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)
CMO
3326
Covenant Multifamily Offices
Texas
$163M +$58.2M +55% 1.84% 38.3% 31 74.19% 0.6
PFG
3327
Piershale Financial Group
Illinois
$163M +$31.5M +24% 2.34% 82% 169 89.35% 1.2
BPI
3328
Battery Partners IX
Massachusetts
$163M -$48.2M -23% 11.5% 322% 4 0% 1.4
WA
3329
Winfield Associates
Ohio
$163M +$3.92M +2% 1.77% 77.8% 801 14.98% 1.3
HT
3330
Hefren-Tillotson
Pennsylvania
$163M +$643K +0.4% 1.12% 40% 24 0% 2.1
VSWA
3331
Vontobel Swiss Wealth Advisors
Switzerland
$163M -$23.8M -13% 0.16% 70.1% 80 25% 1.1
FU
3332
Fairfield University
Connecticut
$163M +$23.3M +17% 1.05% 61.9% 4 0% 0.9
SC
3333
Schulhoff & Co
Ohio
$163M +$393K +0.2% 3.89% 51.8% 112 7.14% 3
BC
3334
Bodenholm Capital
Sweden
$163M – – 6.38% 86% 6 – 0
BC
3335
Birchview Capital
Vermont
$163M -$8.83M -5% 1.87% 327% 44 9.09% 1.4
MFS
3336
Monetta Financial Services
Illinois
$162M +$6.35M +4% 7.13% 275% 81 50.62% 1.1
IAS
3337
IMA Advisory Services
Colorado
$162M -$12.6M -7% 1.35% 74.5% 132 32.58% 1.6
DPI
3338
Diversified Portfolios Inc
Michigan
$162M +$2.12M +1% 2.05% 38.2% 52 21.15% 1.6
AC
3339
Ascribe Capital
New York
$162M – – 92.5% 73.8% 1 – 0
PFSC
3340
Peoples Financial Services Corp
Pennsylvania
$162M +$1.18M +0.7% 5.1% 93% 344 15.7% 2.7
YCM
3341
Yost Capital Management
Texas
$162M -$23.5M -13% 8.02% 125% 16 50% 0.8
HPIA
3342
Hamilton Point Investment Advisors
North Carolina
$162M +$2.73M +2% 1.76% 79.3% 75 8% 2.3
HBWM
3343
Hollow Brook Wealth Management
New York
$162M -$7.32M -4% 5.82% 92.8% 56 17.86% 2
WIM
3344
Wilen Investment Management
Florida
$162M +$10.9M +7% 8.68% 79.9% 67 7.46% 2.9
CCM
3345
Courage Capital Management
Tennessee
$162M -$97.8M -38% 5.21% 86.5% 20 25% 1.1
CA
3346
Corrado Advisors
New Jersey
$161M +$4.57M +3% 3.49% 64% 121 22.31% 1.5
GAM
3347
Garrison Asset Management
Arkansas
$161M +$5.05M +3% 2.36% 52.1% 104 10.58% 2.5
LWM
3348
Lyell Wealth Management
California
$161M – – 1.09% 128% 89 – 0
HCM
3349
Horrell Capital Management
Arkansas
$161M +$1.93M +1% 3.74% 55.6% 182 10.99% 2.6
TC
3350
Toews Corporation
New Jersey
$161M +$50.2M +45% 0.47% 22% 12 66.67% 0.6