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
IA
2026
IFG Advisory
Georgia
$522M +$98.7M +23% 351
FCM
2027
Freshford Capital Management
New York
$522M +$39M +8% 23
BCM
2028
Bayesian Capital Management
New York
$521M +$32.6M +7% 876
BCM
2029
BTR Capital Management
California
$520M +$45.4M +10% 172
GIA
2030
Granite Investment Advisors
New Hampshire
$520M +$43.9M +9% 164
CW
2031
Cobiz Wealth
Colorado
$519M +$63.8M +14% 129
CAMG
2032
CWA Asset Management Group
Florida
$518M +$89.1M +21% 235
DCM
2033
Decatur Capital Management
Georgia
$517M +$73M +16% 64
ASP
2034
Adams Street Partners
Illinois
$517M +$39.6M +8% 20
PTC
2035
Petrus Trust Company
Texas
$516M +$60M +13% 349
SFP
2036
Shepherd Financial Partners
Massachusetts
$516M +$56.4M +12% 131
COI
2037
Connable Office Inc
Michigan
$515M +$62.8M +14% 179
CG
2038
Caprock Group
Idaho
$515M +$80.2M +18% 413
KFA
2039
Kays Financial Advisory
Georgia
$515M +$75.3M +17% 125
AHC
2040
Adell Harriman & Carpenter
Texas
$514M +$60.4M +13% 152
LWMT
2041
Legacy Wealth Management (Tennessee)
Tennessee
$514M +$59M +13% 18
KA
2042
Klingman & Associates
New York
$513M +$68.9M +16% 123
FWP
2043
FAS Wealth Partners
Kansas
$512M +$75.3M +17% 196
OPCM
2044
Osborne Partners Capital Management
California
$512M -$156M -23% 189
BAM
2045
Belpointe Asset Management
Nevada
$512M +$117M +30% 612
BC
2046
Bruce & Co
Illinois
$512M +$42.2M +9% 44
CIC
2047
Cutler Investment Counsel
Oregon
$511M +$46.6M +10% 93
PL
2048
Parkwood LLC
Ohio
$511M +$74.6M +17% 91
RWM
2049
RKL Wealth Management
Pennsylvania
$511M +$77.5M +18% 130
CC
2050
Cadinha & Co
Hawaii
$511M +$108M +27% 113