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
CFFNO
2026
Common Fund For Nonprofit Organizations
Connecticut
$693M -$182M -21% 14
SHIM
2027
Spruce House Investment Management
New York
$693M -$1.04B -60% 9
IB
2028
Intrust Bank
Kansas
$692M -$98.5M -12% 410
LRPA
2029
L. Roy Papp & Associates
Arizona
$690M -$111M -14% 180
LCM
2030
LVM Capital Management
Michigan
$690M -$67.3M -9% 147
AIM
2031
Anchor Investment Management
South Carolina
$689M -$104M -13% 1,003
MC
2032
Montag & Caldwell
Georgia
$689M -$209M -23% 99
SIA
2033
Soltis Investment Advisors
Utah
$689M -$30.9M -4% 271
TWM
2034
Tradition Wealth Management
Minnesota
$689M -$95.3M -12% 1,187
TPWA
2035
TRUE Private Wealth Advisors
Oregon
$687M -$23.4M -3% 250
ORI
2036
Oak Ridge Investments
Illinois
$687M -$213M -24% 167
PP
2037
Prospector Partners
Connecticut
$687M -$122M -15% 111
FCB
2038
First Command Bank
Texas
$686M -$43M -6% 464
FCFS
2039
First Command Financial Services
Texas
$686M -$43M -6% 464
UAS
2040
United Asset Strategies
New York
$686M -$100M -13% 231
LSCM
2041
Light Street Capital Management
California
$686M -$595M -46% 40
MFM
2042
MHR Fund Management
New York
$685M -$324M -32% 30
BFG
2043
Berger Financial Group
Minnesota
$684M -$102M -13% 279
PIM
2044
Perpetual Investment Management
Australia
$683M -$113M -14% 240
FF
2045
FourThought Financial
Florida
$683M -$107M -14% 1,604
CCM
2046
CoreView Capital Management
Hong Kong
$683M +$180M +36% 12
SC
2047
Skylands Capital
Wisconsin
$682M -$144M -17% 161
WM
2048
WS Management
Florida
$682M -$154M -18% 68
LFM
2049
LGT Fund Management
Liechtenstein
$682M -$68.8M -9% 218
BC
2050
BIT Capital
Germany
$681M -$293M -30% 176