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
GIM
1926
Grassi Investment Management
California
$889M -$31.9M -3% 149
SGCM
1927
Sand Grove Capital Management
United Kingdom
$889M -$167M -16% 24
BFIM
1928
Beese Fulmer Investment Management
Ohio
$889M +$4.82M +0.5% 247
CCA
1929
Conservest Capital Advisors
Pennsylvania
$887M +$1.7M +0.2% 86
BWM
1930
BerganKDV Wealth Management
Minnesota
$882M +$39.6M +5% 1,122
FG
1931
Fiduciary Group
Georgia
$881M +$17M +2% 244
OWM
1932
Orgel Wealth Management
Wisconsin
$880M +$82.8M +10% 62
RPGK
1933
Retirement Planning Group (Kansas)
Kansas
$880M +$8.64M +1% 91
MG
1934
Magnolia Group
Nebraska
$879M +$74.7M +9% 11
CG
1935
Column Group
California
$879M +$173M +24% 8
EIA
1936
Edgemoor Investment Advisors
Maryland
$878M -$193M -18% 148
BO
1937
BRR OpCo
Ohio
$878M -$30.6M -3% 233
BDWM
1938
Brewin Dolphin Wealth Management
Ireland
$877M +$53.8M +7% 345
AGC
1939
Angelo Gordon & Co
New York
$876M +$13.5M +2% 299
RM
1940
Resource Management
Louisiana
$876M +$1.89M +0.2% 199
SCM
1941
Simcoe Capital Management
New York
$875M +$75.4M +9% 19
FWI
1942
Facet Wealth Inc
Maryland
$875M +$146M +20% 61
EFS
1943
Essex Financial Services
Connecticut
$875M +$184M +27% 491
CIC
1944
Cornercap Investment Counsel
Georgia
$875M -$30.6M -3% 638
FBFS
1945
First Business Financial Services
Wisconsin
$874M +$18.4M +2% 164
MS
1946
Maven Securities
Jersey
$874M -$74.7M -8% 1,032
TW
1947
Transform Wealth
Colorado
$872M +$53.4M +7% 240
JC
1948
Jacobs & Co
California
$869M +$3.64M +0.4% 128
MYIA
1949
Mount Yale Investment Advisors
Colorado
$869M +$43.7M +5% 490
CC
1950
Cornerstone Capital
California
$868M -$13.8M -2% 95