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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
SIRP
2751
Shelter Insurance Retirement Plan
Missouri
$219M +$91K +0% 2.12% 51.1% 42 4.76%
GMA
2752
Goldstein Munger & Associates
California
$219M +$2.55M +1% 3.29% 11.9% 32 3.13%
AJ
2753
Ashburton (Jersey)
Jersey
$219M -$21.4M -9% 5.24% 84 33.33%
YEPV
2754
Yorktown Energy Partners VII
New York
$219M +$13.3M +6% 10.7% 22.4% 3 0%
IAM
2755
Ion Asset Management
Israel
$219M +$6.67M +3% 10.7% 125% 19 36.84%
FCM
2756
Farmstead Capital Management
New Jersey
$218M -$37.2M -15% 14.7% 14 50%
CIM
2757
Castleton Investment Management
Connecticut
$218M +$7.48M +4% 5.34% 15.1% 69 57.97%
RSS
2758
Rosenblum Silverman Sutton
California
$218M +$10.1M +5% 11.2% 95.4% 72 16.67%
GIPM
2759
G2 Investment Partners Management
New York
$218M +$1.3M +0.6% 30.1% 773% 115 49.57%
PFBT
2760
Parkside Financial Bank & Trust
Missouri
$218M +$12.5M +6% 3.4% 63.3% 1,158 9.67%
OSNBOA
2761
Old Second National Bank of Aurora
Illinois
$218M +$3.35M +2% 4.3% 89.5% 345 7.83%
UBWV
2762
United Bank (West Virginia)
West Virginia
$218M +$102K +0% 3.57% 22.5% 103 2.91%
CGI
2763
Calixto Global Investors
Florida
$218M +$34.5M +19% 21.9% 180% 16 50%
TL
2764
TowerView LLC
New York
$218M +$1.75M +0.8% 5.61% 23.3% 31 22.58%
SG
2765
Standard General
New York
$217M -$24.8M -10% 13.2% 112% 4 0%
MWP
2766
Moller Wealth Partners
$217M +$13.2M +6% 3.34% 41.4% 44 6.82%
BA
2767
BKS Advisors
Michigan
$217M +$22.7M +12% 5.85% 57.9% 250 35.6%
DA
2768
Dillon & Associates
Michigan
$217M -$970K -0.4% 3.2% 92% 74 10.81%
III
2769
Independent Investors Inc
New York
$216M +$9.82M +5% 5.58% 61.6% 82 6.1%
MMG
2770
Monetary Management Group
Missouri
$216M +$1.21M +0.6% 2.87% 99.8% 341 11.44%
WI
2771
Wintrust Investments
Illinois
$216M +$165M +325% 3.95% 27.5% 226 33.19%
WA
2772
Wealth Architects
California
$216M +$9.57M +5% 5.32% 80.1% 119 9.24%
RP
2773
Rowlandmiller & Partners
Georgia
$216M -$1.39M -0.6% 2.09% 84% 127 8.66%
F
2774
Filament
Washington
$216M +$9.68M +5% 3.91% 46.9% 34 14.71%
PA
2775
Paracle Advisors
Washington
$216M +$25.5M +13% 2.74% 30.9% 45 33.33%