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
DWP
2026
Daymark Wealth Partners
Ohio
$754M +$188M +33% 304
PO
2027
Private Ocean
California
$752M -$53.7M -7% 703
NA
2028
Nottingham Advisors
New York
$751M +$13.6M +2% 154
BIC
2029
Beach Investment Counsel
Pennsylvania
$751M -$50.3M -6% 162
CAC
2030
Core Alternative Capital
Georgia
$749M -$37M -5% 512
ACP
2031
Aveo Capital Partners
Colorado
$749M +$84.3M +13% 375
SGCA
2032
Steel Grove Capital Advisors
Tennessee
$749M +$44.8M +6% 201
HI
2033
Helikon Investments
United Kingdom
$748M +$216M +41% 13
TAM
2034
TFG Asset Management
Cayman Islands
$747M +$50M +7% 76
AAA
2035
Adams Asset Advisors
Texas
$747M +$1.17M +0.2% 87
OC
2036
Oakmont Corp
California
$747M +$123M +20% 35
HFCIV
2037
H&F Corporate Investors VIII
California
$747M +$88.1M +13% 2
MC
2038
Montag & Caldwell
Georgia
$744M +$55.2M +8% 89
MFM
2039
MHR Fund Management
New York
$743M +$157M +27% 18
SW
2040
SoFi Wealth
California
$742M +$77.8M +12% 11
KL
2041
KWMG LLC
Kansas
$741M +$36.8M +5% 140
LRPA
2042
L. Roy Papp & Associates
Arizona
$740M +$27.7M +4% 170
PWMAG
2043
Pinnacle Wealth Management Advisory Group
New Jersey
$740M +$74.8M +11% 345
DCM
2044
Discovery Capital Management
Connecticut
$740M +$66.1M +10% 77
CB
2045
Community Bank
New York
$740M +$21.8M +3% 490
ZDA
2046
Zweig-DiMenna Associates
New York
$739M +$57.5M +8% 132
AIC
2047
AWM Investment Company
New York
$739M +$45.4M +7% 134
ORI
2048
Oak Ridge Investments
Illinois
$739M +$67.4M +10% 156
AVLSA
2049
Atlas Venture Life Science Advisors
Massachusetts
$739M -$91.7M -11% 17
SWM
2050
SeaCrest Wealth Management
New York
$738M +$41.1M +6% 677