We are live on ! Find out more

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
SMI
3051
Shelter Mutual Insurance
Missouri
$268M +$29.1M +12% 14.2% 46.6% 47 12.77%
SP
3052
StackLine Partners
New York
$268M +$74.1M +38% 32.9% 12.7% 14 35.71%
PSP
3053
Principal Street Partners
Tennessee
$268M +$29.5M +12% 19.4% 73% 147 24.49%
ATI
3054
Act Two Investors
California
$268M +$51.3M +24% 22.9% 52.9% 31 12.9%
PC
3055
Permit Capital
Pennsylvania
$268M +$26.7M +11% 14.6% 76% 24 8.33%
MCP
3056
Mirador Capital Partners
California
$268M +$28.2M +12% 17.9% 102% 154 12.34%
YU
3057
Yale University
Connecticut
$267M $0 0% 24.4% 41.5% 9 0%
MJP
3058
Michael J. Puzo
$267M +$40.1M +18% 18.4% 60.3% 76 11.84%
TFF
3059
The Family Firm
Maryland
$267M +$32.2M +14% 15.9% 40.2% 143 12.59%
MCM
3060
McRae Capital Management
New Jersey
$267M +$61.8M +30% 34% 59.2% 92 8.7%
SWM
3061
Stockman Wealth Management
Montana
$267M +$41.5M +18% 17.7% 61.9% 172 11.63%
EIP
3062
Ellis Investment Partners
Pennsylvania
$267M +$55.9M +27% 18.5% 51% 779 13.86%
CC
3063
Cannell Capital
Wyoming
$267M +$26.2M +11% 64.7% 130% 59 32.2%
SIG
3064
Sargent Investment Group
Maryland
$266M +$48.8M +22% 31.5% 105% 154 16.23%
HC
3065
Hamilton Capital
Ohio
$266M -$6.45M -2% 16.9% 42 26.19%
PJB
3066
Paul John Balson
California
$266M +$79.1M +42% 40.7% 78 23.08%
OWM
3067
Orgel Wealth Management
Wisconsin
$265M +$13.1M +5% 12.5% 36.6% 54 31.48%
GMA
3068
Goldstein Munger & Associates
California
$265M +$62.2M +31% 19% 11.9% 39 10.26%
PAS
3069
Partnervest Advisory Services
California
$265M +$42.4M +19% 21.6% 45.1% 260 35%
WCMN
3070
Westchester Capital Management (Nebraska)
Nebraska
$265M +$41.4M +19% 16.7% 107% 51 19.61%
NB
3071
Nicolet Bankshares
Wisconsin
$265M +$43.4M +20% 15.9% 63.9% 187 17.65%
SIA
3072
Strategic Investment Advisors
Michigan
$265M +$47.1M +22% 13.1% 56.1% 180 23.89%
PC
3073
Permanens Capital
New York
$265M -$52M -16% 22.5% 74.7% 130 27.69%
DMC
3074
Drexel Morgan & Co
Pennsylvania
$265M +$6.57M +3% 13.2% 42% 97 14.43%
MMG
3075
Monetary Management Group
Missouri
$265M +$38.7M +17% 24.6% 99.8% 289 10.73%