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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)
Sheets Smith Wealth Management
2451
Sheets Smith Wealth Management
North Carolina
$855M +$49.9M +6% 7.65% 83.4% 411 16.79% 4.8
Mason Street Advisors
2452
Mason Street Advisors
Wisconsin
$855M +$68.4M +9% 3.57% 32% 15 13.33% 2.8
Relyea Zuckerberg Hanson
2453
Relyea Zuckerberg Hanson
Connecticut
$853M +$111M +15% 11.8% 95.9% 273 12.82% 2.9
Rock Creek Group
2454
Rock Creek Group
District of Columbia
$853M +$8.61M +1% 4.58% 37.2% 61 45.9% 1.5
Curated Wealth Partners
2455
Curated Wealth Partners
California
$853M +$79.8M +10% 10.3% 39.9% 169 17.16% 0.7
Ashford Capital Management
2456
Ashford Capital Management
Delaware
$851M +$75.6M +10% 11.9% 150% 108 13.89% 4.4
PFMOSF
2457
Philadelphia Financial Management of San Francisco
California
$851M +$340M +67% 15.3% 209% 81 72.84% 0.3
U.S. Global Investors (USGI)
2458
U.S. Global Investors (USGI)
Texas
$850M +$92.9M +12% 9.44% 151% 161 28.57% 2.1
Cooper Financial Group
2459
Cooper Financial Group
California
$850M +$91.1M +12% 10.8% 87.2% 417 19.42% 2.6
HCR Wealth Advisors
2460
HCR Wealth Advisors
California
$850M +$81.6M +11% 11.1% 107% 245 9.39% 4.1
Tran Capital Management
2461
Tran Capital Management
California
$850M +$106M +14% 22.4% 173% 71 12.68% 2.6
Portland Global Advisors
2462
Portland Global Advisors
Maine
$849M +$55.7M +7% 7.88% 43.4% 141 8.51% 6.3
Broad Bay Capital Management
2463
Broad Bay Capital Management
New York
$849M +$167M +24% 16.2% 338% 32 62.5% 1.4
L.J. Altfest & Co
2464
L.J. Altfest & Co
New York
$848M +$50.5M +6% 9.09% 90.3% 372 25% 3.6
Tanager Wealth Management
2465
Tanager Wealth Management
United Kingdom
$848M +$79M +10% 7.44% 53.4% 132 18.94% 1.7
Turtle Creek Wealth Advisors
2466
Turtle Creek Wealth Advisors
Texas
$847M +$177M +26% 10.6% 112% 270 56.67% 0.4
PGCM
2467
Prescott Group Capital Management
Oklahoma
$847M +$158M +23% 17% 148% 266 17.29% 2.4
Griffin Asset Management
2468
Griffin Asset Management
New York
$847M +$30M +4% 9.43% 88.9% 221 16.29% 5.7
Providence Equity Partners
2469
Providence Equity Partners
Rhode Island
$847M +$76.1M +10% 10.4% 12.4% 3 0% 3.8
Polymer Capital Management
2470
Polymer Capital Management
New York
$846M +$459M +118% 16.2% – 805 65.47% 0.2
NJ State Employees Deferred Compensation Plan
2471
NJ State Employees Deferred Compensation Plan
New Jersey
$846M +$67.1M +9% 12.7% 127% 450 4.22% 8.1
Ullmann Wealth Partners Group
2472
Ullmann Wealth Partners Group
Florida
$846M +$93.7M +12% 9.41% 62.2% 148 8.78% 3.5
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
2473
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$846M +$362M +75% 19% 1,119% 60 16.67% 1.2
Great Lakes Retirement
2474
Great Lakes Retirement
Ohio
$844M +$81.1M +11% 11.6% 108% 220 16.36% 2.4
Steel Grove Capital Advisors
2475
Steel Grove Capital Advisors
Tennessee
$844M +$183M +28% 12.8% 106% 194 21.13% 3.3