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
LNWTC
2026
Laird Norton Wetherby Trust Company
Washington
$777M -$72.3M -9% 123
SIA
2027
Soltis Investment Advisors
Utah
$777M -$83.2M -10% 290
FWM
2028
FFT Wealth Management
Pennsylvania
$777M -$27.9M -3% 137
TCM
2029
Tran Capital Management
California
$777M -$70.6M -8% 43
WM
2030
WS Management
Florida
$777M +$47.2M +6% 59
PIMC
2031
Praesidium Investment Management Company
New York
$776M -$324M -29% 17
GSIS
2032
Global Strategic Investment Solutions
Arizona
$776M -$25.2M -3% 151
RCG
2033
Rock Creek Group
District of Columbia
$776M +$85.9M +12% 206
SC
2034
Sasco Capital
Connecticut
$775M -$68.1M -8% 61
AWA
2035
Aaron Wealth Advisors
Illinois
$775M +$6.19M +0.8% 278
FAAM
2036
First Ascent Asset Management
Colorado
$775M +$23.8M +3% 72
CM
2037
Caption Management
Oklahoma
$774M +$207M +36% 910
OQS
2038
Occudo Quantitative Strategies
Florida
$774M -$190M -20% 1,404
UAS
2039
United Asset Strategies
New York
$774M -$28.6M -4% 247
PP
2040
PDS Planning
Ohio
$773M -$9.14M -1% 361
FFS
2041
Founders Financial Securities
Maryland
$772M +$14.6M +2% 353
PWMAG
2042
Pinnacle Wealth Management Advisory Group
New Jersey
$772M -$32.5M -4% 343
VIM
2043
Vancity Investment Management
British Columbia, Canada
$771M -$6.28M -0.8% 75
EECFX
2044
EnCap Energy Capital Fund XI
Texas
$770M -$72.6M -9% 2
BPIH
2045
Broad Peak Investment Holdings
Singapore
$770M +$32.2M +4% 23
CAM
2046
Cozad Asset Management
Illinois
$770M -$31.9M -4% 397
SWM
2047
SeaCrest Wealth Management
New York
$770M -$22.3M -3% 665
JMFC
2048
J.M. Forbes & Co
Massachusetts
$769M -$34.3M -4% 130
VFP
2049
Verus Financial Partners
Virginia
$768M -$25.6M -3% 105
MP
2050
Makaira Partners
California
$767M +$28M +4% 10