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)
Glen Eagle Advisors
3876
Glen Eagle Advisors
New Jersey
$111M – – 3.76% 68.5% 536 – 0
SFA
3877
Staton Financial Advisors
North Carolina
$111M +$1.72M +2% 1.38% – 43 9.3% 1.4
Israel Discount Bank of New York
3878
Israel Discount Bank of New York
New York
$111M – – 1.58% 40.8% 477 – 0
Private Harbour Investment Management & Counsel
3879
Private Harbour Investment Management & Counsel
Ohio
$111M -$6.31M -5% 0.28% 82.6% 88 11.36% 2.6
Venator Capital Management
3880
Venator Capital Management
Ontario, Canada
$111M -$41.3M -27% 6.56% 154% 29 48.28% 0.6
Bennicas & Associates
3881
Bennicas & Associates
California
$111M +$707K +0.6% 2.19% 40.3% 89 6.74% 2.9
Burke & Herbert Bank & Trust
3882
Burke & Herbert Bank & Trust
Virginia
$110M +$3K +0% 4.48% 67.8% 138 7.97% 2.5
Colorado Capital Management
3883
Colorado Capital Management
Colorado
$110M +$1.96M +2% 0.33% 60.4% 69 10.14% 0.9
Accuvest Global Advisors
3884
Accuvest Global Advisors
Utah
$110M -$248M -69% 0.36% 130% 75 33.33% 1.1
RWA Wealth Partners
3885
RWA Wealth Partners
Massachusetts
$110M – – 2.57% 58.4% 48 – 0
Guild Investment Management
3886
Guild Investment Management
California
$110M +$10M +10% 9.53% 101% 45 77.78% 0.3
FA
3887
Financial Advantage
Maryland
$110M +$1.75M +2% 2.55% 24.3% 33 24.24% 2.1
ThornTree Capital Partners
3888
ThornTree Capital Partners
Massachusetts
$110M – – 3.74% 217% 9 – 0
Access Financial Services
3889
Access Financial Services
Minnesota
$110M – – 0.23% 44.8% 64 – 0
Capco Asset Management
3890
Capco Asset Management
Florida
$110M – – 6.96% 46.1% 17 – 0
Excalibur Management
3891
Excalibur Management
Massachusetts
$110M +$4.43M +4% 4.16% 81.7% 80 23.75% 2.4
Luzich Partners
3892
Luzich Partners
Nevada
$110M – – 5.03% – 18 – 0
Dearborn Capital Management
3893
Dearborn Capital Management
Illinois
$110M – – 0.51% – 14 – 0
SIM
3894
Summitview Investment Management
Cayman Islands
$110M +$27.9M +34% 10.7% – 11 63.64% 0.3
Valley Forge Capital Management
3895
Valley Forge Capital Management
Florida
$110M – – 10.2% 49% 8 – 0
Tenzing Global Management
3896
Tenzing Global Management
California
$110M – – 0.99% 273% 17 – 0
FBT
3897
First Bank & Trust
South Dakota
$110M – – 2.29% 85.6% 265 – 0
LI
3898
Longer Investments
Arkansas
$109M -$5.66M -5% 1.09% 20.4% 47 44.68% 1.6
Numen Capital
3899
Numen Capital
United Kingdom
$109M – – 0.53% 146% 6 – 0
Friedenthal Financial
3900
Friedenthal Financial
New Jersey
$109M -$5.16M -5% 1.9% 111% 55 40% 1