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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)
Water Island Capital
2451
Water Island Capital
New York
$1.08B +$179M +20% 16.1% 438% 138 68.84% 0.2
TriCert Investment Counsel
2452
TriCert Investment Counsel
$1.07B – – 10.9% – 88 – 0
GA
2453
GuoLine Advisory
Singapore
$1.07B +$118M +12% 24.1% 112% 25 12% 2.2
Ironvine Capital Partners
2454
Ironvine Capital Partners
Nebraska
$1.07B +$163M +18% 14.1% 58.8% 62 17.74% 5.3
Steel Grove Capital Advisors
2455
Steel Grove Capital Advisors
Tennessee
$1.07B +$124M +13% 15.1% 106% 237 13.08% 3.1
Graves Light Lenhart Wealth
2456
Graves Light Lenhart Wealth
Virginia
$1.07B +$111M +12% 8.91% 47.7% 207 6.76% 4.9
Oak Harvest Investment Services
2457
Oak Harvest Investment Services
Texas
$1.07B +$113M +12% 18.2% 120% 203 33.5% 2.2
Cypress Capital Group
2458
Cypress Capital Group
Florida
$1.07B +$182M +20% 14.9% 97.8% 320 25% 4.9
Tamar Securities
2459
Tamar Securities
California
$1.07B +$136M +15% 12.3% 84.8% 105 20.95% 2.8
Morgan Stanley Institutional Investment Advisors
2460
Morgan Stanley Institutional Investment Advisors
Colorado
$1.07B +$33.4M +3% 7.33% – 5 0% 1.2
Legacy Advisors
2461
Legacy Advisors
Pennsylvania
$1.07B +$222M +26% 16.7% – 349 23.5% 3.1
Broad Bay Capital Management
2462
Broad Bay Capital Management
New York
$1.07B -$106M -9% 33.5% 338% 37 64.86% 0.8
Center for Financial Planning
2463
Center for Financial Planning
Michigan
$1.07B +$112M +12% 11.6% 64.4% 687 7.28% 4.1
Jag Capital Management
2464
Jag Capital Management
Missouri
$1.07B +$179M +20% 37.7% 230% 176 28.98% 3.5
Uniplan Investment Counsel
2465
Uniplan Investment Counsel
Wisconsin
$1.07B +$92.6M +10% 13.8% 70.5% 225 40.89% 2.2
Bedel Financial Consulting
2466
Bedel Financial Consulting
Indiana
$1.06B +$177M +20% 19.3% 104% 322 12.11% 4.7
Schneider Downs Wealth Management Advisors
2467
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.06B +$157M +17% 9.11% 61.5% 181 16.02% 3.8
NWF Advisory Services
2468
NWF Advisory Services
California
$1.06B +$178M +20% 28.7% 120% 468 14.74% 1.6
Petrus Trust Company
2469
Petrus Trust Company
Texas
$1.06B +$148M +16% 14% 36.9% 30 20% 3.4
Cutler Investment Counsel
2470
Cutler Investment Counsel
Oregon
$1.06B +$91.2M +9% 9.37% 61.8% 159 9.43% 5.3
BDP
2471
Brehaut David Pascal
$1.06B +$154M +17% 17% – 1 0% 0.5
Polaris Capital Management
2472
Polaris Capital Management
Massachusetts
$1.06B -$161M -13% 14.6% 94.4% 90 13.33% 4.5
Synergy Asset Management
2473
Synergy Asset Management
Washington
$1.06B +$119M +13% 22% 97.3% 338 44.38% 1.1
Planning Center Inc
2474
Planning Center Inc
Illinois
$1.06B +$72.6M +7% 6% 38.9% 88 15.91% 2.7
Rhenman & Partners Asset Management
2475
Rhenman & Partners Asset Management
Sweden
$1.06B +$249M +31% 22% 131% 106 25.47% 2.8