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
CISOA
2026
Capital Investment Services of America
Wisconsin
$987M -$62.5M -6% 79
TAM
2027
Taurus Asset Management
New York
$986M -$41.7M -4% 89
WCM
2028
Wealthcare Capital Management
Virginia
$986M -$6.76M -0.7% 96
FC
2029
FORA Capital
Florida
$986M +$112M +13% 670
6CM
2030
683 Capital Management
New York
$986M -$30.6M -3% 242
KFGK
2031
Keystone Financial Group (Kentucky)
Kentucky
$984M -$33.1M -3% 415
JLBC
2032
J.L. Bainbridge & Co
Florida
$984M -$76.7M -7% 104
KL
2033
KWMG LLC
Kansas
$983M +$11.7M +1% 147
TCMX
2034
Technology Crossover Management XI
California
$982M +$116M +13% 3
RWM
2035
Rockwood Wealth Management
Pennsylvania
$981M +$55.1M +6% 104
SFG
2036
SNS Financial Group
Minnesota
$981M +$6.36M +0.7% 197
TFA
2037
Transamerica Financial Advisors
Florida
$980M -$30.6M -3% 595
BI
2038
Bramshill Investments
Florida
$980M +$343M +54% 156
HVCM
2039
HG Vora Capital Management
New York
$978M -$348M -26% 15
TCA
2040
Teewinot Capital Advisers
New York
$978M -$1.99M -0.2% 43
RP
2041
Regal Partners
Australia
$976M -$11.3M -1% 69
RMC
2042
Ribbit Management Company
California
$975M +$91.3M +10% 11
ARAM
2043
Ardmore Road Asset Management
New York
$975M +$289M +42% 51
PAM
2044
Palisade Asset Management
Minnesota
$974M -$12M -1% 196
PTC
2045
Private Trust Company
Ohio
$972M -$2.19M -0.2% 2,586
LA
2046
Legacy Advisors
Pennsylvania
$971M -$59M -6% 474
GCM
2047
Gladstone Capital Management
United Kingdom
$971M -$229M -19% 35
SCM
2048
Sone Capital Management
New York
$971M +$181M +23% 147
NIP
2049
Nicholas Investment Partners
California
$971M -$166M -15% 257
RCM
2050
Radcliffe Capital Management
Pennsylvania
$971M +$95M +11% 54