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
SM
2026
Sunriver Management
Connecticut
$570M +$53.5M +10% 22
OC
2027
Oakworth Capital
Alabama
$570M +$54.1M +10% 601
SC
2028
Selz Capital
New York
$570M +$173M +44% 78
CB
2029
Community Bank
New York
$568M +$41.6M +8% 460
HTI
2030
Hikari Tsushin Inc
Japan
$567M +$82.8M +17% 52
FL
2031
Fort LP
Maryland
$567M +$30.5M +6% 539
FCM
2032
Freshford Capital Management
New York
$567M +$19.6M +4% 19
ISSM
2033
Invesco Senior Secured Management
New York
$566M +$426M +305% 21
KFA
2034
Kays Financial Advisory
Georgia
$565M +$21.7M +4% 110
MD
2035
Money Design
Japan
$565M +$89.3M +19% 60
BP
2036
Berkshire Partners
Massachusetts
$565M -$349M -38% 2
TEC
2037
Tiger Eye Capital
Tennessee
$564M +$183M +48% 50
LFS
2038
Lutz Financial Services
Nebraska
$563M +$41.3M +8% 67
BWM
2039
BerganKDV Wealth Management
Minnesota
$562M +$55.5M +11% 1,002
PAS
2040
Professional Advisory Services
Florida
$561M +$35.3M +7% 74
CCG
2041
Cypress Capital Group
Florida
$561M +$42.3M +8% 247
IRF
2042
IBM Retirement Fund
New York
$560M +$28.6M +5% 430
TI
2043
TRG Investments
Virginia
$560M +$114M +26% 2
KA
2044
Kovack Advisors
Florida
$559M +$72.3M +15% 555
CG
2045
Caprock Group
Idaho
$559M +$46.8M +9% 397
VWA
2046
Visionary Wealth Advisors
Illinois
$559M 207
ANRF
2047
Adams Natural Resources Fund
Maryland
$558M +$5.45M +1% 62
RWM
2048
RKL Wealth Management
Pennsylvania
$558M +$31.7M +6% 126
KGI
2049
Kopernik Global Investors
Florida
$557M +$31.8M +6% 28
CPM
2050
Crescent Park Management
California
$557M +$71.9M +15% 26