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
ICP
2026
Ironvine Capital Partners
Nebraska
$779M -$44.2M -5% 45
CA
2027
CapWealth Advisors
Tennessee
$779M -$40.6M -5% 108
ROTUOC
2028
Regents of the University of California
California
$779M -$19.8M -2% 30
HP
2029
Harvey Partners
New York
$779M -$29.6M -4% 45
MC
2030
Montag & Caldwell
Georgia
$779M -$40.9M -5% 91
TSAM
2031
Trinity Street Asset Management
United Kingdom
$778M -$124M -14% 24
LNWTC
2032
Laird Norton Wetherby Trust Company
Washington
$777M -$72.3M -9% 123
SIA
2033
Soltis Investment Advisors
Utah
$777M -$83.2M -10% 290
FWM
2034
FFT Wealth Management
Pennsylvania
$777M -$27.9M -3% 137
TCM
2035
Tran Capital Management
California
$777M -$70.6M -8% 43
WM
2036
WS Management
Florida
$777M +$47.2M +6% 59
PIMC
2037
Praesidium Investment Management Company
New York
$776M -$324M -29% 17
GSIS
2038
Global Strategic Investment Solutions
Arizona
$776M -$25.2M -3% 151
RCG
2039
Rock Creek Group
District of Columbia
$776M +$85.9M +12% 206
SC
2040
Sasco Capital
Connecticut
$775M -$68.1M -8% 61
AWA
2041
Aaron Wealth Advisors
Illinois
$775M +$6.19M +0.8% 278
FAAM
2042
First Ascent Asset Management
Colorado
$775M +$23.8M +3% 72
CM
2043
Caption Management
Oklahoma
$774M +$207M +36% 910
OQS
2044
Occudo Quantitative Strategies
Florida
$774M -$190M -20% 1,404
UAS
2045
United Asset Strategies
New York
$774M -$28.6M -4% 247
PP
2046
PDS Planning
Ohio
$773M -$9.14M -1% 361
FFS
2047
Founders Financial Securities
Maryland
$772M +$14.6M +2% 353
PWMAG
2048
Pinnacle Wealth Management Advisory Group
New Jersey
$772M -$32.5M -4% 343
VIM
2049
Vancity Investment Management
British Columbia, Canada
$771M -$6.28M -0.8% 75
EECFX
2050
EnCap Energy Capital Fund XI
Texas
$770M -$72.6M -9% 2