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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
TS
2451
Tamar Securities
California
$1.07B +$136M +15% 12.3% 84.8% 105 20.95%
MSIIA
2452
Morgan Stanley Institutional Investment Advisors
Colorado
$1.07B +$33.4M +3% 7.33% 5 0%
LA
2453
Legacy Advisors
Pennsylvania
$1.07B +$222M +26% 16.7% 349 23.5%
BBCM
2454
Broad Bay Capital Management
New York
$1.07B -$106M -9% 33.5% 338% 37 64.86%
CFFP
2455
Center for Financial Planning
Michigan
$1.07B +$112M +12% 11.6% 57.5% 687 7.28%
JCM
2456
Jag Capital Management
Missouri
$1.07B +$179M +20% 37.7% 230% 176 28.98%
UIC
2457
Uniplan Investment Counsel
Wisconsin
$1.07B +$92.6M +10% 13.8% 70.5% 225 40.89%
BFC
2458
Bedel Financial Consulting
Indiana
$1.06B +$177M +20% 19.3% 104% 322 12.11%
SDWMA
2459
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.06B +$157M +17% 9.11% 55% 181 16.02%
NAS
2460
NWF Advisory Services
California
$1.06B +$178M +20% 28.7% 111% 468 14.74%
PTC
2461
Petrus Trust Company
Texas
$1.06B +$148M +16% 14% 36.9% 30 20%
CIC
2462
Cutler Investment Counsel
Oregon
$1.06B +$91.2M +9% 9.37% 56.2% 159 9.43%
BDP
2463
Brehaut David Pascal
$1.06B +$154M +17% 17% 1 0%
PCM
2464
Polaris Capital Management
Massachusetts
$1.06B -$161M -13% 14.6% 94.3% 90 13.33%
SAM
2465
Synergy Asset Management
Washington
$1.06B +$119M +13% 22% 97.3% 338 44.38%
PCI
2466
Planning Center Inc
Illinois
$1.06B +$72.6M +7% 6% 38.9% 88 15.91%
RPAM
2467
Rhenman & Partners Asset Management
Sweden
$1.06B +$249M +31% 22% 131% 106 25.47%
JSC
2468
J. Stern & Co
United Kingdom
$1.06B +$27.8M +3% 8.57% 51 3.92%
GX
2469
Greylock XIV
California
$1.06B -$178M -14% 14.4% 1 0%
RCIM
2470
Red Cedar Investment Management
Michigan
$1.06B +$91.3M +9% 10.2% 81.4% 95 9.47%
MPMG
2471
Minneapolis Portfolio Management Group
Minnesota
$1.06B +$113M +12% 20.8% 140% 35 8.57%
CIP
2472
Convergence Investment Partners
Florida
$1.06B +$444M +73% 37.3% 284% 292 36.99%
FMP
2473
Financial Management Professionals
Texas
$1.05B +$163M +18% 11.8% 62.1% 1,107 17.62%
FFM
2474
FengHe Fund Management
Singapore
$1.05B +$331M +46% 97.2% 902% 36 63.89%
FPI
2475
Financial Plan Inc
Washington
$1.05B +$121M +13% 8.73% 102 14.71%