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
AO
2026
Advisor OS
Illinois
$1.16B +$142M +14% 507
AWA
2027
Amplius Wealth Advisors
Pennsylvania
$1.16B +$81.7M +8% 208
HCM
2028
Hodges Capital Management
Texas
$1.16B +$125M +12% 224
QI
2029
QV Investors
Alberta, Canada
$1.16B +$136M +13% 71
MIC
2030
Means Investment Company
Maine
$1.16B +$99.8M +9% 197
GXJ
2031
Global X Japan
Japan
$1.16B +$169M +17% 363
SW
2032
SlateStone Wealth
Florida
$1.16B +$85.6M +8% 307
CPSAC
2033
Chas P. Smith & Associates (CPS)
Florida
$1.15B -$625M -35% 173
CCFM
2034
Clear Creek Financial Management
Washington
$1.15B +$104M +10% 595
WC
2035
Woodstock Corp
Massachusetts
$1.15B +$66M +6% 161
GC
2036
Gillson Capital
Illinois
$1.15B -$157M -12% 106
TBC
2037
Tweedy, Browne Co
Connecticut
$1.15B +$73M +7% 101
MVIP
2038
Mar Vista Investment Partners
California
$1.15B -$155M -12% 57
MFS
2039
Mirabella Financial Services
United Kingdom
$1.15B +$198M +21% 310
BOPW
2040
Brandywine Oak Private Wealth
Pennsylvania
$1.15B +$71.2M +7% 240
SFG
2041
SNS Financial Group
Minnesota
$1.15B +$98.2M +9% 203
PPC
2042
Park Presidio Capital
California
$1.15B +$206M +22% 15
PAG
2043
Private Advisory Group
Washington
$1.15B +$78.4M +7% 239
DSAM
2044
Dock Street Asset Management
Florida
$1.15B +$80.9M +8% 52
MW
2045
MBL Wealth
North Carolina
$1.14B +$99.1M +9% 262
SP
2046
SIH Partners
Delaware
$1.14B +$89.8M +9% 243
WAG
2047
Winthrop Advisory Group
Massachusetts
$1.14B +$107M +10% 199
CCM
2048
Callodine Capital Management
Massachusetts
$1.14B +$176M +18% 57
KL
2049
KWMG LLC
Kansas
$1.14B +$76.6M +7% 153
TLIC
2050
Taiyo Life Insurance Company
Japan
$1.14B +$76.1M +7% 9