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
EF
2026
Empowered Funds
Pennsylvania
$887M +$107M +14% 299
FDCC
2027
Foster Dykema Cabot & Co
Massachusetts
$887M +$84.4M +11% 98
PIMJS
2028
PKO Investment Management Joint-Stock
Poland
$887M +$53.4M +6% 125
AIA
2029
Ally Invest Advisors
North Carolina
$886M +$91.4M +11% 17
TCM
2030
TD Capital Management
Tennessee
$886M +$68.4M +8% 405
BCM
2031
BTR Capital Management
California
$886M +$79.6M +10% 177
VFA
2032
Voya Financial Advisors
Connecticut
$886M +$68.2M +8% 274
1IA
2033
1834 Investment Advisors
Wisconsin
$885M +$64.9M +8% 514
TFS
2034
TrustCore Financial Services
Tennessee
$885M -$130M -13% 1,088
MCM
2035
Makena Capital Management
California
$884M +$292M +49% 52
CCMD
2036
Cypress Capital Management (Delaware)
Delaware
$884M +$128M +17% 210
AL
2037
Arnhold LLC
New York
$883M +$16.1M +2% 139
JJ
2038
Johnson & Johnson
New Jersey
$878M -$262M -23% 27
CIM
2039
Chiron Investment Management
New York
$878M +$246M +39% 139
SI
2040
Sapience Investments
California
$878M +$36M +4% 91
NCM
2041
Narwhal Capital Management
Georgia
$878M +$86.8M +11% 169
CC
2042
Cypress Capital
Tennessee
$877M +$89.9M +11% 218
BB
2043
Bell Bank
North Dakota
$877M +$75.5M +9% 184
CT
2044
Coastline Trust
Rhode Island
$877M +$72.8M +9% 333
WA
2045
WBH Advisory
Maryland
$877M +$133M +18% 317
LWM
2046
Lyell Wealth Management
California
$876M +$53.9M +7% 195
CWM
2047
Campbell Wealth Management
Virginia
$875M +$128M +17% 86
LRPA
2048
L. Roy Papp & Associates
Arizona
$874M +$86.7M +11% 177
SCM
2049
Sirios Capital Management
Massachusetts
$873M -$82.6M -9% 86
EIM
2050
Essex Investment Management
Massachusetts
$873M +$58.1M +7% 449