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
BCM
2026
BTR Capital Management
California
$886M +$79.6M +10% 177
VFA
2027
Voya Financial Advisors
Connecticut
$886M +$68.2M +8% 274
1IA
2028
1834 Investment Advisors
Wisconsin
$885M +$64.9M +8% 514
TFS
2029
TrustCore Financial Services
Tennessee
$885M -$130M -13% 1,088
MCM
2030
Makena Capital Management
California
$884M +$292M +49% 52
CCMD
2031
Cypress Capital Management (Delaware)
Delaware
$884M +$128M +17% 210
AL
2032
Arnhold LLC
New York
$883M +$16.1M +2% 139
JJ
2033
Johnson & Johnson
New Jersey
$878M -$262M -23% 27
CIM
2034
Chiron Investment Management
New York
$878M +$246M +39% 139
SI
2035
Sapience Investments
California
$878M +$36M +4% 91
NCM
2036
Narwhal Capital Management
Georgia
$878M +$86.8M +11% 169
CC
2037
Cypress Capital
Tennessee
$877M +$89.9M +11% 218
BB
2038
Bell Bank
North Dakota
$877M +$75.5M +9% 184
CT
2039
Coastline Trust
Rhode Island
$877M +$72.8M +9% 333
WA
2040
WBH Advisory
Maryland
$877M +$133M +18% 317
LWM
2041
Lyell Wealth Management
California
$876M +$53.9M +7% 195
CWM
2042
Campbell Wealth Management
Virginia
$875M +$128M +17% 86
LRPA
2043
L. Roy Papp & Associates
Arizona
$874M +$86.7M +11% 177
SCM
2044
Sirios Capital Management
Massachusetts
$873M -$82.6M -9% 86
EIM
2045
Essex Investment Management
Massachusetts
$873M +$58.1M +7% 449
II
2046
Inspire Investing
Idaho
$872M +$81M +10% 826
LWMT
2047
Legacy Wealth Management (Tennessee)
Tennessee
$872M +$75.1M +9% 20
CHP
2048
Castle Hook Partners
New York
$872M -$535M -38% 96
WFA
2049
Wipfli Financial Advisors
Wisconsin
$872M +$87.5M +11% 49
PIM
2050
Perpetual Investment Management
Australia
$872M +$82.4M +10% 244