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
SIRP
2701
Shelter Insurance Retirement Plan
Missouri
$219M +$91K +0% 42
GMA
2702
Goldstein Munger & Associates
California
$219M +$2.55M +1% 32
AJ
2703
Ashburton (Jersey)
Jersey
$219M -$21.4M -9% 94
YEPV
2704
Yorktown Energy Partners VII
New York
$219M +$13.3M +6% 3
IAM
2705
Ion Asset Management
Israel
$219M +$6.67M +3% 19
CIM
2706
Castleton Investment Management
Connecticut
$218M +$7.48M +4% 69
RSS
2707
Rosenblum Silverman Sutton
California
$218M +$10.1M +5% 72
PFBT
2708
Parkside Financial Bank & Trust
Missouri
$218M +$12.5M +6% 1,161
OSNBOA
2709
Old Second National Bank of Aurora
Illinois
$218M +$3.35M +2% 345
UBWV
2710
United Bank (West Virginia)
West Virginia
$218M +$102K +0% 103
EDRE
2711
Edmond de Rothschild (Europe)
Luxembourg
$218M +$18.5M +9% 258
TL
2712
TowerView LLC
New York
$218M +$1.75M +0.8% 31
SG
2713
Standard General
New York
$217M -$24.8M -10% 4
MWP
2714
Moller Wealth Partners
$217M +$13.2M +6% 44
BA
2715
BKS Advisors
Michigan
$217M +$22.7M +12% 250
DA
2716
Dillon & Associates
Michigan
$217M -$970K -0.4% 74
CGI
2717
Calixto Global Investors
Florida
$216M +$33.6M +18% 16
III
2718
Independent Investors Inc
New York
$216M +$9.82M +5% 82
MMG
2719
Monetary Management Group
Missouri
$216M +$1.21M +0.6% 341
WI
2720
Wintrust Investments
Illinois
$216M +$165M +325% 226
VEPM
2721
Vista Equity Partners Management
California
$216M -$1.74M -0.8% 27
WA
2722
Wealth Architects
California
$216M +$9.57M +5% 119
RP
2723
Rowlandmiller & Partners
Georgia
$216M -$1.39M -0.6% 127
F
2724
Filament
Washington
$216M +$9.68M +5% 34
PA
2725
Paracle Advisors
Washington
$216M +$25.5M +13% 45