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
SFS
2026
Summit Financial Strategies
Ohio
$1.22B +$50.3M +4% 175
CA
2027
Callahan Advisors
Texas
$1.22B +$39.3M +3% 184
JAFL
2028
Jay A. Fishman Ltd
Michigan
$1.22B +$49.3M +4% 84
TIA
2029
Traphagen Investment Advisors
New Jersey
$1.22B +$53.3M +5% 205
TF
2030
Talbot Financial
Washington
$1.21B +$33.2M +3% 70
CPA
2031
Cardiff Park Advisors
California
$1.21B -$87.5M -7% 392
AC
2032
AltraVue Capital
Washington
$1.21B +$7.82M +0.6% 27
NPIC
2033
Neumeier Poma Investment Counsel
California
$1.21B -$11.9M -1% 45
QCM
2034
Qsemble Capital Management
New York
$1.21B +$188M +18% 648
DIP
2035
DT Investment Partners
Pennsylvania
$1.21B +$25.8M +2% 562
IB
2036
Intrust Bank
Kansas
$1.21B +$5.21M +0.4% 418
AE
2037
American Express
New York
$1.21B -$68.2M -5% 2
PCM
2038
Polaris Capital Management
Massachusetts
$1.21B -$316M -21% 93
6CM
2039
683 Capital Management
New York
$1.2B +$102M +9% 246
BBA
2040
Baader Bank Aktiengesellschaft
Germany
$1.2B -$2.29M -0.2% 596
DPI
2041
Diversified Portfolios Inc
Michigan
$1.2B +$67.9M +6% 185
CCA
2042
Clearwater Capital Advisors
Illinois
$1.2B +$25.9M +2% 173
CET
2043
Clean Energy Transition
United Kingdom
$1.2B +$62.5M +6% 16
HT
2044
Headlands Technologies
Illinois
$1.2B -$53.9M -4% 900
HFS
2045
Heritage Financial Services
Massachusetts
$1.2B +$85.4M +8% 140
TFA
2046
Transamerica Financial Advisors
Florida
$1.2B -$7.43M -0.6% 1,938
SW
2047
SlateStone Wealth
Florida
$1.2B +$39.8M +3% 309
EC
2048
Estate Counselors
Wisconsin
$1.19B +$29.8M +3% 108
MC
2049
Meteora Capital
Florida
$1.19B +$250M +27% 494
AWA
2050
Amplius Wealth Advisors
Pennsylvania
$1.19B +$35.1M +3% 183