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
TCBWMS
2026
Texas Capital Bank Wealth Management Services
Texas
$1.07B +$81.2M +8% 229
IHAM
2027
Integral Health Asset Management
New York
$1.07B +$168M +19% 98
ACA
2028
Abdiel Capital Advisors
New York
$1.07B +$99.8M +10% 8
SW
2029
SlateStone Wealth
Florida
$1.07B +$73.3M +7% 302
GGI
2030
Godsey & Gibb Inc
Virginia
$1.07B +$51.3M +5% 407
PAG
2031
Private Advisory Group
Washington
$1.07B +$193M +22% 248
SGDR
2032
SPX Gestao de Recursos
Brazil
$1.07B +$295M +38% 163
NWM
2033
Nicola Wealth Management
British Columbia, Canada
$1.07B +$41.4M +4% 120
TFA
2034
Transamerica Financial Advisors
Florida
$1.07B +$85.1M +9% 594
TLIC
2035
Taiyo Life Insurance Company
Japan
$1.07B -$50.8M -5% 11
KL
2036
KWMG LLC
Kansas
$1.06B +$82.1M +8% 150
DSAM
2037
Dock Street Asset Management
Florida
$1.06B +$217M +26% 59
AS
2038
American Securities
New York
$1.06B +$264M +33% 1
C
2039
Certuity
Florida
$1.06B +$110M +12% 459
CUAMC
2040
China Universal Asset Management Company
China
$1.06B -$12.1M -1% 501
FG
2041
Fiduciary Group
Georgia
$1.06B +$64.5M +6% 287
AT
2042
American Trust
Kentucky
$1.06B +$656M +162% 310
WP
2043
Waycross Partners
Kentucky
$1.06B +$169M +19% 93
TPI
2044
Trust Point Inc
Wisconsin
$1.06B -$35.7M -3% 473
TCM
2045
TD Capital Management
Tennessee
$1.06B +$72.2M +7% 786
HHAA
2046
Henry H. Armstrong Associates
Pennsylvania
$1.06B +$27.9M +3% 60
LNB
2047
Ledyard National Bank
$1.06B +$48.2M +5% 222
TF
2048
Talbot Financial
Washington
$1.06B +$258M +32% 64
PA
2049
Procyon Advisors
Connecticut
$1.06B -$588M -36% 612
TIA
2050
Traphagen Investment Advisors
New Jersey
$1.06B +$97.7M +10% 196