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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
VC
1951
Vestor Capital
Illinois
$953M +$77.3M +9% 9.28% 186% 224 10.71%
SFG
1952
Sather Financial Group
Texas
$952M +$93.3M +11% 10% 70% 52 9.62%
TFS
1953
TrustCore Financial Services
Tennessee
$951M +$88.2M +10% 6.96% 28.3% 1,140 22.98%
BTP
1954
Bloom Tree Partners
New York
$951M -$271M -22% 6.95% 20.4% 266 76.69%
CGA
1955
Crescent Grove Advisors
Illinois
$951M +$97.6M +11% 5.37% 61.1% 271 25.83%
DACS
1956
Dymon Asia Capital (Singapore)
Singapore
$951M -$503M -35% 6.08% 268% 157 72.61%
FIB
1957
First Interstate Bank
Montana
$951M 4.76% 48.2% 110
CWM
1958
Cornerstone Wealth Management
Missouri
$950M +$105M +12% 6.26% 69.8% 501 14.57%
AHC
1959
Adell Harriman & Carpenter
Texas
$950M +$126M +15% 10.9% 176% 177 11.3%
KTA
1960
Keeley-Teton Advisors
Illinois
$949M -$4.77M -0.5% 4.04% 28.6% 333 28.83%
AMI
1961
Amica Mutual Insurance
Rhode Island
$948M +$71.1M +8% 10.2% 80.4% 158 36.71%
PTC
1962
Petrus Trust Company
Texas
$947M -$96.2M -9% 9.22% 36.9% 93 48.39%
HCM
1963
Hilton Capital Management
New York
$946M +$22.3M +2% 6.6% 58.2% 157 34.39%
SCM
1964
Soros Capital Management
New York
$946M +$326M +53% 11.9% 732% 85 50.59%
MAM
1965
Mastrapasqua Asset Management
Tennessee
$946M +$90.3M +11% 10.8% 54.9% 147 8.16%
TNB
1966
Thomasville National Bank
Georgia
$944M +$407M +76% 7.12% 234 28.63%
IFG
1967
Independent Financial Group
California
$943M +$170M +22% 10.3% 138% 748 21.52%
KRSITF
1968
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$943M +$9.18M +1% 9.01% 115% 495 2.22%
CLC
1969
Charles-Lim Capital
Hong Kong
$942M +$67.2M +8% 17.6% 4.44% 9 55.56%
VSI
1970
Verde Servicos Internacionais
Brazil
$940M +$319M +51% 7.75% 120% 55 58.18%
HFM
1971
Harvest Fund Management
China
$939M -$92.4M -9% 1.56% 327% 863 18.66%
SI
1972
Salesforce Inc
California
$934M -$707M -43% 4.75% 33.9% 4 50%
OCM
1973
Opti Capital Management
New York
$933M +$114M +14% 0% 0.01% 38 10.53%
FHA
1974
Flagship Harbor Advisors
Massachusetts
$932M +$51.4M +6% 7.39% 68.3% 700 19.57%
IWP
1975
Icon Wealth Partners
Texas
$932M +$134M +17% 7.33% 355 8.45%