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)
HA
4476
Havens Advisors
New York
$110M -$32.3M -23% 2.08% 460% 40 55% 0.3
Roubaix Capital
4477
Roubaix Capital
Colorado
$110M -$9.9M -8% 4.72% 174% 48 62.5% 0.2
FRM
4478
Fox Run Management
Connecticut
$110M -$40.7M -27% 0.38% 64% 650 85.38% 0.1
Newport Wealth Strategies
4479
Newport Wealth Strategies
California
$110M +$1.03M +0.9% 1.38% 51.5% 84 7.14% 1.4
Ballew Advisors
4480
Ballew Advisors
Mississippi
$110M -$311K -0.3% 1.19% 68% 94 10.64% 1.5
Sterneck Capital Management
4481
Sterneck Capital Management
Missouri
$109M -$5.89M -5% 2.26% 61.5% 82 10.98% 3.7
KCM
4482
Knoll Capital Management
Florida
$109M -$12.9M -11% 10.6% 258% 23 4.35% 1.4
Titus Wealth Management
4483
Titus Wealth Management
California
$109M +$7.82M +8% 0.45% 26.6% 105 16.19% 1.2
Mork Capital Management
4484
Mork Capital Management
California
$109M +$1.09M +1% 1.15% 61.9% 107 4.67% 1.9
Quadrant Private Wealth Management
4485
Quadrant Private Wealth Management
Pennsylvania
$109M -$969K -0.9% 0.1% 87.9% 119 31.09% 1.3
HH
4486
HWG Holdings
Texas
$108M +$5.27M +5% 3.21% – 146 37.67% 0.7
Fort Baker Capital Management
4487
Fort Baker Capital Management
California
$108M -$18M -14% 2.77% 46.3% 33 87.88% 0.1
AAM
4488
Ascension Asset Management
New York
$108M -$5.2M -5% 3.1% – 74 8.11% 1.6
Mendel Money Management
4489
Mendel Money Management
Illinois
$108M +$3.67M +4% 2.28% 75.4% 53 9.43% 3.3
Formidable Asset Management
4490
Formidable Asset Management
Ohio
$108M -$183M -63% 5.09% 52.2% 248 60.08% 0.4
CNB Bank
4491
CNB Bank
Pennsylvania
$108M -$9.14M -8% 1.19% 91.6% 518 26.45% 1.2
Xcel Wealth Management
4492
Xcel Wealth Management
Florida
$108M +$5.95M +6% 1.37% 93.7% 76 3.95% 0.7
Genesee Capital Advisors
4493
Genesee Capital Advisors
New York
$108M +$8.75M +9% 2.58% 107% 74 13.51% 0.5
Inherent Group
4494
Inherent Group
New York
$108M +$15.9M +17% 6.12% 61.7% 7 28.57% 0.4
Copernicus Capital Management
4495
Copernicus Capital Management
California
$107M -$4.94M -4% 6.34% 126% 19 36.84% 0.7
RHDIC
4496
R.H. Dinel Investment Counsel
California
$107M -$541K -0.5% 0.36% 55.9% 47 0% 5.2
IFG Advisors
4497
IFG Advisors
Missouri
$107M – – 1.09% 78.7% 65 – 0
Bull Street Advisors
4498
Bull Street Advisors
Georgia
$107M – – 2.1% 48.5% 87 – 0
SRCM
4499
Swift Run Capital Management
Virginia
$107M -$1.19M -1% 3.8% 9.9% 41 9.76% 3.4
SC
4500
Spindletop Capital
New York
$107M -$3.9M -4% 2.4% – 8 0% 3.4