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
HWMA
2026
Heritage Wealth Management (Arizona)
Arizona
$700M +$389M +125% 1,116
COI
2027
Connable Office Inc
Michigan
$698M +$82.8M +13% 221
TAM
2028
TFG Asset Management
Cayman Islands
$697M -$132M -16% 155
AIM
2029
Anchor Investment Management
South Carolina
$697M +$52.9M +8% 994
SWM
2030
SeaCrest Wealth Management
New York
$697M +$38.3M +6% 671
SCM
2031
Soleus Capital Management
Connecticut
$697M -$38.9M -5% 97
LOIM
2032
Liberty One Investment Management
Illinois
$696M +$88.2M +15% 152
FCM
2033
Fernbridge Capital Management
California
$696M -$33.7M -5% 26
KC
2034
Kepos Capital
New York
$696M -$125M -15% 577
KOC
2035
Koss-Olinger Consulting
Florida
$695M +$107M +18% 292
BFG
2036
Bouchey Financial Group
New York
$694M +$10.4M +2% 104
PFC
2037
Phocas Financial Corp
California
$694M +$48.7M +8% 335
JCG
2038
JHL Capital Group
Illinois
$694M -$86.3M -11% 1
GPCM
2039
Greenbrier Partners Capital Management
Texas
$694M -$88.2M -11% 14
AIC
2040
AWM Investment Company
New York
$694M +$35.9M +5% 131
JMFC
2041
J.M. Forbes & Co
Massachusetts
$693M +$53.6M +8% 116
RGREA
2042
Ranger Global Real Estate Advisors
Colorado
$691M -$409M -37% 37
FFP
2043
FourThought Financial Partners
Florida
$690M 328
LCM
2044
LVM Capital Management
Michigan
$690M +$36.6M +6% 144
PMFA
2045
Plante Moran Financial Advisors
Michigan
$689M +$105M +18% 1,002
JCM
2046
Jag Capital Management
Missouri
$689M -$26.5M -4% 188
MC
2047
Montag & Caldwell
Georgia
$689M +$15.9M +2% 89
MP
2048
Makaira Partners
California
$689M +$84.4M +14% 11
TCM
2049
Tang Capital Management
California
$688M -$127M -16% 112
ICVCFIA
2050
IDG China Venture Capital Fund IV Associates
Hong Kong
$688M +$157M +30% 4