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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
3626
Steamboat Capital Partners
New York
$338M +$11.6M +4% 9.05% 280% 44 20.45% 1.6
Thrive Wealth Management
3627
Thrive Wealth Management
Pennsylvania
$338M +$45.6M +16% 5.47% 84.1% 168 20.24% 0.2
Iyo Bank
3628
Iyo Bank
Japan
$338M +$10.4M +3% 7.39% 125% 42 16.67% 0.2
Matthew 25 Management Corp
3629
Matthew 25 Management Corp
Pennsylvania
$338M -$37.2M -10% 6.91% 141% 24 12.5% 4.7
Madrona Venture Group
3630
Madrona Venture Group
Washington
$338M -$191M -36% 35.7% 233% 6 33.33% 0.5
Peterson Wealth Advisors
3631
Peterson Wealth Advisors
Utah
$338M -$8.75M -3% 4.77% 50.9% 61 9.84% 2.6
Howard Financial Services
3632
Howard Financial Services
Texas
$338M +$4.22M +1% 3.95% 55.9% 154 24.03% 1.7
Tolleson Wealth Management
3633
Tolleson Wealth Management
Texas
$337M -$34.3M -9% 5.55% 56.2% 74 10.81% 2.2
GFG Capital
3634
GFG Capital
Florida
$337M +$4.48M +1% 7.13% 152% 172 29.65% 1.2
LCM
3635
Lionstone Capital Management
New York
$337M -$74.2M -18% 15.6% 74.1% 17 0% 3
Delta Investment Management
3636
Delta Investment Management
California
$337M -$10.6M -3% 1.95% 65.8% 185 32.43% 1.7
Gleason Group
3637
Gleason Group
Kentucky
$337M +$30.5M +10% 5.25% 69.1% 222 8.56% 1.8
Pelion Inc
3638
Pelion Inc
Utah
$337M -$109M -25% 9.47% 16.9% 4 0% 0.3
Morgan Dempsey Capital Management
3639
Morgan Dempsey Capital Management
Wisconsin
$337M +$15.4M +5% 3.71% 52.1% 111 18.02% 3
REDW Wealth
3640
REDW Wealth
New Mexico
$337M -$7.48M -2% 3.91% 59.1% 132 17.42% 2.9
Calton & Associates
3641
Calton & Associates
Florida
$337M -$38.2M -10% 2.45% 73.9% 421 30.4% 2.3
Glovista Investments
3642
Glovista Investments
New Jersey
$336M -$25.9M -7% 1.05% 2.48% 83 59.04% 1.7
Franklin, Parlapiano, Turner & Welch
3643
Franklin, Parlapiano, Turner & Welch
Texas
$336M -$11.9M -3% 1.37% 49.3% 53 5.66% 5.6
Cutter & Co Brokerage
3644
Cutter & Co Brokerage
Missouri
$336M -$28.8M -8% 3.1% 40.4% 287 23% 3.2
Bandera Partners
3645
Bandera Partners
New York
$336M +$56.2M +20% 10.7% 55.4% 22 9.09% 3.4
Bellwether Advisors
3646
Bellwether Advisors
Nebraska
$336M +$14.5M +5% 1.15% 115% 643 20.22% 0.9
Global Wealth Management Investment Advisory
3647
Global Wealth Management Investment Advisory
Florida
$336M +$3.33M +1% 2.41% 67.5% 546 17.77% 2.1
Redmond Asset Management
3648
Redmond Asset Management
Virginia
$336M -$22.3M -6% 5.08% 68.2% 206 12.14% 3.3
JWCA
3649
J.W. Coons Advisors
Ohio
$336M +$4.73M +1% 2.7% 61.2% 282 14.89% 1.5
Rock Point Advisors
3650
Rock Point Advisors
Vermont
$335M -$19.7M -6% 4.94% 82.8% 107 10.28% 3.9