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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ASP
2026
Adams Street Partners
Illinois
$517M +$39.6M +8% 26.6% 263% 20
PTC
2027
Petrus Trust Company
Texas
$516M +$60M +13% 14.9% 46.1% 349
SFP
2028
Shepherd Financial Partners
Massachusetts
$516M +$56.4M +12% 12.8% 59.8% 131
COI
2029
Connable Office Inc
Michigan
$515M +$62.8M +14% 13% 52.2% 179
CG
2030
Caprock Group
Idaho
$515M +$80.2M +18% 13.7% 46.1% 413
KFA
2031
Kays Financial Advisory
Georgia
$515M +$75.3M +17% 10.2% 23.2% 125
AHC
2032
Adell Harriman & Carpenter
Texas
$514M +$60.4M +13% 15.7% 126% 152
LWMT
2033
Legacy Wealth Management (Tennessee)
Tennessee
$514M +$59M +13% 13.6% 40.1% 18
KA
2034
Klingman & Associates
New York
$513M +$68.9M +16% 11.9% 45.3% 123
FWP
2035
FAS Wealth Partners
Kansas
$512M +$75.3M +17% 10.4% 54.7% 196
OPCM
2036
Osborne Partners Capital Management
California
$512M -$156M -23% 13% 53.3% 189
BAM
2037
Belpointe Asset Management
Nevada
$512M +$117M +30% 12% 73.9% 612
BC
2038
Bruce & Co
Illinois
$512M +$42.2M +9% 11.4% 23.4% 44
CIC
2039
Cutler Investment Counsel
Oregon
$511M +$46.6M +10% 9.15% 44.9% 93
PL
2040
Parkwood LLC
Ohio
$511M +$74.6M +17% 14.2% 82.8% 91
RWM
2041
RKL Wealth Management
Pennsylvania
$511M +$77.5M +18% 11.5% 53% 130
CC
2042
Cadinha & Co
Hawaii
$511M +$108M +27% 10.8% 126% 113
SFM
2043
Signet Financial Management
New Jersey
$511M +$51.9M +11% 12.2% 63.3% 243
RC
2044
Randolph Company
Ohio
$510M +$148M +41% 13.4% 80.4% 44
BCMO
2045
Buckingham Capital Management (Ohio)
Ohio
$509M +$53.1M +12% 10.9% 26.3% 140
IRF
2046
IBM Retirement Fund
New York
$509M +$70.6M +16% 14.3% 54.5% 415
BFG
2047
Barber Financial Group
Kansas
$509M +$43.6M +9% 6.71% 39% 150
BBNA
2048
Bremer Bank National Association
Minnesota
$508M – – 12.8% 37.4% 749
AIC
2049
AWM Investment Company
New York
$508M +$48.6M +11% 25.6% 340% 93
BFIM
2050
Beese Fulmer Investment Management
Ohio
$507M +$62.3M +14% 13% 79.7% 194
80 81
82
83 84