Bainbridge & Co
Florida
$699M +$74.8M +12% 85