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
IA
1926
IFG Advisory
Georgia
$897M +$93.8M +12% 524
NA
1927
Nottingham Advisors
New York
$896M +$6.15M +0.7% 159
RC
1928
Roundview Capital
New Jersey
$896M +$102M +13% 283
KPF
1929
K2 Principal Fund
Ontario, Canada
$896M +$262M +41% 469
NCM
1930
Novare Capital Management
North Carolina
$895M +$64M +8% 168
OAM
1931
Origin Asset Management
United Kingdom
$895M -$82.9M -8% 145
MFIMFI
1932
Mesirow Financial Investment Management - Fixed Income
Illinois
$894M +$32.2M +4% 154
WDA
1933
Wendell David Associates
New Hampshire
$893M +$62.4M +8% 155
SSP
1934
Sixth Street Partners
Texas
$893M -$44.8M -5% 9
MIM
1935
Morningstar Investment Management
Illinois
$893M -$104M -10% 45
HCM
1936
Hodges Capital Management
Texas
$892M +$169M +23% 252
YCMGA
1937
York Capital Management Global Advisors
New York
$892M +$199M +29% 75
DCC
1938
Dow Chemical Company
Michigan
$891M +$475M +114% 11
FCB
1939
First Command Bank
Texas
$891M +$428M +92% 465
FCFS
1940
First Command Financial Services
Texas
$891M +$428M +92% 465
BSB
1941
Bangor Savings Bank
Maine
$891M +$61.7M +7% 196
CW
1942
Connectus Wealth
Ohio
$891M +$56.1M +7% 35
KPW
1943
Kore Private Wealth
New York
$890M +$149M +20% 441
DACG
1944
Donor Advised Charitable Giving
California
$889M -$83.4M -9% 116
GCP
1945
GSA Capital Partners
United Kingdom
$889M +$286M +47% 1,751
HH
1946
Hilltop Holdings
Texas
$888M +$113M +15% 598
CCA
1947
Conservest Capital Advisors
Pennsylvania
$886M +$15M +2% 82
WM
1948
WS Management
Florida
$885M +$25.3M +3% 70
BHB
1949
Bank Hapoalim BM
Israel
$884M +$96.4M +12% 249
BFIM
1950
Beese Fulmer Investment Management
Ohio
$884M +$51.3M +6% 240