We are live on ! Find out more

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)
West Coast Financial
2701
West Coast Financial
California
$194M +$13.2M +7% 10.3% 22.2% 90 5.56% 0.5
Kelleher Financial Advisors
2702
Kelleher Financial Advisors
New York
$193M +$18.2M +10% 21.7% 72.4% 108 7.41% 0.5
Orleans Capital Management
2703
Orleans Capital Management
Louisiana
$193M +$9.12M +5% 8.35% 94.6% 101 7.92% 0.5
Bell Bank
2704
Bell Bank
North Dakota
$193M -$93.4M -33% 7.43% 71% 182 11.54% 0.5
Harvest Capital Management
2705
Harvest Capital Management
New Hampshire
$193M +$30M +18% 8.7% 19.5% 82 13.41% 0.4
Chartist Inc
2706
Chartist Inc
California
$193M +$18.6M +11% 7.95% – 53 18.87% 0.4
Taylor Cottrill
2707
Taylor Cottrill
New Hampshire
$192M +$14.3M +8% 9.52% – 94 2.13% 0.5
Zebra Capital Management
2708
Zebra Capital Management
Connecticut
$192M +$64.8M +51% 10% 142% 274 29.2% 0.4
Greenwood Gearhart
2709
Greenwood Gearhart
Arkansas
$192M +$20.3M +12% 9.81% 70.6% 52 0% 0.5
Verus Financial Partners
2710
Verus Financial Partners
Virginia
$192M +$8.98M +5% 6.09% 41.6% 45 11.11% 0.4
SKP
2711
Sanborn Kilcollin Partners
Illinois
$192M +$2.35M +1% 8.04% – 20 0% 0.5
NFC Investments
2712
NFC Investments
Tennessee
$191M +$8.1M +4% 5.5% – 41 9.76% 0.5
Whalerock Point Partners
2713
Whalerock Point Partners
Rhode Island
$191M – – 7.38% 103% 126 – 0
Northern Capital Management (Wisconsin)
2714
Northern Capital Management (Wisconsin)
Wisconsin
$191M +$20.1M +12% 8.96% 12.8% 149 18.79% 0.4
CKW Financial Group
2715
CKW Financial Group
Hawaii
$191M – – 7.9% 62.4% 326 – 0
Northern Right Capital Management
2716
Northern Right Capital Management
Connecticut
$191M +$29.8M +18% 18.7% 187% 20 45% 0.4
Prentiss Smith & Co
2717
Prentiss Smith & Co
Vermont
$191M -$1.68M -0.9% 7.24% 63.9% 272 15.44% 0.4
JOYN Advisors
2718
JOYN Advisors
Georgia
$191M -$9.5M -5% 7.67% 0.77% 63 44.44% 0.3
Carderock Capital Management
2719
Carderock Capital Management
Maryland
$191M +$18.2M +11% 8.79% 97.6% 94 7.45% 0.5
LCP
2720
Lamond Capital Partners
California
$191M +$20.8M +12% 10.7% 54.3% 21 61.9% 0.3
Bright Rock Capital Management
2721
Bright Rock Capital Management
Massachusetts
$190M +$12.2M +7% 8.35% 53.1% 86 10.47% 0.4
Doheny Asset Management
2722
Doheny Asset Management
California
$190M +$7.99M +4% 9.55% 135% 105 13.33% 0.5
BOIA
2723
Bush ODonnell Investment Advisors
Missouri
$189M -$18.8M -9% 9.27% 45.9% 49 8.16% 0.5
MA
2724
Marshwinds Advisory
Georgia
$189M +$15.1M +9% 9.12% 32.9% 143 2.8% 0.5
Ramsay Stattman Vela & Price
2725
Ramsay Stattman Vela & Price
Colorado
$189M +$15.5M +9% 8.56% 81.8% 53 9.43% 0.5