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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)
REDW Wealth
4001
REDW Wealth
New Mexico
$102M +$3.93M +4% 1.52% 54.1% 76 11.84% 0.5
Mountain Capital Investment Advisors
4002
Mountain Capital Investment Advisors
Colorado
$102M – – 2.53% 63.3% 534 – 0
Security National Bank of Sioux City Iowa
4003
Security National Bank of Sioux City Iowa
Iowa
$102M +$583K +0.6% 2.71% 61% 83 4.82% 3
Steginsky Capital
4004
Steginsky Capital
New York
$102M -$13.3M -12% 2.58% 99.4% 9 0% 0.5
Providence First Trust
4005
Providence First Trust
Arizona
$102M – – 2.13% 64.1% 72 – 0
Luzich Partners
4006
Luzich Partners
Nevada
$102M -$6.18M -6% 2.94% – 17 17.65% 0.5
Hampstead Capital
4007
Hampstead Capital
United Kingdom
$102M +$4.95M +5% 2.66% – 34 20.59% 0.4
SpiderRock Advisors
4008
SpiderRock Advisors
Delaware
$102M -$4.7M -4% 6.74% – 1,334 0% 0.2
Franklin Square Holdings
4009
Franklin Square Holdings
Pennsylvania
$101M +$1.13M +1% 7.98% – 36 27.78% 0.3
SCM
4010
Samson Capital Management
Kansas
$101M -$5.11M -5% 5.01% 13.4% 17 23.53% 2
Trustco Bank (New York)
4011
Trustco Bank (New York)
New York
$101M +$4.71M +5% 0.67% 131% 73 16.44% 2.8
William Marsh Rice University
4012
William Marsh Rice University
Texas
$101M -$14.9M -13% 13.6% 1.81% 4 50% 0.5
Beaton Management Company
4013
Beaton Management Company
Massachusetts
$101M – – 2.2% 95.9% 110 – 0
Godshalk Welsh Capital Management
4014
Godshalk Welsh Capital Management
Pennsylvania
$101M -$1.06M -1% 2.13% 61.1% 134 6.72% 2.2
Continuum Advisory
4015
Continuum Advisory
Idaho
$101M +$17.5M +21% 1.64% 77% 144 22.92% 0.2
Armor Investment Advisors
4016
Armor Investment Advisors
North Carolina
$101M +$261K +0.3% 0.96% 56.6% 138 3.62% 0.5
Cartica Management
4017
Cartica Management
District of Columbia
$100M -$46.4M -32% 5.08% 92.9% 1 0% 2.3
Kissinger Financial Services
4018
Kissinger Financial Services
Maryland
$100M +$3.45M +4% 2.3% – 83 19.28% 0.6
Stockman Wealth Management
4019
Stockman Wealth Management
Montana
$100M -$75.7M -43% 0.38% 73.5% 138 17.39% 1.5
Gibraltar Capital Management
4020
Gibraltar Capital Management
Oklahoma
$100M -$6.46M -6% 4.29% 56.6% 30 20% 1.8
First Houston Capital
4021
First Houston Capital
Texas
$100M -$7.34M -7% 3.43% 39.2% 72 23.61% 2
Ridgewood Investments
4022
Ridgewood Investments
New Jersey
$100M +$6.69M +7% 2.02% – 143 9.09% 0.4
P.A.W. Capital
4023
P.A.W. Capital
Connecticut
$100M +$750K +0.8% 9.32% 54.6% 76 13.16% 2.3
Family Legacy Inc
4024
Family Legacy Inc
South Carolina
$100M +$3.69M +4% 1.76% 89% 105 14.29% 0.2
Firsthand Capital Management
4025
Firsthand Capital Management
California
$99.1M +$5.58M +6% 9.97% 265% 50 24% 2.1