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)
MKC
3901
M. Kraus & Co
Vermont
$297M -$17.1M -5% 4.42% 65.9% 78 15.38% 4.1
Quattro Financial Advisors
3902
Quattro Financial Advisors
Texas
$297M +$14.1M +5% 5.01% 77.6% 111 36.94% 1
BHZ Capital Management
3903
BHZ Capital Management
California
$297M +$2.58M +0.9% 1.23% 3.24% 150 16% 2.5
Element Pointe Advisors
3904
Element Pointe Advisors
Florida
$297M -$27.2M -8% 1.48% 75.1% 117 33.33% 1.7
Trinity Legacy Partners
3905
Trinity Legacy Partners
Texas
$296M +$1.24M +0.4% 1.57% 63.3% 122 25.41% 1.5
Curtis Advisory Group
3906
Curtis Advisory Group
California
$296M -$8.46M -3% 5.25% 79.8% 88 9.09% 1.6
TSP Capital Management Group
3907
TSP Capital Management Group
New Jersey
$296M -$3.24M -1% 6.65% 186% 53 0% 2.5
CIM
3908
CIM Investment Management
Pennsylvania
$296M -$38M -11% 5.89% 123% 319 28.21% 2.6
Schwarz Dygos Wheeler Investment Advisors
3909
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$296M +$738K +0.2% 0.24% 74% 146 14.38% 2
Whetstone Capital Advisors
3910
Whetstone Capital Advisors
Kansas
$296M -$192M -39% 18% 282% 30 33.33% 1.7
WPI
3911
Walter Public Investments
Canada
$296M – – 5.19% 72.7% 27 – 0
Advisors Management Group
3912
Advisors Management Group
Wisconsin
$296M -$37.6M -11% 4.08% 125% 150 18.67% 3.3
Daniels + Tansey
3913
Daniels + Tansey
Delaware
$296M -$27.8M -9% 5.46% 21.1% 37 16.22% 1.3
Eldridge Investment Advisors
3914
Eldridge Investment Advisors
New Hampshire
$296M -$7.11M -2% 4.25% 50.9% 139 18.71% 2.6
Tennessee Valley Asset Management Partners
3915
Tennessee Valley Asset Management Partners
Tennessee
$295M -$4M -1% 3.18% 65.7% 93 7.53% 1
Summit Financial Group
3916
Summit Financial Group
West Virginia
$295M -$11.8M -4% 2.67% 26.1% 224 12.05% 2.7
Curated Wealth Partners
3917
Curated Wealth Partners
California
$295M -$14.1M -5% 5.36% 39.9% 143 2.8% 1.1
Patient Capital Management
3918
Patient Capital Management
Maryland
$295M -$51.8M -15% 0.79% 131% 50 24% 0.2
Elgethun Capital Management
3919
Elgethun Capital Management
South Dakota
$295M +$8.83M +3% 0.55% 61.5% 113 5.31% 3.4
Ayalon Insurance Company
3920
Ayalon Insurance Company
Israel
$295M +$2.37M +0.8% 2.77% 99.6% 144 14.58% 2.7
Sentinel Pension Advisors
3921
Sentinel Pension Advisors
Massachusetts
$295M -$22.8M -7% 4.5% 46.5% 108 23.15% 1.4
MP
3922
Mediatel Partners
Texas
$295M -$21.3M -7% 6.75% 11.6% 2 0% 8.8
Walter & Keenan Wealth Management
3923
Walter & Keenan Wealth Management
Indiana
$295M -$13.1M -4% 3.23% 92% 150 5.33% 3.1
Analog Century Management
3924
Analog Century Management
New York
$295M -$72.6M -20% 16.2% 785% 21 14.29% 1.1
White Pine Investment Company
3925
White Pine Investment Company
Michigan
$294M -$6.11M -2% 0.01% 73.3% 60 5% 4.2