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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)
Ararat Capital Management
3801
Ararat Capital Management
Connecticut
$313M -$4.98M -2% 8.24% 99.2% 20 25% 0.9
TM
3802
Tikvah Management
North Carolina
$313M -$45.8M -13% 16.2% 169% 25 24% 2.4
First Commonwealth Financial Corp
3803
First Commonwealth Financial Corp
Pennsylvania
$313M +$2.7M +0.9% 3.88% 72.9% 189 12.7% 3.7
AlpInvest Partners
3804
AlpInvest Partners
Netherlands
$312M +$41.3M +15% 10.8% 138% 27 29.63% 0.4
Frank Rimerman Advisors
3805
Frank Rimerman Advisors
California
$312M +$14.2M +5% 8.59% 149% 127 13.39% 0.9
True Wind Capital Management
3806
True Wind Capital Management
California
$312M -$100M -24% 23.7% 59.6% 3 0% 0.3
RB Capital Management
3807
RB Capital Management
Nevada
$312M -$8.77M -3% 4.62% 79.4% 179 7.26% 3.1
Callodine Capital Management
3808
Callodine Capital Management
Massachusetts
$311M +$53.5M +21% 0.94% 53.8% 51 39.22% 1.2
Frisch Financial Group
3809
Frisch Financial Group
New York
$311M -$7.6M -2% 3.62% 66.6% 164 20.73% 2
PFMOSF
3810
Philadelphia Financial Management of San Francisco
California
$311M +$21.6M +7% 0.8% 209% 51 62.75% 0.4
Hunter Associates Investment Management
3811
Hunter Associates Investment Management
Pennsylvania
$311M -$39M -11% 5.39% 81.7% 160 10% 4.8
Crossvault Capital Management
3812
Crossvault Capital Management
Texas
$310M -$23M -7% 2.62% 56.4% 84 7.14% 4.3
UNC Management Company
3813
UNC Management Company
North Carolina
$310M +$174M +129% 1.74% 92% 17 88.24% 0.1
Court Place Advisors
3814
Court Place Advisors
Maryland
$310M -$53.1M -15% 0.85% 92% 188 10.11% 5.7
Atlantic Investment Management
3815
Atlantic Investment Management
New York
$310M -$48.4M -14% 3.84% 28.8% 11 9.09% 2.2
Carderock Capital Management
3816
Carderock Capital Management
Maryland
$310M -$107M -26% 10.5% 97.6% 81 12.35% 4.9
SWK
3817
Stephen W. Kidder
$310M -$19.6M -6% 4.85% 94.7% 80 16.25% 5.7
Roof Eidam Maycock Peralta (REMP)
3818
Roof Eidam Maycock Peralta (REMP)
California
$310M +$13.4M +5% 3.58% 62.3% 109 5.5% 4.2
Peddock Capital Advisors
3819
Peddock Capital Advisors
Massachusetts
$309M +$5.85M +2% 1.64% 113% 162 14.81% 4.1
Monument Capital Management
3820
Monument Capital Management
Virginia
$308M -$13.9M -4% 2.97% 170% 163 31.29% 1.7
RL
3821
RPO LLC
Connecticut
$308M -$15.2M -5% 0.01% 66.2% 208 55.29% 0.2
KCM
3822
Kynam Capital Management
New Jersey
$308M +$121M +65% 11.7% 320% 37 24.32% 0.2
FCT
3823
Family Capital Trust
Massachusetts
$308M -$49.8M -14% 11.6% 39.1% 54 7.41% 6.4
MGM
3824
Miura Global Management
New York
$308M -$282M -48% 13% 375% 36 47.22% 0.9
AFS
3825
Annapolis Financial Services
Maryland
$308M -$14.2M -4% 4.34% 15% 521 11.9% 1