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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 Time
Held (Qtrs)
GLLW
2451
Graves Light Lenhart Wealth
Virginia
$1.07B +$111M +12% 8.91% 47.7% 207 6.76% 19.8
OHIS
2452
Oak Harvest Investment Services
Texas
$1.07B +$113M +12% 18.2% 112% 203 33.5% 8.9
CCG
2453
Cypress Capital Group
Florida
$1.07B +$182M +20% 14.9% 97.8% 320 25% 19.6
TS
2454
Tamar Securities
California
$1.07B +$136M +15% 12.3% 84.8% 105 20.95% 11.1
MSIIA
2455
Morgan Stanley Institutional Investment Advisors
Colorado
$1.07B +$33.4M +3% 7.33% – 5 0% 4.6
LA
2456
Legacy Advisors
Pennsylvania
$1.07B +$222M +26% 16.7% – 349 23.5% 12.2
BBCM
2457
Broad Bay Capital Management
New York
$1.07B -$106M -9% 33.5% 338% 37 64.86% 3.3
CFFP
2458
Center for Financial Planning
Michigan
$1.07B +$112M +12% 11.6% 57.5% 687 7.28% 16.3
JCM
2459
Jag Capital Management
Missouri
$1.07B +$179M +20% 37.7% 230% 176 28.98% 14.2
UIC
2460
Uniplan Investment Counsel
Wisconsin
$1.07B +$92.6M +10% 13.8% 70.5% 225 40.89% 8.8
BFC
2461
Bedel Financial Consulting
Indiana
$1.06B +$177M +20% 19.3% 104% 322 12.11% 18.7
SDWMA
2462
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.06B +$157M +17% 9.11% 55% 181 16.02% 15.3
NAS
2463
NWF Advisory Services
California
$1.06B +$178M +20% 28.7% 111% 468 14.74% 6.3
PTC
2464
Petrus Trust Company
Texas
$1.06B +$148M +16% 14% 36.9% 30 20% 13.6
CIC
2465
Cutler Investment Counsel
Oregon
$1.06B +$91.2M +9% 9.37% 56.2% 159 9.43% 21
BDP
2466
Brehaut David Pascal
$1.06B +$154M +17% 17% – 1 0% 2
PCM
2467
Polaris Capital Management
Massachusetts
$1.06B -$161M -13% 14.6% 94.3% 90 13.33% 18
SAM
2468
Synergy Asset Management
Washington
$1.06B +$119M +13% 22% 97.3% 338 44.38% 4.3
PCI
2469
Planning Center Inc
Illinois
$1.06B +$72.6M +7% 6% 38.9% 88 15.91% 10.9
RPAM
2470
Rhenman & Partners Asset Management
Sweden
$1.06B +$249M +31% 22% 131% 106 25.47% 11.3
JSC
2471
J. Stern & Co
United Kingdom
$1.06B +$27.8M +3% 8.57% – 51 3.92% 6.6
GX
2472
Greylock XIV
California
$1.06B -$178M -14% 14.4% – 1 0% 2
RCIM
2473
Red Cedar Investment Management
Michigan
$1.06B +$91.3M +9% 10.2% 81.4% 95 9.47% 12
MPMG
2474
Minneapolis Portfolio Management Group
Minnesota
$1.06B +$113M +12% 20.8% 140% 35 8.57% 19
CIP
2475
Convergence Investment Partners
Florida
$1.06B +$444M +73% 37.3% 284% 292 36.99% 12.3