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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)
Security National Bank of Sioux City Iowa
6826
Security National Bank of Sioux City Iowa
Iowa
$142M +$4.83M +4% 5.73% 61% 90 5.56% 6.7
Gerber LLC
6827
Gerber LLC
Ohio
$142M +$22.3M +19% 18.7% 137% 93 8.6% 1.3
South Plains Financial
6828
South Plains Financial
Texas
$142M +$13.9M +11% 9.43% – 240 5% 0.5
Four Tree Island Advisory
6829
Four Tree Island Advisory
New Hampshire
$142M -$276K -0.2% 10.8% – 21 4.76% 0.5
Adams Street Partners
6830
Adams Street Partners
Illinois
$142M +$29M +26% 9.37% 399% 9 55.56% 3
Brown University
6831
Brown University
Rhode Island
$142M -$74.2M -34% 1.67% 37.9% 15 46.67% 2.2
SC
6832
Settian Capital
New York
$142M +$13.3M +10% 13.2% 62.5% 27 18.52% 2.3
Ellerson Group
6833
Ellerson Group
Maryland
$142M +$16.1M +13% 18.2% 148% 56 14.29% 1.8
Delphi Financial Group
6834
Delphi Financial Group
Delaware
$142M -$24M -14% 4.56% 66.3% 24 16.67% 2.2
Cedar Point Capital Partners
6835
Cedar Point Capital Partners
Iowa
$142M -$7.18M -5% 7.22% – 68 11.76% 1.2
Frazier Financial Advisors
6836
Frazier Financial Advisors
Ohio
$142M +$12.1M +9% 6.68% – 670 17.91% 1.2
MFFIA
6837
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$142M +$5.79M +4% 8.47% 136% 75 16% 1.9
JKSF
6838
John & Kathleen Schreiber Foundation
Illinois
$142M +$6.67M +5% 6.51% 30.8% 4 0% 2.6
HC Advisors
6839
HC Advisors
Georgia
$142M +$8.06M +6% 6.64% 63.5% 71 28.17% 3
BVC
6840
Bright Valley Capital
Hong Kong
$142M -$156M -52% 6.18% – 19 47.37% 0.5
Impact Investors
6841
Impact Investors
California
$142M +$13M +10% 9.88% – 95 10.53% 0.5
Explore Capital Management
6842
Explore Capital Management
Delaware
$141M – – 15.1% – 17 – 0
Schubert & Co
6843
Schubert & Co
Texas
$141M -$4.56M -3% 3.22% 47.3% 77 25.97% 1.6
AIFAIM
6844
American Institute for Advanced Investment Management
Arizona
$141M +$10.3M +8% 11.3% 72.8% 154 12.34% 3.1
Petiole USA
6845
Petiole USA
New York
$141M -$187K -0.1% 3.64% 105% 39 7.69% 2.6
Sterling Wealth Advisors
6846
Sterling Wealth Advisors
Florida
$141M +$11.6M +9% 8.17% – 18 0% 0.5
Otter Creek Advisors
6847
Otter Creek Advisors
Florida
$141M -$25.5M -15% 18.4% 173% 55 45.45% 1
Blue Capital Inc
6848
Blue Capital Inc
Nebraska
$141M – – 10.1% – 85 – 0.3
1620 Investment Advisors
6849
1620 Investment Advisors
Massachusetts
$141M +$10.4M +8% 6.11% 68.9% 722 10.53% 1.2
MidAtlantic Capital Management
6850
MidAtlantic Capital Management
Virginia
$141M +$13.6M +11% 8.81% – 80 2.5% 1.4