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
UAS
2026
United Asset Strategies
New York
$802M +$44.1M +6% 247
GA
2027
Geller Advisors
New York
$802M +$124M +18% 257
CAM
2028
Cozad Asset Management
Illinois
$802M +$46.2M +6% 397
JLBC
2029
J.L. Bainbridge & Co
Florida
$802M +$73.8M +10% 80
GSIS
2030
Global Strategic Investment Solutions
Arizona
$801M +$103M +15% 147
LGWM
2031
Litman Gregory Wealth Management
California
$801M +$533M +198% 113
SCA
2032
Summit Creek Advisors
Minnesota
$800M +$31.6M +4% 74
CP
2033
CenterBook Partners
Connecticut
$800M +$92.3M +13% 508
ROTUOC
2034
Regents of the University of California
California
$799M +$261M +48% 31
FM
2035
Freemont Management
Switzerland
$797M +$119M +18% 108
ACM
2036
Atika Capital Management
New York
$796M +$154M +24% 102
CF
2037
Cypress Funds
California
$796M +$87.7M +12% 14
DA
2038
Duality Advisers
Florida
$796M -$87.6M -10% 780
PA
2039
Procyon Advisors
Connecticut
$795M +$194M +32% 467
SGCA
2040
Steel Grove Capital Advisors
Tennessee
$795M +$46.2M +6% 210
MHIC
2041
Marble Harbor Investment Counsel
Massachusetts
$795M +$22.2M +3% 194
VFP
2042
Verus Financial Partners
Virginia
$793M +$59.2M +8% 109
DTL
2043
Dynamic Technology Lab
Singapore
$793M -$291M -27% 1,538
PTC
2044
Private Trust Company
Ohio
$793M +$59.3M +8% 2,419
SWM
2045
SeaCrest Wealth Management
New York
$792M +$53.8M +7% 672
FWP
2046
FAS Wealth Partners
Kansas
$791M -$132M -14% 444
BC
2047
Bricktown Capital
Michigan
$790M -$89.7M -10% 23
PO
2048
Private Ocean
California
$789M +$37.5M +5% 687
EC
2049
Estate Counselors
Wisconsin
$789M +$32.7M +4% 137
NC
2050
Northcape Capital
Australia
$789M -$24.1M -3% 31