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
PP
2026
PDT Partners
New York
$661M -$473M -42% 1,175
TPWA
2027
TRUE Private Wealth Advisors
Oregon
$661M -$26.6M -4% 242
IVAV
2028
Index Venture Associates VI
Jersey
$661M +$60.1M +10% 2
VFP
2029
Verus Financial Partners
Virginia
$661M -$37.1M -5% 108
HS
2030
Hazelview Securities
Ontario, Canada
$660M -$84.9M -11% 30
ORI
2031
Oak Ridge Investments
Illinois
$660M -$27.4M -4% 161
MW
2032
Marcum Wealth
Ohio
$659M -$8.8M -1% 415
SMC
2033
Smith, Moore & Co
Missouri
$659M +$10.5M +2% 418
SWM
2034
SeaCrest Wealth Management
New York
$659M -$136M -17% 1,642
RCA
2035
Resonant Capital Advisors
Wisconsin
$658M +$17.7M +3% 248
AWA
2036
Arkadios Wealth Advisors
Georgia
$658M -$12.2M -2% 578
AIC
2037
AWM Investment Company
New York
$658M +$22.9M +4% 128
SH
2038
SeaTown Holdings
Singapore
$657M +$196M +43% 72
MC
2039
Middleton & Co
Massachusetts
$657M -$123M -16% 163
MGWM
2040
Marks Group Wealth Management
Minnesota
$657M -$36.3M -5% 296
ACM
2041
Ashford Capital Management
Delaware
$656M -$48.1M -7% 98
CB
2042
Community Bank
New York
$655M -$43.3M -6% 711
MHIC
2043
Marble Harbor Investment Counsel
Massachusetts
$655M -$1.13M -0.2% 182
PCMF
2044
Private Capital Management (Florida)
Florida
$655M +$23.7M +4% 136
AWAG
2045
ARS Wealth Advisors Group
Florida
$655M -$73.6M -10% 170
NTCM
2046
Nine Ten Capital Management
Illinois
$654M -$66.5M -9% 10
RCYC
2047
Richard C. Young & Co
Rhode Island
$654M -$118M -15% 78
LCM
2048
LVM Capital Management
Michigan
$653M -$36.2M -5% 139
MAM
2049
Montanaro Asset Management
United Kingdom
$653M -$12.2M -2% 49
FNF
2050
Fidelity National Financial
Florida
$653M -$47.4M -7% 33