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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
SFP
2576
Shepherd Financial Partners
Massachusetts
$369M +$79.9M +28% 20.9% 62.3% 130 16.15%
GWI
2577
Grace & White Inc
New York
$368M +$84.1M +30% 26.3% 61.5% 128 6.25%
PDM
2578
Penn Davis McFarland
Texas
$368M +$80.3M +28% 21.8% 86.8% 48 14.58%
KFGK
2579
Keystone Financial Group (Kentucky)
Kentucky
$368M +$66.2M +22% 19.7% 116% 238 18.91%
KAM
2580
Krensavage Asset Management
New York
$368M +$56.7M +18% 19.5% 113% 13 15.38%
NB
2581
Northwest Bancshares
Pennsylvania
$367M +$166M +83% 16.5% 61.3% 228 47.81%
ADL
2582
Asset Dedication LLC
California
$367M +$31M +9% 17.1% 54.3% 727 16.09%
CM
2583
Columbus Macro
Pennsylvania
$367M +$21.6M +6% 10.8% 46.8% 161 22.36%
NEPWA
2584
New England Private Wealth Advisors
Massachusetts
$366M +$72.1M +25% 17.3% 40.3% 84 11.9%
KJHP
2585
K.J. Harrison & Partners
Ontario, Canada
$366M +$186M +104% 23.4% 122% 221 51.13%
OFM
2586
Omega Fund Management
Massachusetts
$366M +$124M +51% 92.5% 112% 16 6.25%
PRCP
2587
Pacific Ridge Capital Partners
Oregon
$366M +$98.6M +37% 25.3% 112% 129 9.3%
UONDDL
2588
University of Notre Dame du Lac
Indiana
$365M +$40.8M +13% 30.9% 63 65.08%
IR
2589
IAT Reinsurance
New York
$365M +$11.7M +3% 14.7% 22.4% 97 19.59%
MFW
2590
Meristem Family Wealth
Minnesota
$365M +$39.5M +12% 19.5% 67.7% 203 11.33%
CIEP
2591
Constellation Investimentos e Participacoes
Brazil
$364M +$210M +136% 102% 172% 4 25%
MBT
2592
Montecito Bank & Trust
California
$364M +$59.1M +19% 17.4% 207 12.08%
CANC
2593
Culbertson A N & Co
Virginia
$364M +$55M +18% 18% 80.7% 109 3.67%
CPH
2594
C Partners Holding
Switzerland
$364M -$27.2M -7% 27.1% 31.6% 23 0%
WDL
2595
Well Done LLC
Michigan
$364M +$33.4M +10% 14.9% 77% 159 23.9%
AIA
2596
Arbor Investment Advisors
North Carolina
$363M +$60.3M +20% 16% 44.3% 85 16.47%
ACMV
2597
August Capital Management V
California
$363M +$98.4M +37% 164% 1 0%
TM
2598
Tiger Management
New York
$363M +$64.9M +22% 40.8% 57 52.63%
BCA
2599
Biltmore Capital Advisors
New Jersey
$362M +$81.6M +29% 16.1% 80.4% 85 30.59%
RPC
2600
Rossmore Private Capital
Connecticut
$362M +$72.8M +25% 19.3% 66.3% 178 21.91%