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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)
Steamboat Capital Partners
2526
Steamboat Capital Partners
New York
$381M +$101M +36% 9.02% 280% 34 14.71% 1
Vision Capital Management
2527
Vision Capital Management
Oregon
$381M +$21.5M +6% 4.99% 78.4% 85 7.06% 3
Battery Partners IX
2528
Battery Partners IX
Massachusetts
$381M +$2.65M +0.7% 17.1% 322% 5 20% 1.6
CFMC
2529
Curbstone Financial Management Corp
New Hampshire
$381M +$13.2M +4% 2.29% 69.6% 178 7.3% 3.8
Columbia Asset Management
2530
Columbia Asset Management
Michigan
$380M +$5.19M +1% 5.42% 94.1% 222 27.48% 4
American Assets Inc
2531
American Assets Inc
California
$379M +$14.3M +4% 1.69% 63.2% 4 50% 6
Litman Gregory Wealth Management
2532
Litman Gregory Wealth Management
California
$379M +$11.7M +3% 2.09% 55.5% 245 48.16% 0.9
FAG
2533
Financial Advisory Group
Texas
$378M +$15.7M +4% 2.78% 20.6% 73 8.22% 3.4
Serengeti Asset Management
2534
Serengeti Asset Management
New York
$377M +$23M +7% 3.79% 14.9% 31 35.48% 1.3
Simcoe Capital Management
2535
Simcoe Capital Management
New York
$377M -$20.5M -5% 0.54% 48.7% 13 23.08% 1.5
Viking Fund Management
2536
Viking Fund Management
North Dakota
$377M -$25.3M -6% 1.25% 105% 126 15.87% 2.2
Baker Ellis Asset Management
2537
Baker Ellis Asset Management
Washington
$377M +$17.5M +5% 3.84% 91.9% 236 11.86% 4
AR
2538
Argyll Research
Delaware
$376M -$33.4M -8% 0.56% 0.8% 3 33.33% 3.3
Brasada Capital Management
2539
Brasada Capital Management
Texas
$376M +$41.7M +12% 5.8% 76.5% 177 25.42% 1
L.J. Altfest & Co
2540
L.J. Altfest & Co
New York
$376M -$35M -9% 2.04% 90.3% 209 25.84% 1.8
Speece Thorson Capital Group
2541
Speece Thorson Capital Group
Minnesota
$376M +$12M +3% 3.22% 34.2% 42 4.76% 4.5
Genovese Burford & Brothers Wealth & Retirement Plan Management
2542
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$375M +$24.9M +7% 2.34% 28% 106 11.32% 1.7
Brown Advisory Securities
2543
Brown Advisory Securities
Maryland
$375M -$50.1M -12% 4.63% 51% 288 16.67% 4.1
Traphagen Investment Advisors
2544
Traphagen Investment Advisors
New Jersey
$375M +$20.4M +6% 2.54% 65.8% 114 10.53% 0.2
Private Ocean
2545
Private Ocean
California
$374M +$6.69M +2% 1.91% 2.82% 555 36.22% 1.6
Focused Wealth Management
2546
Focused Wealth Management
New York
$374M +$44M +13% 3.02% 73.9% 853 22.39% 3.1
East Coast Asset Management
2547
East Coast Asset Management
Massachusetts
$374M -$29.4M -7% 6.83% 147% 72 4.17% 5
Greenwood Gearhart
2548
Greenwood Gearhart
Arkansas
$373M +$32.4M +10% 2.82% 70.6% 78 20.51% 3.7
Gemmer Asset Management
2549
Gemmer Asset Management
California
$373M +$5.71M +2% 5% 96.8% 1,508 13.06% 3.6
New Leaf Venture Partners
2550
New Leaf Venture Partners
New York
$373M +$8.14M +2% 7.11% 3.91% 22 13.64% 1