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
WM
2026
WS Management
Florida
$836M +$153M +22% 62
MGP
2027
Metis Global Partners
California
$833M +$473M +132% 546
RWM
2028
RKL Wealth Management
Pennsylvania
$833M -$9.44M -1% 145
NFG
2029
Nations Financial Group
Iowa
$833M +$72.8M +10% 571
DCP
2030
Diameter Capital Partners
New York
$831M -$245M -23% 194
FDCC
2031
Foster Dykema Cabot & Co
Massachusetts
$829M -$57.7M -7% 99
CBB
2032
Citizens Business Bank
California
$828M +$11.8M +1% 262
PIMJS
2033
PKO Investment Management Joint-Stock
Poland
$828M -$58.7M -7% 122
SC
2034
Strategy Capital
California
$828M -$229M -22% 8
PVI
2035
Pura Vida Investments
New York
$828M -$131M -14% 264
SC
2036
Skylands Capital
Wisconsin
$826M -$40M -5% 155
LC
2037
L1 Capital
Australia
$826M -$40.2M -5% 17
QCG
2038
Quadrant Capital Group
Ohio
$826M -$12.2M -1% 2,811
HI
2039
Handelsinvest Investeringsforvaltning
Denmark
$826M -$159M -16% 115
MCM
2040
Makena Capital Management
California
$824M -$60.2M -7% 52
CT
2041
Coastline Trust
Rhode Island
$823M -$53.3M -6% 338
SI
2042
Sapience Investments
California
$823M -$54.8M -6% 90
FTDI
2043
First Trust Direct Indexing
Massachusetts
$823M +$51.1M +7% 715
ACM
2044
Advance Capital Management
Michigan
$823M +$334M +68% 96
CWM
2045
Campbell Wealth Management
Virginia
$822M -$52.6M -6% 83
WAS
2046
Wesleyan Assurance Society
United Kingdom
$821M -$24.2M -3% 96
COCM
2047
Charter Oak Capital Management
New Hampshire
$818M -$42.3M -5% 1,069
1IA
2048
1834 Investment Advisors
Wisconsin
$816M -$68.5M -8% 489
CC
2049
Cypress Capital
Tennessee
$816M -$61.3M -7% 227
HIC
2050
Harvey Investment Company
Kentucky
$816M -$47.8M -6% 95