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
DLIC
2026
Daido Life Insurance Company
Japan
$947M +$61.1M +7% 6
BWC
2027
Blue Whale Capital
United Kingdom
$947M +$168M +21% 18
PIM
2028
Penobscot Investment Management
Massachusetts
$947M +$93.4M +11% 307
AL
2029
Arnhold LLC
New York
$945M +$50.1M +6% 130
JC
2030
Jacobs & Co
California
$945M +$63M +7% 124
PO
2031
Private Ocean
California
$944M -$63.3M -6% 576
PP
2032
Pegasus Partners
Wisconsin
$944M +$87.3M +10% 159
BST
2033
Bath Savings Trust
Maine
$942M +$50M +6% 172
BFS
2034
Bard Financial Services
Connecticut
$941M +$49.5M +6% 241
JLBC
2035
J.L. Bainbridge & Co
Florida
$940M +$122M +15% 93
SMC
2036
Smith, Moore & Co
Missouri
$938M +$89.8M +11% 443
SVWAG
2037
Sound View Wealth Advisors Group
Georgia
$938M +$31.6M +3% 397
ET
2038
Entropy Technologies
New York
$938M +$399M +74% 913
TCM
2039
TD Capital Management
Tennessee
$938M +$61.8M +7% 556
HCM
2040
Hengehold Capital Management
Ohio
$938M +$93.6M +11% 197
CCA
2041
Clearwater Capital Advisors
Illinois
$938M +$45.2M +5% 163
TIA
2042
Traphagen Investment Advisors
New Jersey
$938M +$85.5M +10% 186
MSFS
2043
Main Street Financial Solutions
Pennsylvania
$936M +$162M +21% 517
DTL
2044
Dynamic Technology Lab
Singapore
$936M -$9.54M -1% 1,527
CCA
2045
Canyon Capital Advisors
Texas
$936M +$51.4M +6% 22
BW
2046
Browning West
California
$936M +$7.18M +0.8% 2
CIAS
2047
Capital Investment Advisory Services
North Carolina
$934M -$137M -13% 1,029
IB
2048
Intrust Bank
Kansas
$933M +$71.5M +8% 393
W
2049
Wealthquest
Ohio
$933M +$30.8M +3% 141
COCM
2050
Charter Oak Capital Management
New Hampshire
$933M +$91.3M +11% 190