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)
Adaptive Financial Consulting
5076
Adaptive Financial Consulting
Ohio
$149M +$17M +13% 0.98% 33.4% 19 21.05% 1.1
SV
5077
Stilwell Value
New York
$149M +$16.3M +12% 15.2% 87.9% 41 17.07% 2.9
LPWM LLC
5078
LPWM LLC
Minnesota
$149M +$14.7M +11% 6.73% 59.4% 59 13.56% 1
Bluegrass Capital Partners
5079
Bluegrass Capital Partners
Florida
$149M +$31.9M +27% 1.08% 60.1% 17 17.65% 0.2
Founders Fund VII Management
5080
Founders Fund VII Management
California
$149M -$29.7M -17% 16.6% 64.7% 2 0% 0.3
MIP
5081
Ma Investment Partnership
California
$149M -$748K -0.5% 0.8% – 12 0% 0.3
Demars Financial Group
5082
Demars Financial Group
Washington
$149M +$7.35M +5% 2.62% 69.1% 81 16.05% 0.7
MAM
5083
Marketfield Asset Management
New York
$149M +$6.65M +5% 9.59% 61.5% 41 12.2% 3.7
Keystone Wealth Partners
5084
Keystone Wealth Partners
Arizona
$149M +$22.6M +18% 4.6% – 33 27.27% 0.2
A.D. Beadell Investment Counsel
5085
A.D. Beadell Investment Counsel
Wisconsin
$148M +$7.29M +5% 6.05% 83.3% 95 21.05% 3.5
FIM
5086
FWL Investment Management
Texas
$148M +$17.9M +14% 7.9% 165% 55 29.09% 0.2
MI
5087
Moneywise Inc
Virginia
$148M +$8.43M +6% 7.15% 60.8% 51 9.8% 2.4
Michael & Susan Dell Foundation
5088
Michael & Susan Dell Foundation
New York
$148M -$7.82M -5% 2.58% 238% 3 0% 0.5
Brightline Capital Management
5089
Brightline Capital Management
Florida
$148M +$15.7M +12% 22.9% 810% 19 52.63% 0.3
Dean Capital Management
5090
Dean Capital Management
Kansas
$148M -$20.6M -12% 17.8% 89.7% 143 55.94% 0.9
R.W. Roge & Company
5091
R.W. Roge & Company
New York
$148M +$10.7M +8% 3.57% 76.3% 39 5.13% 1
Roubaix Capital
5092
Roubaix Capital
Colorado
$148M +$18.3M +14% 26.2% 159% 78 70.51% 0.3
Amica Retiree Medical Trust
5093
Amica Retiree Medical Trust
Rhode Island
$148M +$5.64M +4% 5.33% – 163 11.66% 3.5
Boyar Asset Management
5094
Boyar Asset Management
New York
$148M +$15.3M +12% 12.8% 87% 83 7.23% 4.3
Portland Hill Asset Management
5095
Portland Hill Asset Management
United Kingdom
$148M +$5.76M +4% 6.2% 30.2% 33 18.18% 2.4
Ascension Capital Advisors
5096
Ascension Capital Advisors
Texas
$148M +$4.42M +3% 6.99% 59.3% 37 43.24% 0.8
MJB
5097
Mark J. Bradley
$148M +$2.61M +2% 3.28% – 52 3.85% 0.2
Brooks Moore & Associates
5098
Brooks Moore & Associates
Tennessee
$148M +$18.5M +14% 7.72% 63.7% 99 10.1% 1.7
Apogem Capital
5099
Apogem Capital
New York
$148M -$2.77M -2% 14.8% – 233 54.08% 0.1
Doheny Asset Management
5100
Doheny Asset Management
California
$148M +$3.64M +3% 5.77% 135% 107 14.02% 4.1