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
M
2026
MOTCO
Texas
$1B -$694M -41% 791
JC
2027
Jacobs & Co
California
$1B +$45.9M +5% 127
IB
2028
Intrust Bank
Kansas
$1,000M +$59.4M +6% 387
KGI
2029
Kopernik Global Investors
Florida
$1,000M +$112M +13% 34
GAM
2030
Gemmer Asset Management
California
$999M +$64.9M +7% 152
FBFS
2031
First Business Financial Services
Wisconsin
$999M +$56M +6% 166
TCM
2032
TD Capital Management
Tennessee
$999M +$42.6M +4% 465
WCM
2033
Wealthcare Capital Management
Virginia
$997M +$54.7M +6% 94
SFG
2034
SNS Financial Group
Minnesota
$997M +$66.1M +7% 199
PEP
2035
Providence Equity Partners
Rhode Island
$995M -$89.7M -8% 3
CA
2036
CGN Advisors
Kansas
$994M +$135M +16% 284
KL
2037
KWMG LLC
Kansas
$994M +$66.6M +7% 140
COI
2038
Connable Office Inc
Michigan
$994M +$64.2M +7% 225
NC
2039
Nitorum Capital
New York
$994M +$76.3M +8% 30
JFA
2040
JNBA Financial Advisors
Minnesota
$993M +$45.1M +5% 688
PTC
2041
Private Trust Company
Ohio
$992M +$63.8M +7% 2,375
IAS
2042
Insigneo Advisory Services
Florida
$992M +$103M +12% 664
AC
2043
Avenir Corporation
Virginia
$992M -$37.7M -4% 71
TIA
2044
Traphagen Investment Advisors
New Jersey
$991M +$70M +8% 188
TAM
2045
Telemark Asset Management
Massachusetts
$990M -$117M -11% 72
GEM
2046
Global Endowment Management
North Carolina
$990M +$45.3M +5% 140
TCA
2047
Teewinot Capital Advisers
New York
$990M -$24.3M -2% 29
WIM
2048
WealthPlan Investment Management
Nebraska
$988M +$327M +49% 263
FG
2049
Fiduciary Group
Georgia
$987M +$57.4M +6% 277
ZDA
2050
Zweig-DiMenna Associates
New York
$986M +$105M +12% 94