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
WAM
2026
Weatherly Asset Management
California
$822M +$28.8M +4% 206
FCM
2027
Fernbridge Capital Management
California
$821M +$1.94M +0.2% 18
PO
2028
Private Ocean
California
$821M +$57.8M +8% 672
CB
2029
Community Bank
New York
$821M -$26.2M -3% 514
PAM
2030
Palisade Asset Management
Minnesota
$820M -$30M -4% 185
1IA
2031
1834 Investment Advisors
Wisconsin
$820M -$7.29M -0.9% 534
SC
2032
Sasco Capital
Connecticut
$819M -$28.7M -3% 48
QCMNJ
2033
Quantum Capital Management (New Jersey)
New Jersey
$819M -$5.74M -0.7% 34
RA
2034
RiverPark Advisors
New York
$818M +$34.3M +4% 210
TCM
2035
TD Capital Management
Tennessee
$818M +$16.3M +2% 380
IG
2036
Ithaka Group
Virginia
$818M -$7.27M -0.9% 50
VFA
2037
Voya Financial Advisors
Connecticut
$817M +$51.4M +7% 262
OCM
2038
Olstein Capital Management
New York
$816M +$21.8M +3% 109
GH
2039
Grosvenor Holdings
Illinois
$816M -$191M -19% 25
TSAM
2040
Trinity Street Asset Management
United Kingdom
$816M +$91.8M +13% 21
EIM
2041
Essex Investment Management
Massachusetts
$815M -$44.8M -5% 458
LG
2042
Leuthold Group
Minnesota
$815M +$526K +0.1% 207
GL
2043
Graypoint LLC
New York
$815M +$61.9M +8% 282
HT
2044
HighTower Trust
Texas
$814M -$4.64M -0.6% 106
SFG
2045
Sage Financial Group
Pennsylvania
$813M +$843K +0.1% 72
AIIMS
2046
Analyst IMS Investment Management Services
Israel
$812M -$22.2M -3% 103
CU
2047
CDAM (UK)
United Kingdom
$812M +$36.6M +5% 13
OCM
2048
Oribel Capital Management
New York
$812M +$197K +0% 161
AEPI
2049
AH Equity Partners III
California
$811M +$147M +22% 12
CTA
2050
Colonial Trust Advisors
South Carolina
$811M -$8.33M -1% 196