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
IRF
2026
IBM Retirement Fund
New York
$532M +$23.3M +5% 438
GIA
2027
Granite Investment Advisors
New Hampshire
$532M +$11.8M +2% 169
OIM
2028
Opus Investment Management
Massachusetts
$531M +$25.6M +5% 94
QSS
2029
Quantitative Systematic Strategies
Florida
$531M +$127M +31% 617
CGA
2030
Crescent Grove Advisors
Illinois
$531M +$43M +9% 166
VEPM
2031
Vista Equity Partners Management
California
$530M -$54.2M -9% 36
KFM
2032
KG Funds Management
New York
$530M +$26.4M +5% 8
GAMA
2033
Graticule Asia Macro Advisors
New York
$529M -$56.4M -10% 131
BCMO
2034
Buckingham Capital Management (Ohio)
Ohio
$529M +$19.8M +4% 134
BFIM
2035
Beese Fulmer Investment Management
Ohio
$528M +$20.9M +4% 191
TIA
2036
Tandem Investment Advisors
South Carolina
$528M +$73.8M +16% 72
RCYC
2037
Richard C. Young & Co
Rhode Island
$528M +$3.69M +0.7% 69
MAM
2038
Mastrapasqua Asset Management
Tennessee
$527M +$935K +0.2% 132
SFG
2039
Sather Financial Group
Texas
$527M +$33.4M +7% 56
FANJ
2040
Financial Architects (New Jersey)
New Jersey
$525M -$48.9M -9% 1,446
OC
2041
Oakworth Capital
Alabama
$525M +$36.5M +7% 678
SVP
2042
Strategic Value Partners
Connecticut
$525M -$171M -25% 11
NM
2043
Newtyn Management
New York
$524M +$63.2M +14% 35
MCM
2044
Mason Capital Management
New York
$524M +$58.3M +13% 12
CC
2045
Cassaday & Co
Virginia
$523M +$39.3M +8% 39
AIC
2046
AWM Investment Company
New York
$523M +$14.9M +3% 96
OPCM
2047
Osborne Partners Capital Management
California
$523M +$10.6M +2% 173
DWM
2048
Dakota Wealth Management
Florida
$523M +$19.9M +4% 319
GRP
2049
Global Retirement Partners
California
$522M +$109M +26% 1,774
KF
2050
Krilogy Financial
Missouri
$521M +$50M +11% 177