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
JC
2026
Jacobs & Co
California
$945M +$63M +7% 124
PO
2027
Private Ocean
California
$944M -$63.3M -6% 576
PP
2028
Pegasus Partners
Wisconsin
$944M +$87.3M +10% 159
BST
2029
Bath Savings Trust
Maine
$942M +$50M +6% 172
BFS
2030
Bard Financial Services
Connecticut
$941M +$49.5M +6% 241
JLBC
2031
J.L. Bainbridge & Co
Florida
$940M +$122M +15% 93
SMC
2032
Smith, Moore & Co
Missouri
$938M +$89.8M +11% 443
SVWAG
2033
Sound View Wealth Advisors Group
Georgia
$938M +$31.6M +3% 397
ET
2034
Entropy Technologies
New York
$938M +$399M +74% 913
TCM
2035
TD Capital Management
Tennessee
$938M +$61.8M +7% 556
HCM
2036
Hengehold Capital Management
Ohio
$938M +$93.6M +11% 197
CCA
2037
Clearwater Capital Advisors
Illinois
$938M +$45.2M +5% 163
TIA
2038
Traphagen Investment Advisors
New Jersey
$938M +$85.5M +10% 186
MSFS
2039
Main Street Financial Solutions
Pennsylvania
$936M +$162M +21% 517
DTL
2040
Dynamic Technology Lab
Singapore
$936M -$9.54M -1% 1,527
CCA
2041
Canyon Capital Advisors
Texas
$936M +$51.4M +6% 22
BW
2042
Browning West
California
$936M +$7.18M +0.8% 2
CIAS
2043
Capital Investment Advisory Services
North Carolina
$934M -$137M -13% 1,029
IB
2044
Intrust Bank
Kansas
$933M +$71.5M +8% 393
W
2045
Wealthquest
Ohio
$933M +$30.8M +3% 141
COCM
2046
Charter Oak Capital Management
New Hampshire
$933M +$91.3M +11% 190
FBFS
2047
First Business Financial Services
Wisconsin
$933M +$72.4M +8% 171
PWMAG
2048
Pinnacle Wealth Management Advisory Group
New Jersey
$932M +$77.9M +9% 366
CF
2049
Cypress Funds
California
$932M +$71.2M +8% 16
PMFA
2050
Plante Moran Financial Advisors
Michigan
$931M -$26M -3% 969