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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
CCG
2101
Cypress Capital Group
Florida
$561M +$42.3M +8% 7.04% 83.9% 247 8.5%
IRF
2102
IBM Retirement Fund
New York
$560M +$28.6M +5% 9.71% 54.4% 430 5.12%
TI
2103
TRG Investments
Virginia
$560M +$114M +26% 25.6% 70.5% 2 0%
KA
2104
Kovack Advisors
Florida
$559M +$72M +15% 7.18% 118% 589 31.75%
CG
2105
Caprock Group
Idaho
$559M +$46.8M +9% 9.34% 397 17.38%
VWA
2106
Visionary Wealth Advisors
Illinois
$559M 6.89% 57.5% 207
ANRF
2107
Adams Natural Resources Fund
Maryland
$558M +$5.45M +1% 5.33% 43% 62 8.06%
KGACF
2108
Kopernik Global All-Cap Fund
Florida
$558M 14.8% 26
KGI
2109
Kopernik Global Investors
Florida
$558M +$31.7M +6% 14.8% 152% 28 7.14%
RWM
2110
RKL Wealth Management
Pennsylvania
$558M +$31.7M +6% 6.86% 54.1% 126 7.94%
CPM
2111
Crescent Park Management
California
$557M +$71.9M +15% 11.3% 89.3% 26 23.08%
TI
2112
Trigran Investments
Illinois
$556M +$26.9M +5% 4.16% 11.2% 19 10.53%
RIA
2113
Regal Investment Advisors
Michigan
$556M +$43.5M +8% 6.85% 53.9% 361 16.62%
MFS
2114
Mirabella Financial Services
United Kingdom
$554M 14.7% 81.2% 129
BSPF
2115
British Steel Pension Fund
United Kingdom
$554M -$1.7M -0.3% 4.12% 29.7% 173 1.73%
EC
2116
ECP ControlCo
New Jersey
$554M -$33.3M -6% 3.19% 35.8% 3 0%
AG
2117
Aravt Global
New York
$554M +$45.6M +9% 11.2% 83.7% 15 6.67%
BST
2118
Bath Savings Trust
Maine
$554M +$32.5M +6% 6.34% 47.3% 137 13.87%
BB
2119
Bell Bank
North Dakota
$553M +$26M +5% 7.08% 64.3% 173 16.76%
PEA
2120
Platinum Equity Advisors
California
$553M 16% 13.6% 3
FCMI
2121
Foresite Capital Management I
California
$552M 51.3% 40.7% 2
WIC
2122
Whitegate Investment Counselors
New Hampshire
$551M +$41.5M +8% 7.4% 40.3% 208 7.21%
BIM
2123
Bridgecreek Investment Management
Oklahoma
$551M +$69M +14% 13.4% 48.4% 124 8.87%
AMH
2124
Aspex Management (HK)
Hong Kong
$550M 19.2% 153% 12
PAM
2125
PSquared Asset Management
Switzerland
$550M -$56.8M -9% 12.4% 158% 10 60%