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
WCM
2026
Wallace Capital Management
Texas
$763M +$104M +16% 70
MCM
2027
Maltese Capital Management
New York
$763M +$121M +19% 181
TCM
2028
Tensile Capital Management
California
$762M -$90.1M -11% 19
SFG
2029
Sage Financial Group
Pennsylvania
$762M +$33.1M +5% 71
CTA
2030
Colonial Trust Advisors
South Carolina
$761M +$40.2M +6% 181
SF
2031
Summit Financial
New Jersey
$758M +$47.1M +7% 57
PFC
2032
Phocas Financial Corp
California
$758M +$104M +16% 226
PS
2033
Presima Securities
Quebec, Canada
$758M +$80.2M +12% 56
SFI
2034
SPC Financial Inc
Maryland
$758M +$47.2M +7% 175
BWC
2035
Blue Whale Capital
United Kingdom
$758M +$55.4M +8% 20
ELFC
2036
E-L Financial Corp
Ontario, Canada
$757M +$31.8M +4% 1
DWM
2037
Dakota Wealth Management
Florida
$757M -$7.13M -0.9% 359
TAM
2038
Third Avenue Management
New York
$756M +$43.4M +6% 65
CU
2039
CDAM (UK)
United Kingdom
$756M +$100M +15% 14
SCA
2040
Stonebridge Capital Advisors
Minnesota
$756M +$95.1M +14% 994
SJIC
2041
St. James Investment Company
Texas
$755M -$20.3M -3% 38
SWM
2042
SeaCrest Wealth Management
New York
$755M +$44M +6% 696
AIM
2043
Aigen Investment Management
New York
$755M -$11.4M -1% 1,003
TCM
2044
TD Capital Management
Tennessee
$755M +$30.1M +4% 342
SAM
2045
Sandbar Asset Management
United Kingdom
$754M +$129M +21% 70
AF
2046
Arrow Financial
New York
$754M +$239M +47% 328
AW
2047
ACG Wealth
Georgia
$754M +$29.8M +4% 335
SWM
2048
Segment Wealth Management
Texas
$754M +$60.8M +9% 228
FBFS
2049
First Business Financial Services
Wisconsin
$753M +$65.1M +9% 135
RCYC
2050
Richard C. Young & Co
Rhode Island
$753M +$96M +15% 73