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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
PA
1951
Planning Alternatives
Michigan
$479M -$106M -18% 12.3% 50.4% 52 11.54%
LRPA
1952
L. Roy Papp & Associates
Arizona
$478M -$82.1M -15% 12.9% 64.3% 162 15.43%
SC
1953
Savant Capital
Illinois
$478M -$79.3M -14% 12.2% 51.8% 306 15.69%
TCM
1954
Tygh Capital Management
Oregon
$477M -$134M -22% 19.1% 251% 99 36.36%
MCTIC
1955
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$477M -$104M -18% 13.4% 38.8% 100 7%
HFM
1956
Harvest Fund Management
China
$477M -$105M -18% 16% 202% 509 51.87%
RM
1957
Resource Management
Louisiana
$477M -$70.1M -13% 15.5% 82.7% 144 15.97%
ASP
1958
Adams Street Partners
Illinois
$477M -$158M -25% 24.3% 352% 18 50%
BRWM
1959
B. Riley Wealth Management
Tennessee
$477M +$69.9M +17% 11.2% 49.6% 423 40.19%
CL
1960
Cabana LLC
Arkansas
$476M +$42.4M +10% 9% 58.3% 76 69.74%
BAM
1961
Bell Asset Management
Australia
$476M -$4.93M -1% 11.4% 29.1% 66 7.58%
GIA
1962
Granite Investment Advisors
New Hampshire
$476M -$93.7M -16% 12.7% 55.6% 170 15.88%
GP
1963
Girard Partners
Pennsylvania
$476M -$87.9M -16% 10.6% 25.7% 980 75.31%
BCM
1964
BTR Capital Management
California
$475M -$100M -17% 11.7% 35% 184 18.48%
HMC
1965
Harvard Management Company
Massachusetts
$475M +$82.6M +21% 19.3% 156% 20 20%
SLF
1966
Sun Life Financial
Ontario, Canada
$474M -$77.4M -14% 12.9% 51.8% 646 8.98%
CI
1967
CX Institutional
Indiana
$474M +$171M +57% 9.91% 56.8% 573 48.17%
NC
1968
NewSquare Capital
Pennsylvania
$473M -$53.5M -10% 9.19% 56.3% 379 27.44%
CNBT
1969
Canandaigua National Bank & Trust
New York
$473M -$88.7M -16% 10.9% 367 24.25%
FIA
1970
Foundations Investment Advisors
Arizona
$473M +$62.1M +15% 7.7% 62.3% 138 52.9%
HR
1971
Howe & Rusling
New York
$473M -$126M -21% 13% 66.1% 955 21.88%
AIP
1972
ARS Investment Partners
New York
$473M -$173M -27% 15.7% 260% 125 16.8%
PP
1973
PagnatoKarp Partners
Virginia
$472M +$130M +38% 11.8% 2.06% 204 27.45%
BC
1974
Blackstart Capital
New York
$472M +$33.1M +8% 1.91% 9% 37 59.46%
LWA
1975
Lenox Wealth Advisors
New York
$471M -$21.5M -4% 12.7% 35.7% 440 17.95%