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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CGA
2026
Crescent Grove Advisors
Illinois
$531M +$43M +9% 6.85% 37.6% 166
VEPM
2027
Vista Equity Partners Management
California
$530M -$54.2M -9% 2.29% 36.9% 36
KFM
2028
KG Funds Management
New York
$530M +$26.4M +5% 9.59% 44.7% 8
GAMA
2029
Graticule Asia Macro Advisors
New York
$529M -$56.4M -10% 1.59% 142% 131
BCMO
2030
Buckingham Capital Management (Ohio)
Ohio
$529M +$19.8M +4% 3.6% 26.3% 134
BFIM
2031
Beese Fulmer Investment Management
Ohio
$528M +$20.9M +4% 4.71% 79.7% 191
TIA
2032
Tandem Investment Advisors
South Carolina
$528M +$73.8M +16% 4.72% 40.3% 72
RCYC
2033
Richard C. Young & Co
Rhode Island
$528M +$3.69M +0.7% 3.96% 53.3% 69
MAM
2034
Mastrapasqua Asset Management
Tennessee
$527M +$935K +0.2% 6.7% 54.9% 132
SFG
2035
Sather Financial Group
Texas
$527M +$33.4M +7% 7.07% 78.2% 56
FANJ
2036
Financial Architects (New Jersey)
New Jersey
$525M -$48.9M -9% 3.51% 31.3% 1,446
OC
2037
Oakworth Capital
Alabama
$525M +$36.5M +7% 3.16% 49.6% 678
SVP
2038
Strategic Value Partners
Connecticut
$525M -$171M -25% 12.3% 97.2% 11
NM
2039
Newtyn Management
New York
$524M +$63.2M +14% 13.6% 41.3% 35
MCM
2040
Mason Capital Management
New York
$524M +$58.3M +13% 1.44% 24.4% 12
CC
2041
Cassaday & Co
Virginia
$523M +$39.3M +8% 3% 62.6% 39
AIC
2042
AWM Investment Company
New York
$523M +$14.9M +3% 3.88% 340% 96
OPCM
2043
Osborne Partners Capital Management
California
$523M +$10.6M +2% 4.08% 53.3% 173
DWM
2044
Dakota Wealth Management
Florida
$523M +$19.9M +4% 3.52% 81.7% 319
GRP
2045
Global Retirement Partners
California
$522M +$109M +26% 3.9% 1,774
KF
2046
Krilogy Financial
Missouri
$521M +$50M +11% 3.29% 49.2% 177
FL
2047
Fort LP
Maryland
$521M +$24.6M +5% 5.94% 56.8% 523
HCM
2048
Hengehold Capital Management
Ohio
$521M +$95.2M +22% 2.99% 38.9% 131
CIC
2049
Cutler Investment Counsel
Oregon
$521M +$9.16M +2% 3.58% 44.9% 96
CB
2050
Community Bank
New York
$520M +$24.9M +5% 2.53% 50.4% 491