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
CFFNO
2026
Common Fund For Nonprofit Organizations
Connecticut
$1.16B +$195M +20% 28
WP
2027
Waycross Partners
Kentucky
$1.16B +$101M +10% 98
TIA
2028
Traphagen Investment Advisors
New Jersey
$1.16B +$106M +10% 201
ACM
2029
AlphaStar Capital Management
North Carolina
$1.16B -$263M -18% 377
CC
2030
Clearline Capital
New York
$1.16B +$21.7M +2% 138
AO
2031
Advisor OS
Illinois
$1.16B +$142M +14% 507
AWA
2032
Amplius Wealth Advisors
Pennsylvania
$1.16B +$81.7M +8% 208
HCM
2033
Hodges Capital Management
Texas
$1.16B +$125M +12% 224
QI
2034
QV Investors
Alberta, Canada
$1.16B +$136M +13% 71
MIC
2035
Means Investment Company
Maine
$1.16B +$99.8M +9% 197
GXJ
2036
Global X Japan
Japan
$1.16B +$169M +17% 363
SW
2037
SlateStone Wealth
Florida
$1.16B +$85.6M +8% 307
CPSAC
2038
Chas P. Smith & Associates (CPS)
Florida
$1.15B -$625M -35% 173
CCFM
2039
Clear Creek Financial Management
Washington
$1.15B +$104M +10% 595
WC
2040
Woodstock Corp
Massachusetts
$1.15B +$66M +6% 161
GC
2041
Gillson Capital
Illinois
$1.15B -$157M -12% 106
TBC
2042
Tweedy, Browne Co
Connecticut
$1.15B +$73M +7% 101
MVIP
2043
Mar Vista Investment Partners
California
$1.15B -$155M -12% 57
MFS
2044
Mirabella Financial Services
United Kingdom
$1.15B +$198M +21% 310
BOPW
2045
Brandywine Oak Private Wealth
Pennsylvania
$1.15B +$71.2M +7% 240
SFG
2046
SNS Financial Group
Minnesota
$1.15B +$98.2M +9% 203
PPC
2047
Park Presidio Capital
California
$1.15B +$206M +22% 15
PAG
2048
Private Advisory Group
Washington
$1.15B +$78.4M +7% 239
DSAM
2049
Dock Street Asset Management
Florida
$1.15B +$80.9M +8% 52
MW
2050
MBL Wealth
North Carolina
$1.14B +$99.1M +9% 262