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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
TFS
1926
TrustCore Financial Services
Tennessee
$863M +$79.7M +10% 6.94% 28.3% 1,033 20.33%
OC
1927
ORIX Corp
Japan
$863M -$129M -13% 13% 11.7% 1 0%
SWA
1928
SFMG Wealth Advisors
Texas
$862M +$73.9M +9% 4.97% 63.3% 257 17.51%
MFIMFI
1929
Mesirow Financial Investment Management - Fixed Income
Illinois
$862M +$115M +15% 18.2% 26.9% 152 26.97%
AIP
1930
ARS Investment Partners
New York
$861M +$48.5M +6% 7.21% 260% 153 30.72%
KFM
1931
KG Funds Management
New York
$860M +$26.3M +3% 2.79% 45.8% 15 33.33%
ICP
1932
Ironvine Capital Partners
Nebraska
$859M +$58.5M +7% 4.96% 51.8% 64 9.38%
SFG
1933
Sather Financial Group
Texas
$859M +$84.9M +11% 6.29% 61.5% 49 10.2%
MD
1934
Money Design
Japan
$858M -$16M -2% 1.15% 26.4% 66 27.27%
HAM
1935
Hillcrest Asset Management
Texas
$857M +$121M +17% 17.9% 97.2% 65 16.92%
AAIM
1936
Asset Advisors Investment Management
Georgia
$856M +$84.2M +11% 5.77% 58.7% 93 6.45%
BRWM
1937
B. Riley Wealth Management
Tennessee
$856M +$80.9M +10% 4.28% 49.6% 504 37.9%
BBCM
1938
Broad Bay Capital Management
New York
$856M -$34.5M -4% 3.52% 242% 26 57.69%
MAM
1939
Mastrapasqua Asset Management
Tennessee
$855M +$95.2M +13% 4.79% 54.9% 156 17.31%
PWP
1940
Principle Wealth Partners
Connecticut
$855M +$96.2M +13% 7.65% 65.9% 292 8.9%
GACM
1941
Global Alpha Capital Management
Quebec, Canada
$855M +$39.3M +5% 16.3% 61.1% 35 2.86%
PNAA
1942
Pictet North America Advisors
Switzerland
$855M +$66M +8% 2.47% 65.9% 130 11.54%
FFN
1943
Focus Financial Network
Minnesota
$855M -$274M -24% 3.97% 95.5% 571 56.04%
CC
1944
Cipher Capital
New York
$854M +$24.8M +3% 9.01% 718 69.64%
GRP
1945
Global Retirement Partners
California
$854M +$56.1M +7% 4.96% 1,961 17.39%
CGA
1946
Crescent Grove Advisors
Illinois
$853M +$88.2M +12% 3.74% 51.2% 217 18.89%
EWM
1947
Executive Wealth Management
Michigan
$852M +$38.4M +5% 3.25% 18.4% 200 18.5%
EWM
1948
Endurance Wealth Management
Rhode Island
$850M +$58.1M +7% 6.59% 59% 694 13.83%
AAM
1949
Autus Asset Management
Arizona
$849M +$73.6M +9% 2.13% 26.3% 169 11.83%
JIP
1950
Jaffetilchin Investment Partners
Florida
$849M +$144M +20% 4.34% 78.5% 383 33.68%