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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Steamboat Capital Partners
Rye,
New York
| $338M | +$11.6M | +4% | 9.05% | 280% | 44 | 20.45% | 1.6 |
|
| 3627 |
3627
Thrive Wealth Management
Audubon,
Pennsylvania
| $338M | +$45.6M | +16% | 5.47% | 84.1% | 168 | 20.24% | 0.2 |
|
| 3628 |
3628
Iyo Bank
Matsuyama,
Japan
| $338M | +$10.4M | +3% | 7.39% | 125% | 42 | 16.67% | 0.2 |
|
| 3629 |
3629
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $338M | -$37.2M | -10% | 6.91% | 141% | 24 | 12.5% | 4.7 |
|
| 3630 |
3630
Madrona Venture Group
Seattle,
Washington
| $338M | -$191M | -36% | 35.7% | 233% | 6 | 33.33% | 0.5 |
|
| 3631 |
3631
Peterson Wealth Advisors
Orem,
Utah
| $338M | -$8.75M | -3% | 4.77% | 50.9% | 61 | 9.84% | 2.6 |
|
| 3632 |
3632
Howard Financial Services
Dallas,
Texas
| $338M | +$4.22M | +1% | 3.95% | 55.9% | 154 | 24.03% | 1.7 |
|
| 3633 |
3633
Tolleson Wealth Management
Dallas,
Texas
| $337M | -$34.3M | -9% | 5.55% | 56.2% | 74 | 10.81% | 2.2 |
|
| 3634 |
3634
GFG Capital
Miami,
Florida
| $337M | +$4.48M | +1% | 7.13% | 152% | 172 | 29.65% | 1.2 |
|
| 3635 |
LCM
3635
Lionstone Capital Management
New York
| $337M | -$74.2M | -18% | 15.6% | 74.1% | 17 | 0% | 3 |
|
| 3636 |
3636
Delta Investment Management
San Francisco,
California
| $337M | -$10.6M | -3% | 1.95% | 65.8% | 185 | 32.43% | 1.7 |
|
| 3637 |
3637
Gleason Group
Prospect,
Kentucky
| $337M | +$30.5M | +10% | 5.25% | 69.1% | 222 | 8.56% | 1.8 |
|
| 3638 |
3638
Pelion Inc
Salt Lake City,
Utah
| $337M | -$109M | -25% | 9.47% | 16.9% | 4 | 0% | 0.3 |
|
| 3639 |
3639
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $337M | +$15.4M | +5% | 3.71% | 52.1% | 111 | 18.02% | 3 |
|
| 3640 |
3640
REDW Wealth
Albuquerque,
New Mexico
| $337M | -$7.48M | -2% | 3.91% | 59.1% | 132 | 17.42% | 2.9 |
|
| 3641 |
3641
Calton & Associates
Tampa,
Florida
| $337M | -$38.2M | -10% | 2.45% | 73.9% | 421 | 30.4% | 2.3 |
|
| 3642 |
3642
Glovista Investments
Jersey City,
New Jersey
| $336M | -$25.9M | -7% | 1.05% | 2.48% | 83 | 59.04% | 1.7 |
|
| 3643 |
3643
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $336M | -$11.9M | -3% | 1.37% | 49.3% | 53 | 5.66% | 5.6 |
|
| 3644 |
3644
Cutter & Co Brokerage
Ballwin,
Missouri
| $336M | -$28.8M | -8% | 3.1% | 40.4% | 287 | 23% | 3.2 |
|
| 3645 |
3645
Bandera Partners
New York
| $336M | +$56.2M | +20% | 10.7% | 55.4% | 22 | 9.09% | 3.4 |
|
| 3646 |
3646
Bellwether Advisors
Lincoln,
Nebraska
| $336M | +$14.5M | +5% | 1.15% | 115% | 643 | 20.22% | 0.9 |
|
| 3647 |
3647
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $336M | +$3.33M | +1% | 2.41% | 67.5% | 546 | 17.77% | 2.1 |
|
| 3648 |
3648
Redmond Asset Management
Henrico,
Virginia
| $336M | -$22.3M | -6% | 5.08% | 68.2% | 206 | 12.14% | 3.3 |
|
| 3649 |
JWCA
3649
J.W. Coons Advisors
Columbus,
Ohio
| $336M | +$4.73M | +1% | 2.7% | 61.2% | 282 | 14.89% | 1.5 |
|
| 3650 |
3650
Rock Point Advisors
Burlington,
Vermont
| $335M | -$19.7M | -6% | 4.94% | 82.8% | 107 | 10.28% | 3.9 |
|