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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
RMC
2026
Resources Management Corp
Connecticut
$448M -$129M -22% 19% 65.2% 525 12.57%
JMFC
2027
J.M. Forbes & Co
Massachusetts
$448M -$163M -27% 13% 95.1% 112 23.21%
IA
2028
IFG Advisory
Georgia
$448M -$99.8M -18% 17.4% 56.9% 426 20.66%
FL
2029
Fort LP
Maryland
$446M -$120M -21% 17.1% 56.8% 475 29.89%
TCM
2030
Tygh Capital Management
Oregon
$446M -$159M -26% 18.8% 251% 90 35.56%
PDN
2031
Pensionfund DSM Netherlands
Netherlands
$445M -$167M -27% 21.3% 36.6% 204 4.9%
TFS
2032
TrustCore Financial Services
Tennessee
$444M -$84.7M -16% 20.1% 28.3% 1,010 18.32%
MYIA
2033
Mount Yale Investment Advisors
Colorado
$444M -$132M -23% 19.8% 69.4% 343 22.16%
DF
2034
Donoghue Forlines
Massachusetts
$444M -$201M -31% 3.7% 121% 157 66.24%
VCM
2035
Vivaldi Capital Management
Illinois
$443M +$29.7M +7% 12.7% 69.2% 255 34.9%
OH
2036
Overlook Holdings
British Virgin Islands
$443M +$12.3M +3% 0.13% 3 33.33%
TAMH
2037
Taikang Asset Management (HK)
Hong Kong
$443M +$43.6M +11% 7.52% 120% 84 16.67%
KM
2038
Kora Management
New York
$442M -$26M -6% 0.64% 197% 9 33.33%
AHB
2039
Abner Herrman & Brock
New Jersey
$442M -$230M -34% 17.1% 139% 134 21.64%
FFA
2040
Fragasso Financial Advisors
Pennsylvania
$440M -$154M -26% 15.3% 65.5% 146 29.45%
K
2041
Kemper
Illinois
$440M -$176M -29% 21.2% 28.6% 54 14.81%
SCM
2042
SKBA Capital Management
California
$440M -$193M -31% 27.9% 52.3% 80 23.75%
MAA
2043
Matrix Asset Advisors
New York
$439M -$173M -28% 20.5% 76.9% 79 15.19%
AH
2044
Aviva Holdings
Bahamas
$439M -$174M -28% 29.9% 36.5% 5 0%
NSEDCP
2045
NJ State Employees Deferred Compensation Plan
New Jersey
$437M -$152M -26% 17% 127% 541 11.28%
IAM
2046
Ion Asset Management
Israel
$437M -$100M -19% 17.1% 125% 29 51.72%
KFM
2047
KG Funds Management
New York
$436M -$270M -38% 21.8% 45.8% 11 36.36%
WWM
2048
Western Wealth Management
Colorado
$436M -$224M -34% 15.2% 70.1% 433 21.94%
ES
2049
Equitec Specialists
Illinois
$436M +$73.5M +20% 5.92% 65.4% 183 56.28%
HIP
2050
Hengistbury Investment Partners
United Kingdom
$436M -$490M -53% 11.9% 91% 6 66.67%