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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)
Rodgers Brothers
2626
Rodgers Brothers
Pennsylvania
$369M +$53.8M +17% 19.3% 108% 199 13.07% 4.4
Bell Asset Management
2627
Bell Asset Management
Australia
$369M +$47.9M +15% 20.5% 45.3% 63 7.94% 1.8
Shepherd Financial Partners
2628
Shepherd Financial Partners
Massachusetts
$369M +$79.9M +28% 20.9% 78% 130 16.15% 2.1
GWI
2629
Grace & White Inc
New York
$368M +$84.1M +30% 26.3% 59.6% 128 6.25% 5.3
Penn Davis McFarland
2630
Penn Davis McFarland
Texas
$368M +$80.3M +28% 21.8% 100% 48 14.58% 2.9
Keystone Financial Group (Kentucky)
2631
Keystone Financial Group (Kentucky)
Kentucky
$368M +$66.2M +22% 19.7% 116% 238 18.91% 1.6
Krensavage Asset Management
2632
Krensavage Asset Management
New York
$368M +$56.7M +18% 19.5% 124% 13 15.38% 2.6
Northwest Bancshares
2633
Northwest Bancshares
Pennsylvania
$367M +$166M +83% 16.5% 84.8% 228 47.81% 1.2
Asset Dedication LLC
2634
Asset Dedication LLC
California
$367M +$31M +9% 17.1% 67.8% 727 16.09% 2.5
Tikehau Investment Management
2635
Tikehau Investment Management
France
$367M -$419M -53% 15% 102% 19 36.84% 1
Columbus Macro
2636
Columbus Macro
Pennsylvania
$367M +$21.6M +6% 10.8% 48.7% 161 22.36% 1.5
New England Private Wealth Advisors
2637
New England Private Wealth Advisors
Massachusetts
$366M +$72.1M +25% 17.3% 55.8% 84 11.9% 4.3
K.J. Harrison & Partners
2638
K.J. Harrison & Partners
Ontario, Canada
$366M +$186M +104% 23.4% 140% 221 51.13% 1.8
Omega Fund Management
2639
Omega Fund Management
Massachusetts
$366M +$124M +51% 92.5% 106% 16 6.25% 2.5
Pacific Ridge Capital Partners
2640
Pacific Ridge Capital Partners
Oregon
$366M +$98.6M +37% 25.3% 149% 129 9.3% 4.1
University of Notre Dame du Lac
2641
University of Notre Dame du Lac
Indiana
$365M +$40.8M +13% 30.9% – 63 65.08% 1.2
IR
2642
IAT Reinsurance
New York
$365M +$11.7M +3% 14.7% 60.2% 97 19.59% 3.3
Meristem Family Wealth
2643
Meristem Family Wealth
Minnesota
$365M +$39.5M +12% 19.5% 67.7% 203 11.33% 2.8
Constellation Investimentos e Participacoes
2644
Constellation Investimentos e Participacoes
Brazil
$364M +$210M +136% 102% 172% 4 25% 0.6
Montecito Bank & Trust
2645
Montecito Bank & Trust
California
$364M +$59.1M +19% 17.4% – 207 12.08% 3.8
CANC
2646
Culbertson A N & Co
Virginia
$364M +$55M +18% 18% 87.5% 109 3.67% 5.3
CPH
2647
C Partners Holding
Switzerland
$364M -$27.2M -7% 27.1% 25.6% 23 0% 2.7
Well Done LLC
2648
Well Done LLC
Michigan
$364M +$33.4M +10% 14.9% 80.4% 159 23.9% 2.3
Arbor Investment Advisors
2649
Arbor Investment Advisors
North Carolina
$363M +$60.3M +20% 16% 48.5% 85 16.47% 3.2
August Capital Management V
2650
August Capital Management V
California
$363M +$98.4M +37% 164% – 1 0% 0.5