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
PWMAG
2026
Pinnacle Wealth Management Advisory Group
New Jersey
$804M +$64M +9% 353
JMFC
2027
J.M. Forbes & Co
Massachusetts
$804M +$72.4M +10% 128
AVLSA
2028
Atlas Venture Life Science Advisors
Massachusetts
$804M +$65M +9% 16
AAM
2029
ACK Asset Management
Connecticut
$803M +$148M +23% 26
UAS
2030
United Asset Strategies
New York
$802M +$44.1M +6% 247
GA
2031
Geller Advisors
New York
$802M +$124M +18% 257
CAM
2032
Cozad Asset Management
Illinois
$802M +$46.2M +6% 397
JLBC
2033
J.L. Bainbridge & Co
Florida
$802M +$73.8M +10% 80
GSIS
2034
Global Strategic Investment Solutions
Arizona
$801M +$103M +15% 147
LGWM
2035
Litman Gregory Wealth Management
California
$801M +$533M +198% 113
SCA
2036
Summit Creek Advisors
Minnesota
$800M +$31.6M +4% 74
CP
2037
CenterBook Partners
Connecticut
$800M +$92.3M +13% 508
ROTUOC
2038
Regents of the University of California
California
$799M +$261M +48% 31
FM
2039
Freemont Management
Switzerland
$797M +$119M +18% 108
ACM
2040
Atika Capital Management
New York
$796M +$154M +24% 102
CF
2041
Cypress Funds
California
$796M +$87.7M +12% 14
DA
2042
Duality Advisers
Florida
$796M -$87.6M -10% 780
PA
2043
Procyon Advisors
Connecticut
$795M +$194M +32% 467
SGCA
2044
Steel Grove Capital Advisors
Tennessee
$795M +$46.2M +6% 210
MHIC
2045
Marble Harbor Investment Counsel
Massachusetts
$795M +$22.2M +3% 194
VFP
2046
Verus Financial Partners
Virginia
$793M +$59.2M +8% 109
DTL
2047
Dynamic Technology Lab
Singapore
$793M -$291M -27% 1,538
PTC
2048
Private Trust Company
Ohio
$793M +$59.3M +8% 2,419
SWM
2049
SeaCrest Wealth Management
New York
$792M +$53.8M +7% 672
FWP
2050
FAS Wealth Partners
Kansas
$791M -$132M -14% 444