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)
Aevitas Wealth Management
4576
Aevitas Wealth Management
Massachusetts
$100M +$421K +0.4% 2.92% 36.4% 104 2.88% 1.7
Lingohr Asset Management
4577
Lingohr Asset Management
Germany
$100M -$2.11M -2% 2.42% 141% 124 18.55% 1.1
TMC
4578
Trellus Management Company
Florida
$100M +$25.9M +35% 2.87% 268% 87 48.28% 1.2
Mountaineer Partners Management
4579
Mountaineer Partners Management
New York
$99.3M -$117M -54% 5.08% 158% 16 31.25% 0.5
Grace Capital
4580
Grace Capital
Massachusetts
$99M -$111M -53% 1.35% 127% 195 38.46% 1.4
Progeny 3 Inc
4581
Progeny 3 Inc
Washington
$99M +$3.84M +4% 3.76% 96.8% 20 30% 1.2
Elmwood Wealth Management
4582
Elmwood Wealth Management
California
$98.9M -$14.2M -13% 0.19% 42.1% 293 8.53% 1.3
Sanctuary Wealth Management
4583
Sanctuary Wealth Management
Idaho
$98.9M -$9.5M -9% 0.63% – 30 16.67% 1.1
Coyle Financial Counsel
4584
Coyle Financial Counsel
Illinois
$98.4M -$13.6M -12% 1.75% 62.4% 60 13.33% 1.2
Signet Investment Advisory Group
4585
Signet Investment Advisory Group
Rhode Island
$98.3M +$2.51M +3% 2.29% 59.6% 75 6.67% 0.7
Performa Ltd (US)
4586
Performa Ltd (US)
South Carolina
$97.8M $0 0% 1.28% 55.8% 7 0% 0.8
Steinberg Asset Management
4587
Steinberg Asset Management
New York
$97.8M -$8.54M -8% 2.26% 130% 36 8.33% 3.6
TRV GP IV
4588
TRV GP IV
Massachusetts
$97.7M -$20.4M -17% 33.7% 1,102% 2 50% 0.4
Hanseatic Management Services
4589
Hanseatic Management Services
New Mexico
$97.5M -$506K -0.5% 4.61% – 237 27.85% 0.7
Fairbanks Capital Management
4590
Fairbanks Capital Management
California
$97.1M +$3.31M +4% 0.94% 81.3% 57 12.28% 1.3
JPLA
4591
Joseph P. Lucia & Associates
New York
$97.1M +$1.74M +2% 0.47% 74.3% 488 6.15% 0.4
Lansing Management
4592
Lansing Management
New York
$97M +$4.9M +5% 3.69% 76.9% 9 0% 0.7
Dean Capital Management
4593
Dean Capital Management
Kansas
$96.8M +$791K +0.8% 0.3% 89.7% 151 31.13% 0.7
DIS
4594
Diversified Investment Strategies
Louisiana
$96.8M -$7.15M -7% 2.77% 86% 36 13.89% 3.3
Spectrum Asset Management (Connecticut)
4595
Spectrum Asset Management (Connecticut)
Connecticut
$96.7M +$5.07M +6% 9.59% 0.74% 4 0% 5.1
Solas Capital Management
4596
Solas Capital Management
Connecticut
$96.7M -$1.21M -1% 1.42% 62.5% 25 20% 0.5
Private Harbour Investment Management & Counsel
4597
Private Harbour Investment Management & Counsel
Ohio
$96.4M -$660K -0.7% 2.17% 82.6% 72 5.56% 3.7
SA
4598
Sunesis Advisors
Kansas
$96.4M +$3.03M +3% 2.14% – 29 6.9% 1
Rosenthal Henry Capital Advisors
4599
Rosenthal Henry Capital Advisors
Indiana
$96.3M -$10M -9% 0.64% 91.9% 72 18.06% 1.9
Castle Rock Wealth Management
4600
Castle Rock Wealth Management
California
$96.3M +$6.17M +7% 1.37% 115% 199 47.74% 0.3