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)
Wills Financial Group
4076
Wills Financial Group
Virginia
$172M +$11.3M +7% 9.51% 57.5% 51 0% 4.1
Intrepid Capital Management
4077
Intrepid Capital Management
Florida
$172M -$4.93M -3% 7.67% 70.2% 91 14.29% 1.3
Astoria Strategic Wealth
4078
Astoria Strategic Wealth
Texas
$172M +$15.6M +10% 4.84% 42.1% 28 7.14% 0.6
EE
4079
EWG Elevate
California
$172M +$23.7M +16% 9.34% 76% 74 33.78% 0.5
ADW Capital Management
4080
ADW Capital Management
Florida
$172M +$67.5M +65% 27.5% 78.2% 4 0% 0.7
Malaga Cove Capital
4081
Malaga Cove Capital
California
$172M +$7.91M +5% 13.3% 97.3% 177 32.2% 1.4
Denver PWM
4082
Denver PWM
Colorado
$172M +$7.82M +5% 5.37% 48.6% 85 21.18% 1.6
Sonata Capital Group
4083
Sonata Capital Group
Washington
$171M +$13.7M +9% 6.8% 66.5% 120 10% 3.7
Mendon Capital Advisors
4084
Mendon Capital Advisors
Florida
$171M -$25.1M -13% 2.63% – 67 32.84% 2
Beirne Wealth Consulting Services
4085
Beirne Wealth Consulting Services
Connecticut
$171M +$48.6M +40% 8.61% 81.9% 147 52.38% 0.7
EnCap Energy Capital Fund IX
4086
EnCap Energy Capital Fund IX
Texas
$171M -$43.1M -20% 15.6% 69.2% 4 0% 2.5
LCH
4087
Lee Capital Holdings
New York
$171M +$62M +57% 10.9% 34.4% 63 44.44% 1
Delphi Financial Group
4088
Delphi Financial Group
Delaware
$171M -$4.76M -3% 3.28% 66.3% 25 0% 2.1
Teza Capital Management
4089
Teza Capital Management
Illinois
$171M -$281M -62% 5.37% 133% 678 70.8% 0.2
ARG
4090
Advisory Resource Group
Oklahoma
$171M +$8.35M +5% 0.27% 72% 109 28.44% 1
Makena Capital Management
4091
Makena Capital Management
California
$170M +$6.69M +4% 6.55% 85.5% 68 16.18% 1.4
DMK
4092
David M. Knott
$170M -$12.7M -7% 2.33% 81% 104 14.42% 3
HGI Capital Management
4093
HGI Capital Management
New York
$170M +$8.23M +5% 3.11% 47% 70 48.57% 0.8
Bison Wealth
4094
Bison Wealth
Georgia
$170M +$12.1M +8% 9.99% 37.4% 399 18.55% 2
Augustine Asset Management
4095
Augustine Asset Management
Florida
$170M +$4.74M +3% 8.44% 316% 85 5.88% 2.8
Crestview Partners III
4096
Crestview Partners III
New York
$170M -$8.08M -5% 3.33% 51.2% 3 0% 2.4
Aull & Monroe Investment Management
4097
Aull & Monroe Investment Management
Alabama
$170M +$8.52M +5% 7.36% 98.3% 125 3.2% 5.5
Hapanowicz & Associates Financial Services
4098
Hapanowicz & Associates Financial Services
Pennsylvania
$170M +$11.2M +7% 4.26% 65% 31 45.16% 1.6
BE
4099
Bonness Enterprises
District of Columbia
$170M +$14.1M +9% 11% 98.6% 42 0% 6.3
Monaco Asset Management
4100
Monaco Asset Management
Monaco
$170M +$79.6M +88% 0.95% 136% 50 52% 0.3