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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)
Kettle Hill Capital Management
3001
Kettle Hill Capital Management
New York
$397M -$115M -23% 24.2% 37.4% 80 72.5% 0.3
EEP
3002
Edgehill Endowment Partners
Connecticut
$397M +$21.1M +6% 10.7% 11.6% 11 27.27% 2.1
OPPTF
3003
OPSEU Pension Plan Trust Fund
Ontario, Canada
$397M -$23.6M -6% 11.3% 13.4% 340 28.82% 1.5
CT
3004
Chicago Trust
Illinois
$397M -$68.9M -15% 11.4% 85.9% 340 15.29% 3.2
BPM
3005
Bowling Portfolio Management
Ohio
$397M -$68M -15% 12.7% 45.7% 220 24.55% 4.3
12th Street Asset Management Company
3006
12th Street Asset Management Company
Tennessee
$397M -$40.6M -9% 5.68% 106% 32 25% 2.8
Cove Street Capital
3007
Cove Street Capital
California
$397M -$169M -30% 16% 84.2% 89 8.99% 3
Sensible Financial Planning & Management
3008
Sensible Financial Planning & Management
Massachusetts
$396M +$22.1M +6% 9.05% 24.5% 53 30.19% 3.8
Arena Capital Advisors
3009
Arena Capital Advisors
California
$396M -$262M -40% 1.73% 124% 337 18.4% 0.8
Vanderbilt University
3010
Vanderbilt University
Tennessee
$396M -$90.1M -19% 17.9% 61.8% 54 62.96% 0.5
CIA
3011
Covington Investment Advisors
Pennsylvania
$396M -$82.5M -17% 13.9% 100% 76 0% 5.7
NewView Capital Partners I
3012
NewView Capital Partners I
California
$396M +$314M +383% 12.7% 20.8% 5 60% 0.3
Elk River Wealth Management
3013
Elk River Wealth Management
Colorado
$395M -$62.4M -14% 14.6% 81.8% 118 11.02% 1.3
American Financial Group Inc 401(K) Retirement & Savings Plan
3014
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$395M -$2.13M -0.5% 4.68% 17.8% 1 0% 9
PAX Financial Group
3015
PAX Financial Group
Texas
$395M -$36.1M -8% 12.2% 56% 213 28.17% 1.6
Evolution Wealth Advisors
3016
Evolution Wealth Advisors
Florida
$395M -$91.5M -19% 17.4% 84.5% 132 20.45% 1.8
AGM
3017
Alpine Global Management
New York
$395M -$46.5M -11% 10.2% 149% 717 68.2% 0.3
Sompo Asset Management
3018
Sompo Asset Management
Japan
$395M -$66.6M -14% 11.2% 84.7% 160 10.63% 2.6
Oberweis Asset Management
3019
Oberweis Asset Management
Illinois
$395M -$104M -21% 16.4% 485% 185 22.16% 1.6
Investidor Profissional Gestao de Recursos
3020
Investidor Profissional Gestao de Recursos
Brazil
$395M -$133M -25% 20% 51.8% 28 50% 1.6
NFP Retirement Inc
3021
NFP Retirement Inc
California
$395M -$27.9M -7% 12% 46.7% 254 21.26% 1.2
Columbia Asset Management
3022
Columbia Asset Management
Michigan
$394M – – 12.3% 94.1% 167 – 5.3
Vectors Research Management
3023
Vectors Research Management
New York
$394M -$61.6M -14% 8.7% 67.3% 559 18.07% 2.2
FTV Management Company
3024
FTV Management Company
California
$394M -$131M -25% 23.8% 15.1% 2 0% 0.6
Center for Financial Planning
3025
Center for Financial Planning
Michigan
$394M -$94.2M -19% 15.2% 57.5% 575 6.61% 1.9