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
EFG
2026
Everhart Financial Group
Ohio
$1.17B +$94.8M +9% 491
TFA
2027
Transamerica Financial Advisors
Florida
$1.17B -$24M -2% 2,129
CA
2028
Crewe Advisors
Utah
$1.17B +$42.9M +4% 1,171
FG
2029
Fiduciary Group
Georgia
$1.17B -$19.7M -2% 306
OCAI
2030
O'Connor Alternative Investments
New York
$1.17B 128
JAG
2031
Journey Advisory Group
Kentucky
$1.17B -$23.3M -2% 271
BONST
2032
Bank of Nova Scotia Trust
Ontario, Canada
$1.16B +$15.3M +1% 172
AMI
2033
Amica Mutual Insurance
Rhode Island
$1.16B +$14.3M +1% 148
GAB
2034
German American Bancorp
Indiana
$1.16B -$11.2M -1% 152
AHC
2035
Anderson Hoagland & Co
Missouri
$1.16B +$368K +0% 147
SCP
2036
Sandhill Capital Partners
New York
$1.16B -$241M -17% 112
FP
2037
Flagship Pioneering
Massachusetts
$1.16B +$838M +258% 5
AC
2038
AltraVue Capital
Washington
$1.16B -$52.6M -4% 28
BI
2039
Bramshill Investments
Florida
$1.16B -$608M -34% 191
SFG
2040
SNS Financial Group
Minnesota
$1.16B -$517K -0% 215
TA
2041
Townsend & Associates
Colorado
$1.16B +$38.7M +3% 118
FFP
2042
FourThought Financial Partners
Florida
$1.16B -$25.2M -2% 558
MI
2043
MMCAP International
Cayman Islands
$1.16B +$160M +16% 263
SIM
2044
Symetra Investment Management
Connecticut
$1.15B +$586M +103% 8
LNB
2045
Ledyard National Bank
$1.15B -$7.17M -0.6% 251
HFM
2046
Hartford Funds Management
Pennsylvania
$1.15B -$68.7M -6% 102
TPI
2047
Trust Point Inc
Wisconsin
$1.15B -$115M -9% 538
KA
2048
KLCM Advisors
Wisconsin
$1.15B -$14M -1% 270
GGI
2049
Godsey & Gibb Inc
Virginia
$1.15B +$35.3M +3% 448
NC
2050
NewSquare Capital
Pennsylvania
$1.15B +$14.2M +1% 212