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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FCM
2026
Freshford Capital Management
New York
$567M +$19.6M +4% 4.79% 44.2% 19
ISSM
2027
Invesco Senior Secured Management
New York
$566M +$426M +305% 6.9% 2.99% 21
KFA
2028
Kays Financial Advisory
Georgia
$565M +$21.7M +4% 6.14% 23.2% 110
MD
2029
Money Design
Japan
$565M +$89.3M +19% 3.32% 26.4% 60
BP
2030
Berkshire Partners
Massachusetts
$565M -$349M -38% 15.3% 23.2% 2
TEC
2031
Tiger Eye Capital
Tennessee
$564M +$183M +48% 12.2% 125% 50
LFS
2032
Lutz Financial Services
Nebraska
$563M +$41.3M +8% 4.95% 28.4% 67
BWM
2033
BerganKDV Wealth Management
Minnesota
$562M +$55.5M +11% 5.16% 27.9% 1,002
PAS
2034
Professional Advisory Services
Florida
$561M +$35.3M +7% 8.57% 45.3% 74
CCG
2035
Cypress Capital Group
Florida
$561M +$42.3M +8% 7.04% 72.1% 247
IRF
2036
IBM Retirement Fund
New York
$560M +$28.6M +5% 9.71% 54.5% 430
TI
2037
TRG Investments
Virginia
$560M +$114M +26% 25.6% 70.5% 2
KA
2038
Kovack Advisors
Florida
$559M +$72.3M +15% 7.18% 93% 555
CG
2039
Caprock Group
Idaho
$559M +$46.8M +9% 9.33% 46.1% 397
VWA
2040
Visionary Wealth Advisors
Illinois
$559M – – 6.89% 55.1% 207
ANRF
2041
Adams Natural Resources Fund
Maryland
$558M +$5.45M +1% 5.33% 30.7% 62
RWM
2042
RKL Wealth Management
Pennsylvania
$558M +$31.7M +6% 6.86% 53% 126
KGI
2043
Kopernik Global Investors
Florida
$557M +$31.8M +6% 14.8% 119% 28
CPM
2044
Crescent Park Management
California
$557M +$71.9M +15% 11.5% 123% 26
TI
2045
Trigran Investments
Illinois
$556M +$26.9M +5% 4.16% 2.04% 19
RIA
2046
Regal Investment Advisors
Michigan
$554M +$42.5M +8% 6.83% 50.9% 356
BSPF
2047
British Steel Pension Fund
United Kingdom
$554M -$1.7M -0.3% 4.12% 29.7% 173
EC
2048
ECP ControlCo
New Jersey
$554M -$33.3M -6% 3.19% 1.8% 3
AG
2049
Aravt Global
New York
$554M +$45.6M +9% 11.2% 84% 15
BST
2050
Bath Savings Trust
Maine
$554M +$32.5M +6% 6.34% 59.3% 137
80 81
82
83 84