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
CCFM
2026
Clear Creek Financial Management
Washington
$1.15B +$104M +10% 595
WC
2027
Woodstock Corp
Massachusetts
$1.15B +$66M +6% 161
GC
2028
Gillson Capital
Illinois
$1.15B -$157M -12% 106
TBC
2029
Tweedy, Browne Co
Connecticut
$1.15B +$73M +7% 101
MVIP
2030
Mar Vista Investment Partners
California
$1.15B -$155M -12% 57
MFS
2031
Mirabella Financial Services
United Kingdom
$1.15B +$198M +21% 310
BOPW
2032
Brandywine Oak Private Wealth
Pennsylvania
$1.15B +$71.2M +7% 240
SFG
2033
SNS Financial Group
Minnesota
$1.15B +$98.2M +9% 203
PPC
2034
Park Presidio Capital
California
$1.15B +$206M +22% 15
PAG
2035
Private Advisory Group
Washington
$1.15B +$78.4M +7% 239
DSAM
2036
Dock Street Asset Management
Florida
$1.15B +$80.9M +8% 52
MW
2037
MBL Wealth
North Carolina
$1.14B +$99.1M +9% 262
SP
2038
SIH Partners
Delaware
$1.14B +$89.8M +9% 243
WAG
2039
Winthrop Advisory Group
Massachusetts
$1.14B +$107M +10% 199
CCM
2040
Callodine Capital Management
Massachusetts
$1.14B +$176M +18% 57
KL
2041
KWMG LLC
Kansas
$1.14B +$76.6M +7% 153
TLIC
2042
Taiyo Life Insurance Company
Japan
$1.14B +$76.1M +7% 9
FG
2043
Fiduciary Group
Georgia
$1.14B +$76M +7% 293
CNBT
2044
Canandaigua National Bank & Trust
New York
$1.14B +$58M +5% 332
TAM
2045
Titleist Asset Management
Texas
$1.14B +$133M +13% 339
FFP
2046
FourThought Financial Partners
Florida
$1.14B +$125M +12% 526
CET
2047
Clean Energy Transition
United Kingdom
$1.14B +$114M +11% 21
SFG
2048
Stonebridge Financial Group
Pennsylvania
$1.14B +$106M +10% 255
PTC
2049
Private Trust Company
Ohio
$1.13B +$83.6M +8% 2,697
DPI
2050
Diversified Portfolios Inc
Michigan
$1.13B +$84.9M +8% 170