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
AH
2026
Allen Holding
New York
$705M +$68.6M +11% 16
TSS
2027
Two Sigma Securities
New York
$704M +$3.25M +0.5% 2,234
KL
2028
KWMG LLC
Kansas
$704M +$53.9M +8% 144
LNWTC
2029
Laird Norton Wetherby Trust Company
Washington
$704M +$264M +60% 119
SGCA
2030
Steel Grove Capital Advisors
Tennessee
$704M +$141M +25% 187
BBCM
2031
Broad Bay Capital Management
New York
$704M +$136M +24% 19
MPMG
2032
Minneapolis Portfolio Management Group
Minnesota
$702M +$103M +17% 30
TFA
2033
Transamerica Financial Advisors
Florida
$702M +$23.9M +4% 720
SP
2034
Stairway Partners
Illinois
$701M +$85.1M +14% 10
1IA
2035
1834 Investment Advisors
Wisconsin
$700M +$32.2M +5% 209
HWMA
2036
Heritage Wealth Management (Arizona)
Arizona
$700M +$389M +125% 1,116
COI
2037
Connable Office Inc
Michigan
$698M +$82.8M +13% 221
TAM
2038
TFG Asset Management
Cayman Islands
$697M -$132M -16% 155
AIM
2039
Anchor Investment Management
South Carolina
$697M +$52.9M +8% 994
SWM
2040
SeaCrest Wealth Management
New York
$697M +$38.3M +6% 671
SCM
2041
Soleus Capital Management
Connecticut
$697M -$38.9M -5% 97
LOIM
2042
Liberty One Investment Management
Illinois
$696M +$88.2M +15% 152
FCM
2043
Fernbridge Capital Management
California
$696M -$33.7M -5% 26
KC
2044
Kepos Capital
New York
$696M -$125M -15% 577
KOC
2045
Koss-Olinger Consulting
Florida
$695M +$107M +18% 292
BFG
2046
Bouchey Financial Group
New York
$694M +$10.4M +2% 104
PFC
2047
Phocas Financial Corp
California
$694M +$48.7M +8% 335
JCG
2048
JHL Capital Group
Illinois
$694M -$86.3M -11% 1
GPCM
2049
Greenbrier Partners Capital Management
Texas
$694M -$88.2M -11% 14
AIC
2050
AWM Investment Company
New York
$694M +$35.9M +5% 131