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
MCM
2026
Maltese Capital Management
New York
$763M +$121M +19% 181
TCM
2027
Tensile Capital Management
California
$762M -$90.1M -11% 19
SFG
2028
Sage Financial Group
Pennsylvania
$762M +$33.1M +5% 71
CTA
2029
Colonial Trust Advisors
South Carolina
$761M +$40.2M +6% 181
SF
2030
Summit Financial
New Jersey
$758M +$47.1M +7% 57
PFC
2031
Phocas Financial Corp
California
$758M +$104M +16% 226
PS
2032
Presima Securities
Quebec, Canada
$758M +$80.2M +12% 56
SFI
2033
SPC Financial Inc
Maryland
$758M +$47.2M +7% 175
BWC
2034
Blue Whale Capital
United Kingdom
$758M +$55.4M +8% 20
ELFC
2035
E-L Financial Corp
Ontario, Canada
$757M +$31.8M +4% 1
DWM
2036
Dakota Wealth Management
Florida
$757M -$7.13M -0.9% 359
TAM
2037
Third Avenue Management
New York
$756M +$43.4M +6% 65
CU
2038
CDAM (UK)
United Kingdom
$756M +$100M +15% 14
SCA
2039
Stonebridge Capital Advisors
Minnesota
$756M +$95.1M +14% 994
SJIC
2040
St. James Investment Company
Texas
$755M -$20.3M -3% 38
SWM
2041
SeaCrest Wealth Management
New York
$755M +$44M +6% 696
AIM
2042
Aigen Investment Management
New York
$755M -$11.4M -1% 1,003
TCM
2043
TD Capital Management
Tennessee
$755M +$30.1M +4% 342
SAM
2044
Sandbar Asset Management
United Kingdom
$754M +$129M +21% 70
AF
2045
Arrow Financial
New York
$754M +$239M +47% 328
AW
2046
ACG Wealth
Georgia
$754M +$29.8M +4% 335
SWM
2047
Segment Wealth Management
Texas
$754M +$60.8M +9% 228
FBFS
2048
First Business Financial Services
Wisconsin
$753M +$65.1M +9% 135
RCYC
2049
Richard C. Young & Co
Rhode Island
$753M +$96M +15% 73
QCMNJ
2050
Quantum Capital Management (New Jersey)
New Jersey
$753M +$14.5M +2% 36