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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)
Daily Journal Corp
5226
Daily Journal Corp
California
$159M -$4.89M -3% 2.89% 108% 4 0% 7.9
Tieton Capital Management
5227
Tieton Capital Management
Washington
$159M +$2.88M +2% 11.6% 172% 33 6.06% 4.5
Dunhill Financial
5228
Dunhill Financial
United Kingdom
$159M +$6.31M +4% 3.72% 58.6% 85 14.12% 0.3
DB Wealth Management Group
5229
DB Wealth Management Group
California
$158M -$4.79M -3% 3.54% 19% 381 7.61% 1.9
Peninsula Asset Management
5230
Peninsula Asset Management
Florida
$158M -$11.3M -7% 5.01% 44.1% 41 0% 7.7
John W. Brooker & Co
5231
John W. Brooker & Co
California
$158M +$3.71M +2% 3.54% 43.4% 68 5.88% 2.9
Alpha Wave Global
5232
Alpha Wave Global
New York
$158M +$5.51M +4% 4.17% 226% 35 40% 1.8
Kestrel Investment Management
5233
Kestrel Investment Management
California
$158M -$22.8M -13% 0.62% 89.2% 42 19.05% 1.5
JGP Global Gestao de Recursos
5234
JGP Global Gestao de Recursos
Brazil
$158M +$14.9M +10% 3.29% 261% 77 45.45% 2.2
MAS
5235
Madden Advisory Services
Florida
$158M +$3.58M +2% 4% 52.3% 86 10.47% 5.4
VU
5236
Valence8 US
Massachusetts
$158M +$6.24M +4% 3.73% 69.9% 14 14.29% 0.6
Birch Capital Management
5237
Birch Capital Management
Texas
$158M -$6.54M -4% 2.61% 62% 103 5.83% 2.9
iSAM Funds (UK)
5238
iSAM Funds (UK)
United Kingdom
$158M +$46.1M +41% 4.28% 53.7% 352 86.65% 0.1
KFO
5239
Kopp Family Office
Minnesota
$158M -$28.2M -15% 9.48% 47.9% 22 4.55% 2.2
Alpha Financial Advisors
5240
Alpha Financial Advisors
North Carolina
$158M -$1.88M -1% 4.11% 41.6% 42 4.76% 0.7
Buttonwood Financial Advisors
5241
Buttonwood Financial Advisors
Maryland
$158M -$1.72M -1% 2.54% 73.4% 103 9.71% 1.1
Bond Capital Management
5242
Bond Capital Management
California
$158M -$20.8M -12% 2.38% 47.5% 5 0% 1.5
Treynor Bancshares
5243
Treynor Bancshares
Iowa
$158M +$5.03M +3% 3.05% 3.35% 76 7.89% 1.5
Altus Wealth Group
5244
Altus Wealth Group
Colorado
$158M -$5.25M -3% 3.25% 76.7% 142 13.38% 1.9
Kercheville Advisors
5245
Kercheville Advisors
Texas
$158M -$7.56M -5% 0.6% 261% 79 10.13% 1.9
Juniper Investment Company
5246
Juniper Investment Company
New York
$158M +$49K +0% 2.03% 358% 10 10% 3.1
Longitude (Cayman)
5247
Longitude (Cayman)
Cayman Islands
$157M +$25.6M +19% 5.94% – 74 41.89% 1.1
StrongBox Wealth
5248
StrongBox Wealth
Missouri
$157M -$1.42M -0.9% 2.51% 57.8% 87 10.34% 2.4
Burns Matteson Capital Management
5249
Burns Matteson Capital Management
New York
$157M -$5.73M -4% 4.07% 137% 180 47.22% 1.1
Sterling Investment Advisors (Missouri)
5250
Sterling Investment Advisors (Missouri)
Missouri
$157M -$310K -0.2% 3.33% 45.1% 31 6.45% 5.7