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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)
ST
2426
Semper Trust
Pennsylvania
$243M +$21.5M +10% 11.2% – 159 6.29% 0.5
Old Second National Bank of Aurora
2427
Old Second National Bank of Aurora
Illinois
$243M +$22.3M +10% 9.48% 93.7% 296 19.93% 0.4
EVM
2428
Evelyn V. Moreno
$242M – – 8.63% 39.4% 76 – 0
Menta Capital
2429
Menta Capital
California
$242M +$45.9M +23% 10.2% 61.2% 517 62.48% 0.2
DCCA
2430
D.C. Capital Advisors
New York
$242M -$7.34M -3% 11.2% 59.9% 27 44.44% 0.4
Harvey Capital Management
2431
Harvey Capital Management
Florida
$242M +$45.2M +23% 9.19% 147% 81 33.33% 0.3
Stieven Capital Advisors
2432
Stieven Capital Advisors
Missouri
$242M +$20.7M +9% 10.3% 117% 64 21.88% 0.4
Security National Trust
2433
Security National Trust
West Virginia
$242M +$19.4M +9% 9.38% 58.3% 570 12.98% 0.4
New England Securities
2434
New England Securities
New York
$241M +$42.6M +22% 6.15% – 1,828 18.44% 0.4
Wilkins Investment Counsel
2435
Wilkins Investment Counsel
Massachusetts
$241M +$21.6M +10% 9.02% 56.2% 64 6.25% 0.5
Groesbeck Investment Management
2436
Groesbeck Investment Management
New Jersey
$241M +$9.8M +4% 8.49% 147% 85 20% 0.4
Chatham Capital Group
2437
Chatham Capital Group
Georgia
$240M +$20.5M +9% 7.9% 97% 113 7.08% 0.5
Bard Associates
2438
Bard Associates
Illinois
$240M +$14.4M +6% 5.6% 241% 190 6.84% 0.5
First Business Financial Services
2439
First Business Financial Services
Wisconsin
$240M +$52.7M +28% 7.9% 74% 56 53.57% 0.2
VC
2440
V2 Capital
Illinois
$240M – – 9.05% – 36 – 0
JA
2441
JVL Advisors
Texas
$240M – – 9.17% 89.4% 17 – 0
Shelter Insurance Profit Sharing
2442
Shelter Insurance Profit Sharing
Missouri
$240M +$16.3M +7% 8.52% – 47 0% 0.5
Ipswich Investment Management
2443
Ipswich Investment Management
Massachusetts
$239M +$17.2M +8% 8.65% 104% 151 12.58% 0.4
GCM
2444
Grandmaster Capital Management
California
$239M +$34.9M +17% 10.2% – 20 5% 0.4
Marquette Asset Management
2445
Marquette Asset Management
Minnesota
$239M +$19.7M +9% 7.93% 69.6% 88 14.77% 0.4
Pictet Bank & Trust
2446
Pictet Bank & Trust
Bahamas
$239M – – 3.6% 82.7% 89 – 0
South Street Advisors
2447
South Street Advisors
New York
$239M +$30.4M +15% 13.2% 169% 59 6.78% 0.5
Mangrove Partners
2448
Mangrove Partners
Connecticut
$239M +$38.6M +19% 1.67% 185% 45 55.56% 0.3
Goldstein Munger & Associates
2449
Goldstein Munger & Associates
California
$239M -$17.7M -7% 5.9% 11.9% 31 3.23% 0.5
Carlson Capital Management
2450
Carlson Capital Management
Minnesota
$238M +$17.7M +8% 7.3% 9.85% 61 6.56% 0.5