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
NI
1926
NYL Investors
New York
$895M +$41.2M +5% 36
MPMG
1927
Minneapolis Portfolio Management Group
Minnesota
$895M -$67.1M -7% 32
CW
1928
Connectus Wealth
Ohio
$894M +$3.38M +0.4% 33
DBT
1929
Dubuque Bank & Trust
Iowa
$894M -$6.25M -0.7% 289
CCP
1930
Cardan Capital Partners
Colorado
$893M -$5.83M -0.6% 259
OFM
1931
Omega Fund Management
Massachusetts
$891M +$7.78M +0.9% 26
BCM
1932
BTC Capital Management
Iowa
$891M +$13.1M +1% 233
KGI
1933
Kopernik Global Investors
Florida
$890M -$52.8M -6% 26
GIM
1934
Grassi Investment Management
California
$889M -$31.9M -3% 149
SGCM
1935
Sand Grove Capital Management
United Kingdom
$889M -$167M -16% 24
BFIM
1936
Beese Fulmer Investment Management
Ohio
$889M +$4.82M +0.5% 247
CCA
1937
Conservest Capital Advisors
Pennsylvania
$887M +$1.7M +0.2% 86
BWM
1938
BerganKDV Wealth Management
Minnesota
$882M +$39.6M +5% 1,122
FG
1939
Fiduciary Group
Georgia
$881M +$17M +2% 244
OWM
1940
Orgel Wealth Management
Wisconsin
$880M +$82.8M +10% 62
RPGK
1941
Retirement Planning Group (Kansas)
Kansas
$880M +$8.64M +1% 91
MG
1942
Magnolia Group
Nebraska
$879M +$74.7M +9% 11
CG
1943
Column Group
California
$879M +$173M +24% 8
EIA
1944
Edgemoor Investment Advisors
Maryland
$878M -$193M -18% 148
BO
1945
BRR OpCo
Ohio
$878M -$30.6M -3% 233
BDWM
1946
Brewin Dolphin Wealth Management
Ireland
$877M +$53.8M +7% 345
AGC
1947
Angelo Gordon & Co
New York
$876M +$13.5M +2% 299
RM
1948
Resource Management
Louisiana
$876M +$1.89M +0.2% 199
SCM
1949
Simcoe Capital Management
New York
$875M +$75.4M +9% 19
FWI
1950
Facet Wealth Inc
Maryland
$875M +$146M +20% 61