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
CCG
2026
Cypress Capital Group
Florida
$469M +$17.7M +4% 212
RCM
2027
Rutabaga Capital Management
Massachusetts
$469M -$66.3M -12% 57
NTC
2028
North Tide Capital
Massachusetts
$469M +$19.5M +4% 16
EAM
2029
Evanson Asset Management
California
$468M +$33.2M +8% 240
KPAG
2030
KLS Professional Advisors Group
New York
$467M +$15.3M +3% 7
SM
2031
Seminole Management
New York
$466M +$57.9M +14% 34
II
2032
INCA Investments
Florida
$466M +$37.9M +9% 11
FIB
2033
First Interstate Bank
Montana
$465M -$18.2M -4% 746
BCM
2034
Buckhead Capital Management
Georgia
$465M -$85.2M -15% 176
CAM
2035
Cypress Asset Management
Texas
$465M -$23.5M -5% 201
FCM
2036
Freshford Capital Management
New York
$464M +$165M +55% 27
SPPAM
2037
Summit Partners Public Asset Management
Massachusetts
$464M +$14.1M +3% 106
MCP
2038
Moab Capital Partners
New York
$464M +$142M +44% 38
LRPA
2039
L. Roy Papp & Associates
Arizona
$463M -$269K -0.1% 152
BAS
2040
Brown Advisory Securities
Maryland
$462M +$26.7M +6% 394
WA
2041
Waverly Advisors
Alabama
$461M +$63M +16% 241
PTC
2042
Private Trust Company
Ohio
$459M +$1.01M +0.2% 393
JC
2043
Joho Capital
New York
$458M -$27.4M -6% 8
AHC
2044
Adell Harriman & Carpenter
Texas
$458M +$15.3M +3% 149
KMC
2045
Kirr Marbach & Co
Indiana
$457M +$8.66M +2% 91
PFM
2046
Phillips Financial Management
Indiana
$457M +$18.9M +4% 72
SFG
2047
Sage Financial Group
Pennsylvania
$456M +$21.3M +5% 56
JCP
2048
Jabre Capital Partners
Switzerland
$456M -$28.4M -6% 151
CW
2049
Cobiz Wealth
Colorado
$456M +$7.69M +2% 133
FNF
2050
Fidelity National Financial
Florida
$456M +$17.9M +4% 22