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
MYIA
2026
Mount Yale Investment Advisors
Colorado
$572M +$12.6M +2% 343
RBCM
2027
Raub Brock Capital Management
California
$570M +$50.3M +10% 62
AFA
2028
American Financial Advisors
Georgia
$570M +$41.5M +8% 97
FHA
2029
Flagship Harbor Advisors
Massachusetts
$570M +$60.1M +12% 2,010
SM
2030
Sunriver Management
Connecticut
$570M +$53.5M +10% 22
OC
2031
Oakworth Capital
Alabama
$570M +$54.1M +10% 601
SC
2032
Selz Capital
New York
$570M +$173M +44% 78
CB
2033
Community Bank
New York
$568M +$41.6M +8% 460
HTI
2034
Hikari Tsushin Inc
Japan
$567M +$82.8M +17% 52
FL
2035
Fort LP
Maryland
$567M +$30.5M +6% 539
FCM
2036
Freshford Capital Management
New York
$567M +$19.6M +4% 19
ISSM
2037
Invesco Senior Secured Management
New York
$566M +$426M +305% 21
KFA
2038
Kays Financial Advisory
Georgia
$565M +$21.7M +4% 110
MD
2039
Money Design
Japan
$565M +$89.3M +19% 60
BP
2040
Berkshire Partners
Massachusetts
$565M -$349M -38% 2
TEC
2041
Tiger Eye Capital
Tennessee
$564M +$183M +48% 50
LFS
2042
Lutz Financial Services
Nebraska
$563M +$41.3M +8% 67
BWM
2043
BerganKDV Wealth Management
Minnesota
$562M +$55.5M +11% 1,002
PAS
2044
Professional Advisory Services
Florida
$561M +$35.3M +7% 74
CCG
2045
Cypress Capital Group
Florida
$561M +$42.3M +8% 247
IRF
2046
IBM Retirement Fund
New York
$560M +$28.6M +5% 430
TI
2047
TRG Investments
Virginia
$560M +$114M +26% 2
KA
2048
Kovack Advisors
Florida
$559M +$72.3M +15% 555
CG
2049
Caprock Group
Idaho
$559M +$46.8M +9% 397
VWA
2050
Visionary Wealth Advisors
Illinois
$559M 207