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
SJIC
2026
St. James Investment Company
Texas
$841M +$85.4M +11% 37
MMA
2027
Mizuho Markets Americas
New York
$840M +$636M +311% 31
KP
2028
Keel Point
Alabama
$838M -$93M -10% 306
SCA
2029
Summit Creek Advisors
Minnesota
$837M -$2.1M -0.3% 74
MIM
2030
Monashee Investment Management
Massachusetts
$836M +$186M +29% 597
KGAMU
2031
KPS Global Asset Management (UK)
United Kingdom
$835M +$103M +14% 7
AIIMS
2032
Analyst IMS Investment Management Services
Israel
$834M +$88.3M +12% 105
DWM
2033
Dakota Wealth Management
Florida
$834M +$77.6M +10% 355
M
2034
Mirova
France
$834M -$4.04M -0.5% 167
WAM
2035
Wellesley Asset Management
New Hampshire
$834M $0 0% 31
DG
2036
DigitalBridge Group
Florida
$833M +$49.5M +6% 49
RSWM
2037
Robertson Stephens Wealth Management
California
$832M +$207M +33% 341
ICM
2038
Ionic Capital Management
New York
$832M +$205M +33% 437
MCM
2039
MKP Capital Management
New York
$831M -$50.2M -6% 64
BSCM
2040
Berry Street Capital Management
United Kingdom
$831M +$128M +18% 135
CCM
2041
Consonance Capital Management
New York
$831M -$107M -11% 43
CIM
2042
Chiron Investment Management
New York
$830M 73
KIP
2043
Kayak Investment Partners
California
$830M +$55M +7% 31
GAM
2044
Griffin Asset Management
New York
$830M +$47.3M +6% 250
SWM
2045
SeaCrest Wealth Management
New York
$829M +$74.1M +10% 722
MCM
2046
Maple Capital Management
Vermont
$829M +$153M +23% 108
1IA
2047
1834 Investment Advisors
Wisconsin
$827M +$54.4M +7% 532
WSCM
2048
Wellington Shields Capital Management
New York
$827M -$226M -21% 301
MYIA
2049
Mount Yale Investment Advisors
Colorado
$825M +$60.3M +8% 455
IG
2050
Ithaka Group
Virginia
$825M +$87M +12% 44