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
OFG
2026
Oxford Financial Group
Indiana
$665M -$13.4M -2% 277
DG
2027
DigitalBridge Group
Florida
$664M -$34.1M -5% 60
LG
2028
Leuthold Group
Minnesota
$664M -$40.7M -6% 201
PVI
2029
Pura Vida Investments
New York
$663M +$34.3M +5% 224
ZF
2030
Zhang Financial
Michigan
$663M +$40.2M +6% 230
SIM
2031
Sandia Investment Management
Massachusetts
$663M -$62M -9% 364
TWM
2032
Tanglewood Wealth Management
Texas
$662M -$78.9M -11% 32
LOM
2033
LTS One Management
New York
$662M -$127M -16% 5
MG
2034
Magnolia Group
Nebraska
$662M -$16.1M -2% 11
LRPA
2035
L. Roy Papp & Associates
Arizona
$661M -$28.4M -4% 171
PP
2036
PDT Partners
New York
$661M -$473M -42% 1,175
TPWA
2037
TRUE Private Wealth Advisors
Oregon
$661M -$26.6M -4% 242
IVAV
2038
Index Venture Associates VI
Jersey
$661M +$60.1M +10% 2
VFP
2039
Verus Financial Partners
Virginia
$661M -$37.1M -5% 108
HS
2040
Hazelview Securities
Ontario, Canada
$660M -$84.9M -11% 30
ORI
2041
Oak Ridge Investments
Illinois
$660M -$27.4M -4% 161
MW
2042
Marcum Wealth
Ohio
$659M -$8.8M -1% 415
SMC
2043
Smith, Moore & Co
Missouri
$659M +$10.5M +2% 418
SWM
2044
SeaCrest Wealth Management
New York
$659M -$136M -17% 1,642
RCA
2045
Resonant Capital Advisors
Wisconsin
$658M +$17.7M +3% 248
AWA
2046
Arkadios Wealth Advisors
Georgia
$658M -$12.2M -2% 578
AIC
2047
AWM Investment Company
New York
$658M +$22.9M +4% 128
SH
2048
SeaTown Holdings
Singapore
$657M +$196M +43% 72
MC
2049
Middleton & Co
Massachusetts
$657M -$123M -16% 163
MGWM
2050
Marks Group Wealth Management
Minnesota
$657M -$36.3M -5% 296