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)
AF
3726
Affiance Financial
Minnesota
$129M +$4.58M +4% 3.26% 57.8% 89 12.36% 1.8
CI
3727
CAZ Investments
Texas
$129M +$43.8M +51% 5.15% 263% 34 14.71% 1.5
BKA
3728
Brick & Kyle Associates
Pennsylvania
$129M +$4.38M +4% 5.97% 97.4% 454 8.37% 1.9
FPS
3729
Fieldpoint Private Securities
Connecticut
$129M – – 5.37% 47.2% 337 – 0
DHRFI
3730
DCM Hybrid RMB Fund International
California
$129M -$15.1M -10% 20.2% – 4 25% 0.6
1CM
3731
1492 Capital Management
Wisconsin
$129M -$979K -0.8% 7.84% 332% 123 27.64% 1
SCM
3732
Stonehearth Capital Management
Massachusetts
$129M +$595K +0.5% 5.24% 87.5% 36 19.44% 1.7
Valley Forge Capital Management
3733
Valley Forge Capital Management
Florida
$128M +$18.9M +17% 14.6% 49% 8 0% 0.3
HBWM
3734
Hollow Brook Wealth Management
New York
$128M -$33.4M -21% 7.02% 92.8% 48 18.75% 2.5
RIM
3735
Reliant Investment Management
Tennessee
$128M +$5.68M +5% 5.62% 129% 59 18.64% 2
VCA
3736
VIEX Capital Advisors
Florida
$128M -$30.2M -19% 0.57% 30.6% 27 55.56% 0.2
HM
3737
Harvest Management
New York
$128M -$44M -26% 11.1% 610% 100 67% 0.4
WCM
3738
Wunderlich Capital Managemnt
Tennessee
$128M +$5.3M +4% 5.99% 33.6% 99 14.14% 1.9
LS
3739
Lattice Strategies
Pennsylvania
$128M +$5.56M +5% 6.67% 19.9% 68 7.35% 2.9
SI
3740
Stanhope Investments
Cayman Islands
$128M +$5.13M +4% 4.17% – 1 0% 0.3
NR
3741
Newfound Research
Massachusetts
$128M +$16.5M +15% 4.3% 54.6% 232 22.41% 0.7
KAM
3742
Knightsbridge Asset Management
California
$128M +$20.7M +19% 3.64% 150% 30 16.67% 1.8
GCM
3743
Garland Capital Management
Washington
$128M -$11.6M -8% 2.66% 55.7% 32 15.63% 2.9
VCP
3744
Valtura Capital Partners
New York
$128M -$833M -87% 13.9% – 59 88.14% 0.2
MMPW
3745
Mitchell McLeod Pugh & Williams
Alabama
$128M +$4.22M +3% 5.74% 90.7% 174 7.47% 1.9
FAM
3746
Foothills Asset Management
Arizona
$128M -$2.58M -2% 4.45% 8.84% 65 23.08% 1.7
CWM
3747
CMH Wealth Management
New Hampshire
$128M +$13.5M +12% 6.33% 76.6% 56 25% 0.2
OAMA
3748
Oslo Asset Management AS
Norway
$127M +$2.45M +2% 6.59% 82.7% 13 23.08% 1.9
CC
3749
Caldera Capital
Texas
$127M +$66.3M +109% 10.6% 84.5% 25 48% 0.2
DA
3750
Doliver Advisors
Texas
$127M +$9.32M +8% 2.93% 92.3% 290 47.59% 0.6