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
GRP
2051
Global Retirement Partners
California
$522M +$109M +26% 1,774
KF
2052
Krilogy Financial
Missouri
$521M +$50M +11% 177
FL
2053
Fort LP
Maryland
$521M +$24.6M +5% 523
HCM
2054
Hengehold Capital Management
Ohio
$521M +$95.2M +22% 131
CIC
2055
Cutler Investment Counsel
Oregon
$521M +$9.16M +2% 96
CB
2056
Community Bank
New York
$520M +$24.9M +5% 491
MFG
2057
Magnus Financial Group
New York
$519M +$27.7M +6% 603
CMG
2058
Cavalry Management Group
California
$519M +$179M +53% 30
JMFC
2059
J.M. Forbes & Co
Massachusetts
$518M +$51.3M +11% 105
TC
2060
Tairen Capital
Hong Kong
$518M -$376M -42% 45
ICM
2061
Indaba Capital Management
California
$517M +$27.1M +6% 27
ED
2062
Exane Derivatives
France
$516M +$81.6M +19% 729
PAS
2063
Professional Advisory Services
Florida
$516M +$17.9M +4% 69
AWA
2064
Arete Wealth Advisors
Illinois
$515M +$36.1M +8% 428
FVP
2065
Firefly Value Partners
Pennsylvania
$515M -$53.5M -9% 22
TSAM
2066
Trinity Street Asset Management
United Kingdom
$514M +$18.5M +4% 16
CU
2067
CDAM (UK)
United Kingdom
$514M -$12.9M -2% 15
RIA
2068
Regal Investment Advisors
Michigan
$513M +$24.5M +5% 352
AFA
2069
American Financial Advisors
Georgia
$513M +$22.1M +4% 104
HRCM
2070
Hawk Ridge Capital Management
California
$512M +$37.8M +8% 50
TIM
2071
Thompson Investment Management
Wisconsin
$512M -$10.8M -2% 190
DBG
2072
De Burlo Group
Massachusetts
$512M +$16.6M +3% 102
CG
2073
Caprock Group
Idaho
$512M -$3.1M -0.6% 418
AI
2074
Accredited Investors
Minnesota
$511M +$14.4M +3% 143
OCM
2075
Oribel Capital Management
New York
$511M +$19.6M +4% 78