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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)
PFBT
3026
Parkside Financial Bank & Trust
Missouri
$148M +$19.5M +15% 8.64% 73.6% 164 19.51% 0.4
PRCP
3027
Pacific Ridge Capital Partners
Oregon
$147M – – 11.5% 149% 144 – 0
RCM
3028
Royal Capital Management
New York
$147M -$26M -15% 13% – 23 30.43% 0.4
IRS
3029
Invictus RG (Singapore)
Singapore
$147M +$29.8M +25% 10.5% – 756 48.41% 0.3
SA
3030
Strategic Advisors
New York
$147M +$25.2M +21% 9.41% 105% 138 17.39% 0.4
ROC
3031
Robertson Opportunity Capital
Texas
$147M +$13.8M +10% 11.4% 93.4% 31 16.13% 0.5
GIM
3032
Greenwich Investment Management
Connecticut
$147M – – 6.21% – 31 – 0
LFG
3033
LifePlan Financial Group
Ohio
$147M +$23.7M +19% 5.71% 20.2% 266 13.53% 0.4
PIA
3034
Peachtree Investment Advisors
Georgia
$147M – – 5.2% 24.2% 130 – 0
NVPX
3035
Norwest Venture Partners XI
California
$147M – – 19.1% – 1 – 0
IT
3036
Independence Trust
Tennessee
$147M +$11M +8% 9.75% 28.9% 118 15.25% 0.4
VIA
3037
Vantage Investment Advisors
Pennsylvania
$146M – – 9.2% 56.3% 646 – 0
LD
3038
Lipe & Dalton
New York
$146M +$10M +7% 7.4% 101% 66 16.67% 0.4
LRM
3039
Lime Rock Management
Connecticut
$146M +$3.08M +2% 16.8% 40.2% 2 0% 0.5
DR
3040
Davis Rea
Ontario, Canada
$146M +$17.2M +13% 6% 66.9% 51 23.53% 0.4
WPIC
3041
White Pine Investment Company
Michigan
$146M +$14.6M +11% 8.27% 66.3% 54 11.11% 0.4
SC
3042
Schulhoff & Co
Ohio
$146M +$7.92M +6% 8% 51.8% 108 4.63% 0.5
DTL
3043
Dynamic Technology Lab
Singapore
$146M +$21.7M +17% 6.66% 30.8% 844 85.55% 0.1
MWVC
3044
Morgens Waterfall Vintiadis & Co
New York
$146M +$9.75M +7% 20.1% 594% 59 61.02% 0.2
CWM
3045
Cranbrook Wealth Management
Michigan
$146M – – 6.63% 48.8% 263 – 0
CC
3046
Cipher Capital
New York
$146M +$74M +103% 7.67% – 389 77.38% 0.1
CCAM
3047
Coupland Cardiff Asset Management
United Kingdom
$146M +$110M +305% 34.5% – 7 57.14% 0.1
EPCA
3048
Elizabeth Park Capital Advisors
Ohio
$146M – – 14.7% 119% 47 – 0
UAS
3049
United Asset Strategies
New York
$146M -$12.2M -8% 7.72% 94.6% 103 32.04% 0.4
SWK
3050
Stephen W. Kidder
$145M +$15.9M +12% 10.1% 94.7% 64 7.81% 0.5