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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)
Ballast Advisors
4326
Ballast Advisors
Minnesota
$261M +$21M +9% 7.72% 66.7% 185 5.41% 1.7
Wilshire Advisors
4327
Wilshire Advisors
California
$261M +$223M +595% 3.99% 118% 14 35.71% 2.2
13D Management
4328
13D Management
New York
$261M -$7.9M -3% 5.89% 157% 33 18.18% 1.9
Mokosak Advisory Group
4329
Mokosak Advisory Group
Iowa
$261M +$19.6M +8% 6.48% 59.2% 26 3.85% 2.1
Tenzing Global Management
4330
Tenzing Global Management
California
$261M -$35.3M -12% 11.1% 273% 16 43.75% 1.5
Gemsstock Ltd
4331
Gemsstock Ltd
United Kingdom
$260M +$40M +18% 13.4% 149% 19 26.32% 0.7
Foundation Capital
4332
Foundation Capital
California
$260M – – 27.2% – 4 – 1.8
Fourpath Capital Management
4333
Fourpath Capital Management
Oklahoma
$260M – – 6.9% 82.1% 161 – 0
RM
4334
Rudius Management
New York
$260M +$24.2M +10% 9.93% 8.92% 5 0% 0.9
Elizabeth Park Capital Advisors
4335
Elizabeth Park Capital Advisors
Ohio
$260M -$24.3M -9% 8.33% 119% 57 19.3% 1.2
One01 Capital
4336
One01 Capital
California
$260M -$25M -9% 7.97% 123% 28 64.29% 0.4
Scissortail Wealth Management
4337
Scissortail Wealth Management
Oklahoma
$260M – – 6.89% 71.9% 123 – 0
PhiloSmith Capital
4338
PhiloSmith Capital
Connecticut
$260M +$26.3M +11% 11.1% 47% 30 0% 4.1
Pinz Capital Management
4339
Pinz Capital Management
New York
$260M +$38.4M +17% 6.92% 199% 499 97.8% 0
Windward Private Wealth Management
4340
Windward Private Wealth Management
Kansas
$259M +$13.3M +5% 2.82% 35.5% 47 6.38% 0.9
Daily Journal Corp
4341
Daily Journal Corp
California
$259M +$33.4M +15% 2.77% 109% 5 0% 6.6
Compass Group
4342
Compass Group
New York
$259M -$41.9M -14% 7.43% 64.6% 22 22.73% 1.6
McLean Asset Management
4343
McLean Asset Management
Virginia
$259M -$1.88M -0.7% 7.58% 69.4% 144 13.89% 0.8
PWP
4344
Pursue Wealth Partners
California
$258M – – 3.15% 108% 138 – 0
First Washington Corp
4345
First Washington Corp
Washington
$258M -$16M -6% 5.34% 142% 85 11.76% 3.8
AB
4346
Atlas Brown
Kentucky
$258M +$28M +12% 11% 115% 198 11.11% 4.5
MFGP
4347
Marshall Financial Group (Pennsylvania)
Pennsylvania
$258M +$20.5M +9% 6.37% 65.5% 60 1.67% 2.4
Callodine Capital Management
4348
Callodine Capital Management
Massachusetts
$258M -$7.46M -3% 3.65% 53.8% 48 25% 1.2
Norwest Venture Partners XII
4349
Norwest Venture Partners XII
California
$258M – – 24.6% – 3 – 0.6
FORA Capital
4350
FORA Capital
Florida
$258M -$138M -35% 12.5% 162% 521 79.85% 0.2