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
BO
1926
BRR OpCo
Ohio
$482M -$25.1M -5% 123
UBV
1927
United Bank (Virginia)
Virginia
$482M +$6.25M +1% 155
JMH
1928
J.M. Hartwell
New York
$481M -$93.8M -16% 88
NFG
1929
Next Financial Group
Texas
$481M +$265M +123% 2,227
DP
1930
DSAM Partners
United Kingdom
$481M -$201M -29% 134
KFM
1931
KG Funds Management
New York
$481M -$14.1M -3% 10
NNP
1932
Nachman Norwood & Parrott
South Carolina
$480M 219
OCG
1933
Opus Capital Group
Ohio
$480M +$35M +8% 245
NSEDCP
1934
NJ State Employees Deferred Compensation Plan
New Jersey
$480M -$107M -18% 560
HCM
1935
Horan Capital Management
Maryland
$479M -$63.8M -12% 66
PA
1936
Planning Alternatives
Michigan
$479M -$106M -18% 52
LRPA
1937
L. Roy Papp & Associates
Arizona
$478M -$82.1M -15% 162
BCM
1938
Basso Capital Management
Connecticut
$478M +$29.3M +7% 228
SC
1939
Savant Capital
Illinois
$478M -$79.3M -14% 306
TCM
1940
Tygh Capital Management
Oregon
$477M -$134M -22% 99
MCTIC
1941
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$477M -$104M -18% 102
HFM
1942
Harvest Fund Management
China
$477M -$105M -18% 509
RM
1943
Resource Management
Louisiana
$477M -$70.1M -13% 144
ASP
1944
Adams Street Partners
Illinois
$477M -$158M -25% 18
BRWM
1945
B. Riley Wealth Management
Tennessee
$477M +$69.9M +17% 423
CL
1946
Cabana LLC
Arkansas
$476M +$42.4M +10% 76
BAM
1947
Bell Asset Management
Australia
$476M -$4.93M -1% 66
GIA
1948
Granite Investment Advisors
New Hampshire
$476M -$93.7M -16% 170
GP
1949
Girard Partners
Pennsylvania
$476M -$87.9M -16% 989
BCM
1950
BTR Capital Management
California
$475M -$100M -17% 184