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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)
Shaker Investments
4301
Shaker Investments
Ohio
$227M +$10.4M +5% 5.69% 205% 98 10.2% 2.5
CNBT
4302
Cornerstone National Bank & Trust
Illinois
$227M -$1.92M -0.8% 0.81% 38.5% 62 3.23% 1.5
Gainplan
4303
Gainplan
Michigan
$227M -$27M -11% 1.04% 103% 87 52.87% 1
DA
4304
DCF Advisers
Connecticut
$227M -$55.7M -20% 1.84% 372% 105 34.29% 1
Fermata Advisors
4305
Fermata Advisors
California
$226M +$54.4M +32% 1.07% 58.3% 186 24.19% 0.3
Thomas J. Herzfeld Advisors
4306
Thomas J. Herzfeld Advisors
Florida
$226M -$14.1M -6% 0.86% 17.7% 388 18.56% 2
Biechele Royce Advisors
4307
Biechele Royce Advisors
Indiana
$226M -$4.79M -2% 4.06% 39.2% 59 16.95% 2.3
Horan Capital Advisors
4308
Horan Capital Advisors
Ohio
$226M +$4.48M +2% 0.23% 26.6% 93 9.68% 3.9
Oakcliff Capital Partners
4309
Oakcliff Capital Partners
New York
$226M -$6.27M -3% 4.45% 133% 10 0% 3.2
Running Point Capital Advisors
4310
Running Point Capital Advisors
California
$226M +$5.58M +3% 1.13% 52.1% 175 16.57% 0.6
Axar Capital Management
4311
Axar Capital Management
New York
$225M -$9.49M -4% 5.65% 680% 3 0% 2.1
Evolutionary Tree Capital Management
4312
Evolutionary Tree Capital Management
Virginia
$225M +$8.52M +4% 0.88% 139% 47 14.89% 0.6
Revolution Growth Management Company
4313
Revolution Growth Management Company
District of Columbia
$225M +$140M +164% 15.5% 23.5% 3 33.33% 0.2
Daily Journal Corp
4314
Daily Journal Corp
California
$225M +$12.1M +6% 4.67% 108% 5 0% 6.3
Palouse Capital Management
4315
Palouse Capital Management
Washington
$225M -$3.97M -2% 1.07% 67.8% 102 10.78% 2.2
CWM
4316
Cedar Wealth Management
California
$225M +$2.96M +1% 1.95% 68.1% 282 8.87% 2.1
Cadent Capital Advisors
4317
Cadent Capital Advisors
Oklahoma
$225M -$15.7M -7% 1% 106% 148 16.89% 0.7
GA
4318
Greytown Advisors
Florida
$225M +$18.3M +9% 1.46% 14.1% 117 17.09% 2.2
Unio Capital
4319
Unio Capital
New Jersey
$225M +$378K +0.2% 3.22% 97.8% 59 6.78% 2.6
KPCB XVI Associates
4320
KPCB XVI Associates
California
$225M +$7.35M +3% 33.2% – 3 33.33% 0.3
Jackson Grant Investment Advisers
4321
Jackson Grant Investment Advisers
Connecticut
$225M -$3.01M -1% 0.58% 54.3% 380 8.68% 2.9
Delta Financial Advisors
4322
Delta Financial Advisors
Louisiana
$225M -$2.92M -1% 1.1% 107% 118 4.24% 1.9
Old Point Trust & Financial Services N A
4323
Old Point Trust & Financial Services N A
Virginia
$224M -$2.16M -1% 0.24% 87.3% 74 1.35% 6
Godsey & Gibb Inc
4324
Godsey & Gibb Inc
Virginia
$224M +$56.8M +34% 1.09% 87.5% 141 66.67% 0.8
SA
4325
SoftVest Advisors
Texas
$224M -$31.5M -12% 18.8% 178% 10 10% 0.8