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
MGWM
2026
Marks Group Wealth Management
Minnesota
$877M +$69.7M +9% 297
MS
2027
Maven Securities
Jersey
$877M -$32.4M -4% 630
WCM
2028
Wealthcare Capital Management
Virginia
$877M +$60.5M +7% 90
TCM
2029
TD Capital Management
Tennessee
$876M +$59.9M +7% 442
TCG
2030
Tremblant Capital Group
Florida
$875M +$41.9M +5% 41
JAFL
2031
Jay A. Fishman Ltd
Michigan
$874M +$84.1M +11% 98
AIM
2032
Anchor Investment Management
South Carolina
$873M +$108M +14% 1,003
MAS
2033
Meeder Advisory Services
Ohio
$873M +$77.7M +10% 437
VV
2034
Verity & Verity
South Carolina
$873M +$74.2M +9% 111
SAF
2035
Smith Anglin Financial
Texas
$871M +$48.9M +6% 196
ACGDR
2036
Atmos Capital Gestao de Recursos
Brazil
$871M +$75.1M +9% 15
MIM
2037
Morningstar Investment Management
Illinois
$870M +$141M +19% 212
HH
2038
HSG Holding
Hong Kong
$869M -$63.1M -7% 20
ORI
2039
Oak Ridge Investments
Illinois
$869M +$85.5M +11% 156
ZDA
2040
Zweig-DiMenna Associates
New York
$868M +$36.7M +4% 122
SGCIA
2041
Smith Graham & Co Investment Advisors
Texas
$868M +$63.7M +8% 147
SAM
2042
Southernsun Asset Management
Tennessee
$867M +$14M +2% 29
AC
2043
AltraVue Capital
Washington
$867M +$27.7M +3% 33
CAM
2044
Cozad Asset Management
Illinois
$867M +$97.4M +13% 394
MC
2045
Maplelane Capital
New York
$867M -$72.9M -8% 53
HIA
2046
Harbor Investment Advisory
Maryland
$867M +$103M +13% 1,226
TCM
2047
Traynor Capital Management
Pennsylvania
$865M +$117M +16% 243
SEC
2048
Seven Eight Capital
New York
$865M +$9.54M +1% 892
TC
2049
Towle & Co
Colorado
$864M +$131M +18% 72
WC
2050
Woodstock Corp
Massachusetts
$864M +$66.1M +8% 173