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)
First Washington Corp
3351
First Washington Corp
Washington
$210M +$8.66M +4% 6.09% 142% 90 23.33% 2.6
Aurora Investment Counsel
3352
Aurora Investment Counsel
Georgia
$210M +$4.62M +2% 4.99% 31.7% 131 23.66% 0.7
Interactive Financial Advisors
3353
Interactive Financial Advisors
Illinois
$210M -$1.04M -0.5% 3.48% 47.6% 128 19.53% 3.2
IBT
3354
International Biotechnology Trust
United Kingdom
$210M -$50M -19% 9.76% 11.1% 57 15.79% 1.1
Trimaran Fund Management
3355
Trimaran Fund Management
New York
$210M +$19.3M +10% 10.1% 82.8% 1 0% 3.8
CT
3356
CPF Texas
Texas
$210M +$21.5M +11% 4.82% – 281 22.42% 0.5
Biltmore Family Office
3357
Biltmore Family Office
North Carolina
$210M +$9.01M +4% 5.08% 78.1% 148 4.73% 0.7
First Bankers Trust
3358
First Bankers Trust
Kentucky
$210M +$17.3M +9% 8.35% 78.9% 140 7.14% 3.9
Bourne Lent Asset Management
3359
Bourne Lent Asset Management
New York
$210M +$20.1M +11% 12% 76.1% 59 6.78% 2.8
Zhang Financial
3360
Zhang Financial
Michigan
$210M +$13.1M +7% 4.12% 67.9% 81 9.88% 3.6
Covalis Capital
3361
Covalis Capital
United Kingdom
$209M +$16.2M +8% 1.48% 37.9% 42 71.43% 0.2
WealthTrust-Arizona
3362
WealthTrust-Arizona
Arizona
$209M +$14.7M +8% 5.7% 20.2% 743 11.04% 2.9
CWM
3363
Catamount Wealth Management
Connecticut
$209M +$1.94M +0.9% 5.85% 70.7% 196 12.76% 1.9
White Pine Investment Company
3364
White Pine Investment Company
Michigan
$209M +$15.8M +8% 8.46% 73.3% 55 14.55% 3.5
Northstar Wealth Partners
3365
Northstar Wealth Partners
Connecticut
$209M +$8.88M +4% 7.28% 36.2% 196 17.86% 0.9
Sicart Associates
3366
Sicart Associates
New York
$208M +$17.8M +9% 4.45% 99.1% 89 4.49% 1.3
Weik Capital Management
3367
Weik Capital Management
Pennsylvania
$208M +$5.1M +3% 6.44% 66.9% 129 6.2% 3.5
Shaker Financial Services
3368
Shaker Financial Services
Virginia
$208M +$5.6M +3% 0.72% 12.9% 144 41.67% 0.8
LFM
3369
Lumina Fund Management
New York
$208M -$794M -79% 7.1% 28.1% 52 53.85% 1.6
VM
3370
VPR Management
Texas
$208M +$9.7M +5% 1.69% 54.5% 17 17.65% 1
Dimension Capital Management
3371
Dimension Capital Management
Florida
$208M +$26M +14% 3.35% 65.5% 88 13.64% 1
Truvestments Capital
3372
Truvestments Capital
Florida
$208M +$48.7M +31% 6.42% 131% 889 80.54% 0
Holloway Wealth Management
3373
Holloway Wealth Management
Florida
$208M +$12M +6% 5.57% 50.7% 182 0% 1.2
Aquamarine Capital Management
3374
Aquamarine Capital Management
New York
$208M -$4.74M -2% 2.24% 23% 17 11.76% 3.1
Peddock Capital Advisors
3375
Peddock Capital Advisors
Massachusetts
$208M +$7.7M +4% 6.16% 113% 268 2.24% 2.4