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
LRPA
2026
L. Roy Papp & Associates
Arizona
$661M -$28.4M -4% 171
PP
2027
PDT Partners
New York
$661M -$473M -42% 1,175
TPWA
2028
TRUE Private Wealth Advisors
Oregon
$661M -$26.6M -4% 242
IVAV
2029
Index Venture Associates VI
Jersey
$661M +$60.1M +10% 2
VFP
2030
Verus Financial Partners
Virginia
$661M -$37.1M -5% 108
HS
2031
Hazelview Securities
Ontario, Canada
$660M -$84.9M -11% 30
ORI
2032
Oak Ridge Investments
Illinois
$660M -$27.4M -4% 161
MW
2033
Marcum Wealth
Ohio
$659M -$8.8M -1% 415
SMC
2034
Smith, Moore & Co
Missouri
$659M +$10.5M +2% 418
SWM
2035
SeaCrest Wealth Management
New York
$659M -$136M -17% 1,642
RCA
2036
Resonant Capital Advisors
Wisconsin
$658M +$17.7M +3% 248
AWA
2037
Arkadios Wealth Advisors
Georgia
$658M -$12.2M -2% 578
AIC
2038
AWM Investment Company
New York
$658M +$22.9M +4% 128
SH
2039
SeaTown Holdings
Singapore
$657M +$196M +43% 72
MC
2040
Middleton & Co
Massachusetts
$657M -$123M -16% 163
MGWM
2041
Marks Group Wealth Management
Minnesota
$657M -$36.3M -5% 296
ACM
2042
Ashford Capital Management
Delaware
$656M -$48.1M -7% 98
CB
2043
Community Bank
New York
$655M -$43.3M -6% 711
MHIC
2044
Marble Harbor Investment Counsel
Massachusetts
$655M -$1.13M -0.2% 182
PCMF
2045
Private Capital Management (Florida)
Florida
$655M +$23.7M +4% 136
AWAG
2046
ARS Wealth Advisors Group
Florida
$655M -$73.6M -10% 170
NTCM
2047
Nine Ten Capital Management
Illinois
$654M -$66.5M -9% 10
RCYC
2048
Richard C. Young & Co
Rhode Island
$654M -$118M -15% 78
LCM
2049
LVM Capital Management
Michigan
$653M -$36.2M -5% 139
MAM
2050
Montanaro Asset Management
United Kingdom
$653M -$12.2M -2% 49