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
PIM
2026
Penobscot Investment Management
Massachusetts
$947M +$93.4M +11% 307
AL
2027
Arnhold LLC
New York
$945M +$50.1M +6% 130
JC
2028
Jacobs & Co
California
$945M +$63M +7% 124
PO
2029
Private Ocean
California
$944M -$63.3M -6% 576
PP
2030
Pegasus Partners
Wisconsin
$944M +$87.3M +10% 159
BST
2031
Bath Savings Trust
Maine
$942M +$50M +6% 172
BFS
2032
Bard Financial Services
Connecticut
$941M +$49.5M +6% 241
JLBC
2033
J.L. Bainbridge & Co
Florida
$940M +$122M +15% 93
SMC
2034
Smith, Moore & Co
Missouri
$938M +$89.8M +11% 443
SVWAG
2035
Sound View Wealth Advisors Group
Georgia
$938M +$31.6M +3% 397
ET
2036
Entropy Technologies
New York
$938M +$399M +74% 913
TCM
2037
TD Capital Management
Tennessee
$938M +$61.8M +7% 556
HCM
2038
Hengehold Capital Management
Ohio
$938M +$93.6M +11% 197
CCA
2039
Clearwater Capital Advisors
Illinois
$938M +$45.2M +5% 163
TIA
2040
Traphagen Investment Advisors
New Jersey
$938M +$85.5M +10% 186
MSFS
2041
Main Street Financial Solutions
Pennsylvania
$936M +$162M +21% 517
DTL
2042
Dynamic Technology Lab
Singapore
$936M -$9.54M -1% 1,527
CCA
2043
Canyon Capital Advisors
Texas
$936M +$51.4M +6% 22
BW
2044
Browning West
California
$936M +$7.18M +0.8% 2
CIAS
2045
Capital Investment Advisory Services
North Carolina
$934M -$137M -13% 1,029
IB
2046
Intrust Bank
Kansas
$933M +$71.5M +8% 393
W
2047
Wealthquest
Ohio
$933M +$30.8M +3% 141
COCM
2048
Charter Oak Capital Management
New Hampshire
$933M +$91.3M +11% 190
FBFS
2049
First Business Financial Services
Wisconsin
$933M +$72.4M +8% 171
PWMAG
2050
Pinnacle Wealth Management Advisory Group
New Jersey
$932M +$77.9M +9% 366