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)
Aristides Capital
4401
Aristides Capital
Kentucky
$144M +$11.5M +9% 12.7% 126% 134 56.72% 0.3
Lipe & Dalton
4402
Lipe & Dalton
New York
$144M +$6.15M +4% 6.51% 101% 100 9% 3.4
TrueFG
4403
TrueFG
Texas
$144M +$11.3M +9% 5.17% 54.2% 31 0% 0.7
Wolf Group Capital Advisors
4404
Wolf Group Capital Advisors
Virginia
$144M +$9.6M +7% 8.12% 28.2% 90 22.22% 2.2
Sloane Robinson
4405
Sloane Robinson
United Kingdom
$144M +$20.8M +17% 15.1% 175% 23 26.09% 0.9
BRCA
4406
Birch Run Capital Advisors
Texas
$144M -$11.5M -7% 11.7% 8.22% 24 8.33% 2.2
John W. Brooker & Co
4407
John W. Brooker & Co
California
$144M +$3.11M +2% 4.75% 43.4% 171 6.43% 0.7
MAM
4408
Marketfield Asset Management
New York
$144M +$11.2M +8% 14.9% 61.5% 37 0% 3.5
NEPC LLC
4409
NEPC LLC
Massachusetts
$143M -$24M -14% 3.76% 21.3% 30 16.67% 0.6
Gibraltar Capital Management
4410
Gibraltar Capital Management
Oklahoma
$143M +$7M +5% 2.29% 65% 51 15.69% 2.2
NEGWA
4411
New England Guild Wealth Advisors
Connecticut
$143M +$7.08M +5% 4.98% 6.04% 56 5.36% 2.2
Vontobel Swiss Wealth Advisors
4412
Vontobel Swiss Wealth Advisors
Switzerland
$143M -$9.12M -6% 11.3% 70.1% 85 30.59% 1.9
Jacobsen Capital Management
4413
Jacobsen Capital Management
Utah
$143M +$12.1M +9% 8.14% 97.3% 61 11.48% 1
Bellevue Asset Management
4414
Bellevue Asset Management
Washington
$143M +$45.6M +47% 8.02% 56.7% 637 8.79% 0.7
TL Private Wealth
4415
TL Private Wealth
Texas
$143M +$18M +14% 6.26% 50.6% 46 8.7% 0.6
Atwater Malick
4416
Atwater Malick
Pennsylvania
$143M +$15.8M +12% 11.5% 83.4% 42 7.14% 1.4
Addison Capital
4417
Addison Capital
Pennsylvania
$143M +$12.4M +10% 11.9% 71.4% 104 9.62% 3.4
Acuitas Investments
4418
Acuitas Investments
Washington
$143M +$63M +79% 9.53% 120% 66 45.45% 0.1
Client 1st Advisory Group
4419
Client 1st Advisory Group
Florida
$143M +$22.1M +18% 5.46% 64.5% 65 24.62% 0.5
Valtinson Bruner Financial Planning
4420
Valtinson Bruner Financial Planning
Minnesota
$143M +$1.96M +1% 4.25% 40.3% 78 14.1% 1.1
Rain Capital Management
4421
Rain Capital Management
Oregon
$143M +$1.98M +1% 3.36% 18.2% 36 0% 2.7
DLG
4422
Daniel L. Goodwin
$143M -$16.2M -10% 3.28% 72.6% 98 13.27% 3.5
Colton Groome Financial Advisors
4423
Colton Groome Financial Advisors
North Carolina
$142M +$4.94M +4% 6.06% 65.8% 58 10.34% 1
PC
4424
PA Capital
Virginia
$142M +$4.26M +3% 16.4% – 208 37.02% 0.7
SFI
4425
Sonic Fund II
Hawaii
$142M -$58.7M -29% 10.9% 119% 18 5.56% 0.5