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)
ETF Portfolio Partners
3651
ETF Portfolio Partners
Kansas
$139M +$4.08M +3% 2.11% 50.2% 20 5% 1.9
Landmark Financial Advisors
3652
Landmark Financial Advisors
Kentucky
$139M +$4.8M +4% 1.82% 11.8% 55 7.27% 2
Stone House Investment Management
3653
Stone House Investment Management
Pennsylvania
$139M +$5.68M +4% 1.53% 53.1% 39 7.69% 0.4
PAM
3654
Pope Asset Management
Tennessee
$139M -$16M -10% 0.44% – 29 0% 2.9
Cue Advisory Services
3655
Cue Advisory Services
Arizona
$139M +$6.97M +5% 2.43% 52.3% 170 14.71% 1.6
Ullmann Wealth Partners Group
3656
Ullmann Wealth Partners Group
Florida
$139M +$18.4M +15% 2.52% 62.2% 170 21.76% 0.3
CVGPI
3657
Commonwealth Venture (GP) Partners IV
Massachusetts
$139M -$140M -50% 29.3% – 1 0% 0.5
BOC
3658
Barbara Oil Co
Illinois
$139M +$4.08M +3% 3.36% 76.9% 85 3.53% 2.7
SV
3659
Stilwell Value
New York
$139M -$1.73M -1% 0.03% 87.9% 45 17.78% 1.6
SL
3660
SOF Ltd
Cayman Islands
$138M +$6.36M +5% 4.81% 42.3% 1 0% 0.5
HCSF Management
3661
HCSF Management
California
$138M +$633K +0.5% 2.57% 58.8% 12 16.67% 1.6
Kassirer Asset Management
3662
Kassirer Asset Management
Ontario, Canada
$138M -$5.54M -4% 17.9% 577% 123 74.8% 0.2
Billings Capital Management
3663
Billings Capital Management
Virginia
$138M +$20.5M +17% 5.57% – 10 40% 0.9
Ironwood Investment Management
3664
Ironwood Investment Management
Massachusetts
$138M +$4.5M +3% 5.18% 164% 170 7.65% 2.8
Lucas Capital Management
3665
Lucas Capital Management
New Jersey
$138M +$3.12M +2% 2.4% 44.5% 132 18.94% 2.6
Yost Capital Management
3666
Yost Capital Management
Texas
$138M -$25.5M -16% 3.49% 125% 13 30.77% 0.9
WA
3667
WP Advisors
California
$138M -$21.3M -13% 0.44% 113% 74 14.86% 0.4
First City Capital Management
3668
First City Capital Management
Georgia
$138M +$2.11M +2% 1.85% 76.5% 143 5.59% 3.1
Fernwood Investment Management
3669
Fernwood Investment Management
Massachusetts
$138M +$12.2M +10% 6.93% 83.4% 149 16.78% 2.2
Perennial Advisors
3670
Perennial Advisors
New York
$138M +$7.9M +6% 3.32% – 206 17.48% 0.4
Wilsey Asset Management
3671
Wilsey Asset Management
California
$138M -$5.08M -4% 0.22% 66.9% 19 5.26% 2.8
Sicart Associates
3672
Sicart Associates
New York
$138M -$784K -0.6% 4.08% 99.1% 89 15.73% 0.5
Summit Partners
3673
Summit Partners
Massachusetts
$138M -$95.9M -41% 15.9% 13.7% 7 14.29% 2.3
Stellar Capital Management
3674
Stellar Capital Management
Arizona
$137M +$6.16M +5% 4.03% 23.4% 73 2.74% 2.6
Security National Bank
3675
Security National Bank
Nebraska
$137M +$3.81M +3% 2.89% 113% 67 4.48% 0.2