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
FA
2026
Fiduciary Alliance
South Carolina
$989M +$236M +31% 365
RP
2027
Regal Partners
Australia
$988M -$144M -13% 68
IB
2028
Intrust Bank
Kansas
$987M -$13.2M -1% 404
PAM
2029
Palisade Asset Management
Minnesota
$986M -$35.7M -3% 199
BST
2030
Bath Savings Trust
Maine
$984M -$22.1M -2% 174
TCM
2031
TD Capital Management
Tennessee
$984M -$14.5M -1% 605
TIA
2032
Traphagen Investment Advisors
New Jersey
$983M -$8.13M -0.8% 190
JC
2033
Jacobs & Co
California
$983M -$17.1M -2% 127
HMCP
2034
Hook Mill Capital Partners
New York
$982M +$185M +23% 54
WA
2035
Waddell & Associates
Tennessee
$981M +$159M +19% 165
WCWM
2036
Willow Creek Wealth Management
California
$981M +$29.6M +3% 159
SAM
2037
Smartleaf Asset Management
Massachusetts
$981M +$157M +19% 3,054
TCA
2038
Teewinot Capital Advisers
New York
$980M -$9.44M -1% 28
PEP
2039
Providence Equity Partners
Rhode Island
$980M -$14.8M -1% 3
JFA
2040
JNBA Financial Advisors
Minnesota
$979M -$13.7M -1% 676
TCBWMS
2041
Texas Capital Bank Wealth Management Services
Texas
$978M -$38.6M -4% 214
AC
2042
Avenir Corporation
Virginia
$977M -$14.9M -2% 69
TA
2043
Townsend & Associates
Colorado
$976M +$2.03M +0.2% 107
CET
2044
Clean Energy Transition
United Kingdom
$976M +$73.9M +8% 18
AMI
2045
Amica Mutual Insurance
Rhode Island
$976M -$56.5M -5% 138
AWA
2046
Amplius Wealth Advisors
Pennsylvania
$975M +$59.2M +6% 187
FHC
2047
First Heartland Consultants
Missouri
$975M +$45M +5% 517
SBCM
2048
Schwerin Boyle Capital Management
Massachusetts
$975M +$20.3M +2% 53
M
2049
MOTCO
Texas
$975M -$25.6M -3% 611
BG
2050
BDF Gestion
France
$975M +$43.8M +5% 156