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
SGCM
1926
Sand Grove Capital Management
United Kingdom
$889M -$167M -16% 24
BFIM
1927
Beese Fulmer Investment Management
Ohio
$889M +$4.82M +0.5% 247
CCA
1928
Conservest Capital Advisors
Pennsylvania
$887M +$1.7M +0.2% 86
BWM
1929
BerganKDV Wealth Management
Minnesota
$882M +$39.6M +5% 1,122
FG
1930
Fiduciary Group
Georgia
$881M +$17M +2% 244
OWM
1931
Orgel Wealth Management
Wisconsin
$880M +$82.8M +10% 62
RPGK
1932
Retirement Planning Group (Kansas)
Kansas
$880M +$8.64M +1% 91
MG
1933
Magnolia Group
Nebraska
$879M +$74.7M +9% 11
CG
1934
Column Group
California
$879M +$173M +24% 8
EIA
1935
Edgemoor Investment Advisors
Maryland
$878M -$193M -18% 148
BO
1936
BRR OpCo
Ohio
$878M -$30.6M -3% 233
BDWM
1937
Brewin Dolphin Wealth Management
Ireland
$877M +$53.8M +7% 345
AGC
1938
Angelo Gordon & Co
New York
$876M +$13.5M +2% 299
RM
1939
Resource Management
Louisiana
$876M +$1.89M +0.2% 199
SCM
1940
Simcoe Capital Management
New York
$875M +$75.4M +9% 19
FWI
1941
Facet Wealth Inc
Maryland
$875M +$146M +20% 61
EFS
1942
Essex Financial Services
Connecticut
$875M +$184M +27% 491
CIC
1943
Cornercap Investment Counsel
Georgia
$875M -$30.6M -3% 638
FBFS
1944
First Business Financial Services
Wisconsin
$874M +$18.4M +2% 164
MS
1945
Maven Securities
Jersey
$874M -$74.7M -8% 1,032
TW
1946
Transform Wealth
Colorado
$872M +$53.4M +7% 240
JC
1947
Jacobs & Co
California
$869M +$3.64M +0.4% 128
MYIA
1948
Mount Yale Investment Advisors
Colorado
$869M +$43.7M +5% 490
CC
1949
Cornerstone Capital
California
$868M -$13.8M -2% 95
ICM
1950
Indaba Capital Management
California
$867M -$58.8M -6% 78