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
IAM
1901
Ion Asset Management
Israel
$597M +$162M +37% 33
CT
1902
Caldwell Trust
Florida
$597M +$69M +13% 806
CB
1903
Community Bank
New York
$595M +$132M +29% 487
RIM
1904
Rampart Investment Management
Connecticut
$594M +$384M +182% 545
KBG
1905
Kahn Brothers Group
New York
$592M +$45.1M +8% 48
OPFM
1906
Optimus Prime Fund Management
Cayman Islands
$592M +$97.3M +20% 54
FG
1907
Formula Growth
Quebec, Canada
$591M +$69.5M +13% 181
PPW
1908
Parcion Private Wealth
Washington
$591M +$228M +63% 220
WP
1909
Wedgewood Partners
Missouri
$590M +$62.7M +12% 42
HIC
1910
Harvey Investment Company
Kentucky
$590M +$79.7M +16% 85
OFG
1911
Oxford Financial Group
Indiana
$590M +$89.2M +18% 215
LF
1912
Lannebo Fonder
Sweden
$588M +$232M +65% 37
CC
1913
Cadinha & Co
Hawaii
$588M +$211M +56% 98
FFA
1914
Fragasso Financial Advisors
Pennsylvania
$588M +$147M +33% 130
GC
1915
Gratus Capital
Georgia
$587M +$79.7M +16% 174
CC
1916
Cornerstone Capital
California
$587M +$106M +22% 79
CIA
1917
CCM Investment Advisers
South Carolina
$587M +$86.2M +17% 66
WC
1918
Woodstock Corp
Massachusetts
$587M +$95.9M +20% 163
CTA
1919
Colonial Trust Advisors
South Carolina
$586M +$108M +23% 153
NC
1920
NewSquare Capital
Pennsylvania
$586M +$45.7M +8% 472
OCM
1921
Opti Capital Management
New York
$585M +$97.2M +20% 45
AHC
1922
Adell Harriman & Carpenter
Texas
$584M +$112M +24% 132
RP
1923
RR Partners
New York
$584M +$80.1M +16% 20
BWM
1924
BerganKDV Wealth Management
Minnesota
$584M +$95.7M +20% 1,146
TW
1925
Transform Wealth
Colorado
$584M +$115M +24% 242