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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
LC
1951
Lavaca Capital
Texas
$928M +$149M +19% 5.84% 32% 205 34.63%
ICP
1952
Ironvine Capital Partners
Nebraska
$927M -$47.4M -5% 7.18% 51.8% 56 5.36%
SAM
1953
Southernsun Asset Management
Tennessee
$927M -$73.1M -7% 1.25% 45.7% 35 17.14%
SCA
1954
Stonebridge Capital Advisors
Minnesota
$926M +$20.2M +2% 1.22% 64.2% 1,138 18.63%
QIM
1955
Quantitative Investment Management
Virginia
$925M +$213M +30% 1.64% 35.3% 355 80.85%
MFW
1956
Meristem Family Wealth
Minnesota
$925M -$242M -21% 4.06% 67.7% 399 18.05%
MTC
1957
McDaniel Terry & Co
Texas
$925M -$73.2M -7% 6.55% 52.9% 112 25%
NTCM
1958
Nut Tree Capital Management
New York
$924M +$407M +79% 9.02% 81.7% 13 30.77%
PC
1959
Pelham Capital
United Kingdom
$923M -$841M -48% 22.5% 141% 14 21.43%
BFIM
1960
Beese Fulmer Investment Management
Ohio
$923M -$38.7M -4% 1.53% 81.1% 252 10.71%
EWM
1961
Executive Wealth Management
Michigan
$922M -$83M -8% 5.48% 18.4% 213 18.31%
SFG
1962
StrategIQ Financial Group
Indiana
$921M -$76.8M -8% 5.67% 12.6% 308 8.12%
OP
1963
Oldfield Partners
United Kingdom
$920M +$150M +19% 11.3% 90.3% 23 17.39%
MYIA
1964
Mount Yale Investment Advisors
Colorado
$920M -$42.1M -4% 4.25% 69.4% 508 19.29%
CIAS
1965
Capital Investment Advisory Services
North Carolina
$919M +$74.5M +9% 2.65% 69.3% 891 14.93%
JSW
1966
Journey Strategic Wealth
New Jersey
$917M -$43.5M -5% 0.62% 62.2% 246 39.43%
RAA
1967
RWC Asset Advisors
Florida
$916M +$89.5M +11% 22.4% 277% 14 50%
RPGK
1968
Retirement Planning Group (Kansas)
Kansas
$915M -$119M -12% 4.39% 39.9% 118 16.95%
MWM
1969
Meridian Wealth Management
Kentucky
$915M -$21.5M -2% 0.01% 91% 434 15.9%
EF
1970
Empowered Funds
Pennsylvania
$915M +$28.1M +3% 2.1% 93.5% 316 47.15%
GP
1971
Girard Partners
Pennsylvania
$914M -$6.42M -0.7% 5.53% 25.7% 268 11.94%
CF
1972
Covea Finance
France
$912M -$229M -20% 9.21% 115% 58 13.79%
KA
1973
Kintegral Advisory
New York
$911M -$55M -6% 6.35% 94.4% 268 2.61%
JAFL
1974
Jay A. Fishman Ltd
Michigan
$908M -$28.3M -3% 2.54% 107% 99 9.09%
FBFS
1975
First Business Financial Services
Wisconsin
$904M -$40.6M -4% 5.39% 74% 180 10.56%