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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)
Pacific Ridge Capital Partners
2726
Pacific Ridge Capital Partners
Oregon
$552M +$23.8M +5% 5.48% 149% 132 13.64% 4.3
Keystone Financial Group (Kentucky)
2727
Keystone Financial Group (Kentucky)
Kentucky
$552M +$38.7M +8% 7.07% 116% 299 8.7% 2
RI
2728
RPTC Inc
Wyoming
$552M +$49.3M +10% 9.66% 66.4% 5 0% 3.2
Institutional Venture Management XIV
2729
Institutional Venture Management XIV
California
$551M +$456M +479% 13.6% 18.1% 4 50% 0.9
Mandatum Life Insurance Company
2730
Mandatum Life Insurance Company
Finland
$551M +$45.9M +9% 5.27% 95.9% 114 9.65% 3.5
Strategic Global Advisors
2731
Strategic Global Advisors
California
$551M -$4.7M -0.8% 7.89% 137% 192 39.06% 1.6
MIC Capital Partners (Public) (US) IM
2732
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$550M +$141M +34% 2.87% – 23 30.43% 0.7
Proffitt & Goodson
2733
Proffitt & Goodson
Tennessee
$550M +$21.2M +4% 4.74% 48.5% 268 5.6% 2.4
VM
2734
VPR Management
Texas
$550M +$44.2M +9% 8.77% 54.5% 28 3.57% 2.7
Alley Company
2735
Alley Company
Illinois
$550M +$43.9M +9% 6.12% 88.2% 89 7.87% 5.2
Front Street Capital Management
2736
Front Street Capital Management
Montana
$550M +$21.3M +4% 4.74% 316% 66 6.06% 3.2
Covenant Multifamily Offices
2737
Covenant Multifamily Offices
Texas
$549M +$60.1M +12% 5.31% 38.3% 256 35.94% 1
Moloney Securities Asset Management
2738
Moloney Securities Asset Management
Missouri
$549M +$41.5M +8% 7.88% 86% 475 22.11% 2
GWI
2739
Grace & White Inc
New York
$549M +$25.6M +5% 7.97% 59.6% 135 6.67% 5.7
MGM
2740
Miura Global Management
New York
$548M -$12M -2% 13.4% 375% 38 39.47% 1
Valley National Advisers
2741
Valley National Advisers
Pennsylvania
$548M +$35.9M +7% 5.17% 87.2% 959 8.86% 3.4
Patriot Financial Group Insurance Agency
2742
Patriot Financial Group Insurance Agency
Massachusetts
$547M +$111M +25% 7.11% 97.3% 2,218 11.36% 1.9
Tradewinds Capital Management
2743
Tradewinds Capital Management
Washington
$546M +$43.6M +9% 5.95% 96.9% 848 13.56% 3.6
Fort Point Capital Partners
2744
Fort Point Capital Partners
California
$546M +$80.2M +17% 6.17% 62.2% 169 13.02% 2.6
Biltmore Capital Advisors
2745
Biltmore Capital Advisors
New Jersey
$545M +$83.5M +18% 11% 80.4% 157 26.11% 0.8
McCutchen Group
2746
McCutchen Group
Washington
$545M +$47.5M +10% 6.68% 2.54% 24 0% 5.9
FPCM
2747
Financial Partners Capital Management
New York
$545M +$50.4M +10% 9.5% 34.2% 114 6.14% 3.3
Ashmore Group
2748
Ashmore Group
United Kingdom
$545M +$55.6M +11% 15.8% 103% 31 16.13% 1.6
Baker Hughes Holdings
2749
Baker Hughes Holdings
Texas
$544M -$171M -24% 4.84% 38.6% 2 0% 0.5
Infrastructure Capital Advisors
2750
Infrastructure Capital Advisors
New York
$543M +$191M +54% 17.2% 52% 80 50% 1