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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
MSA
2451
Mason Street Advisors
Wisconsin
$855M +$68.4M +9% 3.57% 32% 15 13.33%
RZH
2452
Relyea Zuckerberg Hanson
Connecticut
$853M +$111M +15% 11.8% 84.4% 273 12.82%
RCG
2453
Rock Creek Group
District of Columbia
$853M +$8.61M +1% 4.58% 37.2% 61 45.9%
CWP
2454
Curated Wealth Partners
California
$853M +$79.8M +10% 10.3% 48.7% 169 17.16%
ACM
2455
Ashford Capital Management
Delaware
$851M +$75.6M +10% 11.9% 150% 108 13.89%
PFMOSF
2456
Philadelphia Financial Management of San Francisco
California
$851M +$340M +67% 15.3% 209% 81 72.84%
USGIU
2457
U.S. Global Investors (USGI)
Texas
$850M +$92.9M +12% 9.44% 119% 161 28.57%
CFG
2458
Cooper Financial Group
California
$850M +$91.1M +12% 10.8% 78.6% 417 19.42%
HWA
2459
HCR Wealth Advisors
California
$850M +$81.6M +11% 11.1% 91% 245 9.39%
TCM
2460
Tran Capital Management
California
$850M +$106M +14% 22.4% 149% 71 12.68%
PGA
2461
Portland Global Advisors
Maine
$849M +$55.7M +7% 7.88% 43.4% 141 8.51%
BBCM
2462
Broad Bay Capital Management
New York
$849M +$167M +24% 16.2% 338% 32 62.5%
LJAC
2463
L.J. Altfest & Co
New York
$848M +$50.5M +6% 9.09% 90.3% 372 25%
TWM
2464
Tanager Wealth Management
United Kingdom
$848M +$79M +10% 7.44% 48.1% 132 18.94%
TCWA
2465
Turtle Creek Wealth Advisors
Texas
$847M +$177M +26% 10.6% 270 56.67%
PGCM
2466
Prescott Group Capital Management
Oklahoma
$847M +$158M +23% 17% 148% 266 17.29%
GAM
2467
Griffin Asset Management
New York
$847M +$30M +4% 9.43% 80.7% 221 16.29%
PEP
2468
Providence Equity Partners
Rhode Island
$847M +$76.1M +10% 10.4% 12.4% 3 0%
PCM
2469
Polymer Capital Management
New York
$846M +$459M +118% 16.2% 805 65.47%
NSEDCP
2470
NJ State Employees Deferred Compensation Plan
New Jersey
$846M +$67.1M +9% 12.7% 127% 450 4.22%
UWPG
2471
Ullmann Wealth Partners Group
Florida
$846M +$93.7M +12% 9.41% 62.2% 148 8.78%
NNPTE
2472
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$846M +$362M +75% 19% 1,119% 60 16.67%
GLR
2473
Great Lakes Retirement
Ohio
$844M +$81.1M +11% 11.6% 108% 220 16.36%
SGCA
2474
Steel Grove Capital Advisors
Tennessee
$844M +$183M +28% 12.8% 93% 194 21.13%
AGAM
2475
Avalon Global Asset Management
California
$843M +$129M +18% 29.4% 278% 55 52.73%