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
LPVHS
1951
Lexington Partners VI Holdings Sub
New York
$390M -$84.2M -18% 1
GPCM
1952
Greenbrier Partners Capital Management
Texas
$389M -$10.1M -3% 21
PIA
1953
Philadelphia International Advisors
Pennsylvania
$388M -$57.8M -13% 85
ST
1954
Sentinel Trust
Texas
$388M +$2.45M +0.6% 159
LCP
1955
LGT Capital Partners
Switzerland
$388M -$37.5M -9% 71
PRC
1956
Platte River Capital
Colorado
$387M -$272M -41% 230
PH
1957
Pinnacle Holdings
Oklahoma
$387M -$21.9M -5% 220
NIA
1958
Northstar Investment Advisors
Colorado
$385M -$2.7M -0.7% 113
T
1959
Tahithromos
New York
$385M -$33.3M -8% 52
QGI
1960
Quadrangle GP Investors
New York
$385M +$24.1M +7% 4
KAH
1961
Kathryn A. Hall
$385M -$191M -33% 63
SIA
1962
Spruce Investment Advisors
Connecticut
$385M +$55.9M +17% 31
PIM
1963
Paradice Investment Management
Colorado
$384M +$48.4M +14% 29
BRWA
1964
B. Riley Wealth Advisors
Florida
$384M -$41.6M -10% 2,640
ICRM
1965
Insight Capital Research & Management
California
$384M -$54M -12% 163
JFGIW
1966
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$383M +$4.19M +1% 808
ECP
1967
Elk Creek Partners
Colorado
$383M +$15.5M +4% 113
BRCA
1968
Birch Run Capital Advisors
Texas
$383M +$22.4M +6% 24
ACI
1969
AB CarVal Investors
Minnesota
$382M +$180M +89% 13
GC
1970
Grimes & Company
Massachusetts
$382M +$411K +0.1% 184
TF
1971
Tompkins Financial
New York
$382M -$22.7M -6% 547
CT
1972
Coastline Trust
Rhode Island
$382M -$3.8M -1% 218
COI
1973
Connable Office Inc
Michigan
$381M -$6.65M -2% 227
BP
1974
Berkshire Partners
Massachusetts
$380M +$35.2M +10% 1
MPAM
1975
Monarch Partners Asset Management
Massachusetts
$380M -$1.92M -0.5% 157