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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)
River Global Investors
2251
River Global Investors
United Kingdom
$354M +$38.7M +12% 11% 49.7% 96 17.71% 1.3
PAI
2252
ProQuest Associates IV
Florida
$353M -$9.8M -3% 9.51% 113% 4 25% 2
Shepherd Financial Partners
2253
Shepherd Financial Partners
Massachusetts
$353M – – 3.86% 78% 104 – 0
Shepherd Kaplan Krochuk
2254
Shepherd Kaplan Krochuk
Massachusetts
$352M -$128M -27% 16.1% 38.5% 408 42.65% 1.6
Yorktown Energy Partners X
2255
Yorktown Energy Partners X
New York
$352M – – 8.28% 95.9% 1 – 0
Plancorp LLC
2256
Plancorp LLC
Missouri
$351M +$194M +123% 0.41% 67.3% 165 58.79% 0.4
Aveo Capital Partners
2257
Aveo Capital Partners
Colorado
$351M – – 0.61% 19.1% 232 – 0
Algert Global
2258
Algert Global
California
$350M +$3.84M +1% 10.5% 194% 451 48.12% 0.7
First Wilshire Securities Management
2259
First Wilshire Securities Management
California
$349M +$15.8M +5% 12.6% 135% 133 16.54% 2.4
Private Vista
2260
Private Vista
Illinois
$349M -$45.5M -12% 1.11% 10.1% 79 26.58% 0.8
Morgan Dempsey Capital Management
2261
Morgan Dempsey Capital Management
Wisconsin
$348M +$51.3M +17% 11.6% 52.1% 170 12.35% 2.5
NBW Capital
2262
NBW Capital
Massachusetts
$348M +$201K +0.1% 5.72% 86% 78 14.1% 2.1
Toth Financial Advisory
2263
Toth Financial Advisory
Virginia
$348M +$7.39M +2% 2.11% 90.4% 128 12.5% 2.6
Oak Management Corp
2264
Oak Management Corp
Connecticut
$348M -$10M -3% 0.37% 96.4% 9 0% 1
First Reserve GP XII
2265
First Reserve GP XII
Connecticut
$348M +$23.8M +7% 7.4% – 3 0% 1.6
Everence Capital Management
2266
Everence Capital Management
Indiana
$348M +$11M +3% 4.43% 108% 358 27.93% 2.3
Woodmont Investment Counsel
2267
Woodmont Investment Counsel
Tennessee
$348M -$836K -0.2% 2.42% 66.8% 765 76.86% 2.5
Garde Capital
2268
Garde Capital
Washington
$348M +$34.5M +11% 0.35% 57.6% 166 45.18% 1.6
William Harris Investors
2269
William Harris Investors
Illinois
$347M -$22.3M -6% 3.77% 3.28% 115 36.52% 1.8
Nitorum Capital
2270
Nitorum Capital
New York
$347M +$99M +40% 2.7% 87.1% 27 14.81% 0.8
DS
2271
Dalal Street
Texas
$347M +$8.94M +3% 21.3% 92.7% 8 12.5% 1.4
GCA Investment Management
2272
GCA Investment Management
New York
$346M +$21.8M +7% 1.13% 27.3% 30 16.67% 0.8
GII
2273
Gryphon International Investment
Ontario, Canada
$346M -$113M -25% 0.01% 5.67% 26 19.23% 2.1
Capital Advantage
2274
Capital Advantage
California
$345M -$11.2M -3% 0.94% 49.2% 84 16.67% 1.9
Girard Partners
2275
Girard Partners
Pennsylvania
$345M +$44.4M +15% 2.24% 25.7% 226 13.72% 1.8