Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OFM
1926
Omega Fund Management
Massachusetts
$891M +$7.78M +0.9% 2.12% 82.4% 26
BCM
1927
BTC Capital Management
Iowa
$891M +$13.1M +1% 0.04% – 233
KGI
1928
Kopernik Global Investors
Florida
$890M -$52.8M -6% 0.02% 119% 26
GIM
1929
Grassi Investment Management
California
$889M -$31.9M -3% 1.62% 170% 149
SGCM
1930
Sand Grove Capital Management
United Kingdom
$889M -$167M -16% 1.02% 224% 24
BFIM
1931
Beese Fulmer Investment Management
Ohio
$889M +$4.82M +0.5% 0.03% 79.7% 247
CCA
1932
Conservest Capital Advisors
Pennsylvania
$887M +$1.7M +0.2% 0.78% 45.7% 86
BWM
1933
BerganKDV Wealth Management
Minnesota
$882M +$39.6M +5% 1.05% 27.9% 1,122
FG
1934
Fiduciary Group
Georgia
$881M +$17M +2% 0.17% 57.5% 244
OWM
1935
Orgel Wealth Management
Wisconsin
$880M +$82.8M +10% 1.54% 22.4% 62
RPGK
1936
Retirement Planning Group (Kansas)
Kansas
$880M +$8.64M +1% 0.92% 38.9% 91
MG
1937
Magnolia Group
Nebraska
$879M +$74.7M +9% 12% 21.3% 11
CG
1938
Column Group
California
$879M +$173M +24% 5.04% 15.7% 8
EIA
1939
Edgemoor Investment Advisors
Maryland
$878M -$193M -18% 0.12% 82.3% 148
BO
1940
BRR OpCo
Ohio
$878M -$30.6M -3% 0.49% 23.6% 233
BDWM
1941
Brewin Dolphin Wealth Management
Ireland
$877M +$53.8M +7% 0.6% 47.7% 345
AGC
1942
Angelo Gordon & Co
New York
$876M +$13.5M +2% 0.34% 719% 299
RM
1943
Resource Management
Louisiana
$876M +$1.89M +0.2% 1.15% 83.2% 199
SCM
1944
Simcoe Capital Management
New York
$875M +$75.4M +9% 0.82% 94.7% 19
FWI
1945
Facet Wealth Inc
Maryland
$875M +$146M +20% 1.61% 37.5% 61
EFS
1946
Essex Financial Services
Connecticut
$875M +$184M +27% 1.2% 70% 491
CIC
1947
Cornercap Investment Counsel
Georgia
$875M -$30.6M -3% 0.68% 45.9% 638
FBFS
1948
First Business Financial Services
Wisconsin
$874M +$18.4M +2% 0.38% 56.9% 164
MS
1949
Maven Securities
Jersey
$874M -$74.7M -8% 0.39% 18.1% 1,032
TW
1950
Transform Wealth
Colorado
$872M +$53.4M +7% 1.31% 48.3% 240
76 77
78
79 80