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
SIA
2026
Soltis Investment Advisors
Utah
$945M +$51.3M +6% 346
CCA
2027
Clearwater Capital Advisors
Illinois
$944M +$6.48M +0.7% 162
CM
2028
Caption Management
Oklahoma
$944M +$36.2M +4% 915
FBFS
2029
First Business Financial Services
Wisconsin
$943M +$10.7M +1% 173
KCM
2030
Kathmere Capital Management
Pennsylvania
$943M +$69.7M +8% 362
HT
2031
Headlands Technologies
Illinois
$943M +$526M +126% 1,712
WCM
2032
Wealthcare Capital Management
Virginia
$942M +$42.1M +5% 88
IB
2033
Intrust Bank
Kansas
$940M +$6.84M +0.7% 398
BST
2034
Bath Savings Trust
Maine
$940M -$1.8M -0.2% 172
GCA
2035
Guardian Capital Advisors
Ontario, Canada
$939M +$11.2M +1% 178
PE
2036
PSG Equity
Massachusetts
$938M +$133M +17% 1
PRA
2037
Pine Ridge Advisers
New York
$938M +$82.9M +10% 34
GA
2038
GuoLine Advisory
Singapore
$937M +$117M +14% 20
TFA
2039
Transamerica Financial Advisors
Florida
$937M -$45.5M -5% 605
AFP
2040
Ausdal Financial Partners
Iowa
$936M +$75.6M +9% 517
APM
2041
a16z Perennial Management
California
$935M -$136M -13% 47
GAM
2042
Gemmer Asset Management
California
$935M +$73.1M +8% 147
FTF
2043
Freedom Together Foundation
New York
$934M +$17.8M +2% 24
MIA
2044
MMBG Investment Advisors
Florida
$933M -$15.2M -2% 163
WP
2045
WealthPLAN Partners
Nebraska
$931M -$34.4M -4% 329
SFG
2046
SNS Financial Group
Minnesota
$931M +$19M +2% 195
NP
2047
Ninepoint Partners
Ontario, Canada
$930M +$141M +18% 111
FG
2048
Fiduciary Group
Georgia
$930M +$12M +1% 276
COI
2049
Connable Office Inc
Michigan
$929M +$46.7M +5% 226
APW
2050
Austin Private Wealth
Texas
$929M +$59.5M +7% 238