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
RW
2026
RVW Wealth
California
$766M +$84M +12% 105
CHAM
2027
Clear Harbor Asset Management
Connecticut
$765M +$69M +10% 376
MYIA
2028
Mount Yale Investment Advisors
Colorado
$765M +$53M +7% 459
NC
2029
NewSquare Capital
Pennsylvania
$763M +$48.8M +7% 387
WCM
2030
Wallace Capital Management
Texas
$763M +$104M +16% 70
MCM
2031
Maltese Capital Management
New York
$763M +$121M +19% 181
TCM
2032
Tensile Capital Management
California
$762M -$90.1M -11% 19
SFG
2033
Sage Financial Group
Pennsylvania
$762M +$33.1M +5% 71
CTA
2034
Colonial Trust Advisors
South Carolina
$761M +$40.2M +6% 181
SF
2035
Summit Financial
New Jersey
$758M +$47.1M +7% 57
PFC
2036
Phocas Financial Corp
California
$758M +$104M +16% 226
PS
2037
Presima Securities
Quebec, Canada
$758M +$80.2M +12% 56
SFI
2038
SPC Financial Inc
Maryland
$758M +$47.2M +7% 175
BWC
2039
Blue Whale Capital
United Kingdom
$758M +$55.4M +8% 20
ELFC
2040
E-L Financial Corp
Ontario, Canada
$757M +$31.8M +4% 1
DWM
2041
Dakota Wealth Management
Florida
$757M -$7.13M -0.9% 359
TAM
2042
Third Avenue Management
New York
$756M +$43.4M +6% 65
CU
2043
CDAM (UK)
United Kingdom
$756M +$100M +15% 14
SCA
2044
Stonebridge Capital Advisors
Minnesota
$756M +$95.1M +14% 994
SJIC
2045
St. James Investment Company
Texas
$755M -$20.3M -3% 38
SWM
2046
SeaCrest Wealth Management
New York
$755M +$44M +6% 696
AIM
2047
Aigen Investment Management
New York
$755M -$11.4M -1% 1,003
TCM
2048
TD Capital Management
Tennessee
$755M +$30.1M +4% 342
SAM
2049
Sandbar Asset Management
United Kingdom
$754M +$129M +21% 70
AF
2050
Arrow Financial
New York
$754M +$239M +47% 328