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
CB
2026
Cadence Bank
Mississippi
$696M -$107M -13% 201
MPMG
2027
Minneapolis Portfolio Management Group
Minnesota
$695M -$185M -21% 30
SIMS
2028
SPT Invest Management Sarl
Luxembourg
$695M -$248M -26% 2
PIMJS
2029
PKO Investment Management Joint-Stock
Poland
$695M -$133M -16% 129
FCM
2030
Fernbridge Capital Management
California
$694M -$275M -28% 23
MGWM
2031
Marks Group Wealth Management
Minnesota
$693M -$102M -13% 317
QCM
2032
Quantinno Capital Management
New York
$693M +$37.5M +6% 673
SGDR
2033
SPX Gestao de Recursos
Brazil
$693M -$854M -55% 106
CFFNO
2034
Common Fund For Nonprofit Organizations
Connecticut
$693M -$182M -21% 14
SHIM
2035
Spruce House Investment Management
New York
$693M -$1.04B -60% 9
IB
2036
Intrust Bank
Kansas
$692M -$98.5M -12% 410
LRPA
2037
L. Roy Papp & Associates
Arizona
$690M -$111M -14% 180
LCM
2038
LVM Capital Management
Michigan
$690M -$67.3M -9% 147
AIM
2039
Anchor Investment Management
South Carolina
$689M -$104M -13% 1,003
MC
2040
Montag & Caldwell
Georgia
$689M -$209M -23% 99
SIA
2041
Soltis Investment Advisors
Utah
$689M -$30.9M -4% 271
TWM
2042
Tradition Wealth Management
Minnesota
$689M -$95.3M -12% 1,187
TPWA
2043
TRUE Private Wealth Advisors
Oregon
$687M -$23.4M -3% 250
ORI
2044
Oak Ridge Investments
Illinois
$687M -$213M -24% 167
PP
2045
Prospector Partners
Connecticut
$687M -$122M -15% 111
FCB
2046
First Command Bank
Texas
$686M -$43M -6% 464
FCFS
2047
First Command Financial Services
Texas
$686M -$43M -6% 464
UAS
2048
United Asset Strategies
New York
$686M -$100M -13% 231
LSCM
2049
Light Street Capital Management
California
$686M -$595M -46% 40
MFM
2050
MHR Fund Management
New York
$685M -$324M -32% 30