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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 Avg Holding
Period (Yrs)
Tamar Securities
2476
Tamar Securities
California
$947M +$67.4M +8% 4.57% 84.8% 101 10.89% 2.6
Golden State Wealth Management
2477
Golden State Wealth Management
California
$947M +$40.7M +4% 2.19% – 1,773 11.56% 1.5
Morgan Stanley Institutional Investment Advisors
2478
Morgan Stanley Institutional Investment Advisors
Colorado
$946M +$114M +14% 0.59% – 5 40% 0.7
Sierra Capital
2479
Sierra Capital
Florida
$945M +$33.4M +4% 1.44% 32.4% 222 17.57% 2.9
Greenland Capital Management
2480
Greenland Capital Management
New York
$945M -$56.5M -6% 1.79% 210% 444 54.73% 0.5
NTV Asset Management
2481
NTV Asset Management
West Virginia
$944M +$27M +3% 3.84% 110% 327 10.4% 6.1
Institute for Wealth Management
2482
Institute for Wealth Management
Colorado
$944M -$16.3M -2% 2.8% 137% 593 14.17% 4.4
Graves Light Lenhart Wealth
2483
Graves Light Lenhart Wealth
Virginia
$943M +$41.8M +5% 2.47% 47.7% 201 8.96% 4.8
Middleton & Co
2484
Middleton & Co
Massachusetts
$942M +$16.6M +2% 4.01% 81.8% 168 4.17% 6.8
Onyx Bridge Wealth Group
2485
Onyx Bridge Wealth Group
New York
$940M +$20.4M +2% 2.21% 74.6% 390 12.05% 2.1
Cooper Financial Group
2486
Cooper Financial Group
California
$940M +$36.4M +4% 2.57% 87.2% 411 13.87% 2.8
Harvey Investment Company
2487
Harvey Investment Company
Kentucky
$939M +$2.05M +0.2% 1.56% 56.4% 102 4.9% 8.7
GFI Investment Counsel
2488
GFI Investment Counsel
Ontario, Canada
$938M -$22.9M -2% 0.29% 41.8% 32 25% 2.9
McGuire Investment Group
2489
McGuire Investment Group
Rhode Island
$936M +$53.2M +6% 7.56% 202% 126 8.73% 4.3
Marble Harbor Investment Counsel
2490
Marble Harbor Investment Counsel
Massachusetts
$936M -$19.2M -2% 0.21% 66.7% 192 5.21% 7.4
Blueprint Investment Partners
2491
Blueprint Investment Partners
North Carolina
$935M +$223M +31% 7.22% 91.9% 131 12.98% 1.3
Gryphon Financial Partners
2492
Gryphon Financial Partners
Ohio
$935M +$57.6M +7% 3.93% 93.7% 352 13.92% 3.1
Redwood Capital Management
2493
Redwood Capital Management
New York
$934M -$98M -9% 13.3% 313% 17 0% 2.6
U.S. Global Investors (USGI)
2494
U.S. Global Investors (USGI)
Texas
$934M +$48.2M +5% 16.1% 151% 167 41.32% 2.4
Biglari Capital Corp
2495
Biglari Capital Corp
Texas
$933M +$19.4M +2% 2.22% 72.7% 12 0% 6.3
Massar Capital Management
2496
Massar Capital Management
Connecticut
$932M +$172M +23% 6.77% – 388 73.45% 0.1
PFMOSF
2497
Philadelphia Financial Management of San Francisco
California
$932M +$39.4M +4% 2.76% 209% 91 70.33% 0.2
Portland Global Advisors
2498
Portland Global Advisors
Maine
$932M +$36.1M +4% 1.2% 43.4% 155 9.03% 6.1
Legacy Advisors
2499
Legacy Advisors
Pennsylvania
$931M +$121M +15% 1.82% – 295 16.95% 3.3
Stillwater Capital Advisors
2500
Stillwater Capital Advisors
Pennsylvania
$930M +$42.2M +5% 5.88% 121% 73 6.85% 5.8