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
FDCC
2026
Foster Dykema Cabot & Co
Massachusetts
$887M +$84.4M +11% 98
PIMJS
2027
PKO Investment Management Joint-Stock
Poland
$887M +$53.4M +6% 125
AIA
2028
Ally Invest Advisors
North Carolina
$886M +$91.4M +11% 17
TCM
2029
TD Capital Management
Tennessee
$886M +$68.4M +8% 405
BCM
2030
BTR Capital Management
California
$886M +$79.6M +10% 177
VFA
2031
Voya Financial Advisors
Connecticut
$886M +$68.2M +8% 274
1IA
2032
1834 Investment Advisors
Wisconsin
$885M +$64.9M +8% 514
TFS
2033
TrustCore Financial Services
Tennessee
$885M -$130M -13% 1,088
MCM
2034
Makena Capital Management
California
$884M +$292M +49% 52
CCMD
2035
Cypress Capital Management (Delaware)
Delaware
$884M +$128M +17% 210
AL
2036
Arnhold LLC
New York
$883M +$16.1M +2% 139
JJ
2037
Johnson & Johnson
New Jersey
$878M -$262M -23% 27
CIM
2038
Chiron Investment Management
New York
$878M +$246M +39% 139
SI
2039
Sapience Investments
California
$878M +$36M +4% 91
NCM
2040
Narwhal Capital Management
Georgia
$878M +$86.8M +11% 169
CC
2041
Cypress Capital
Tennessee
$877M +$89.9M +11% 218
BB
2042
Bell Bank
North Dakota
$877M +$75.5M +9% 184
CT
2043
Coastline Trust
Rhode Island
$877M +$72.8M +9% 333
WA
2044
WBH Advisory
Maryland
$877M +$133M +18% 317
LWM
2045
Lyell Wealth Management
California
$876M +$53.9M +7% 195
CWM
2046
Campbell Wealth Management
Virginia
$875M +$128M +17% 86
LRPA
2047
L. Roy Papp & Associates
Arizona
$874M +$86.7M +11% 177
SCM
2048
Sirios Capital Management
Massachusetts
$873M -$82.6M -9% 86
EIM
2049
Essex Investment Management
Massachusetts
$873M +$58.1M +7% 449
II
2050
Inspire Investing
Idaho
$872M +$81M +10% 826