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)
Oldfather Financial Services
5076
Oldfather Financial Services
Nebraska
$190M -$4.13M -2% 7.68% 60.8% 65 6.15% 1.7
Veery Capital
5077
Veery Capital
Delaware
$190M +$14.1M +8% 4.71% 63.4% 83 12.05% 0.8
SONA Asset Management (US)
5078
SONA Asset Management (US)
New York
$190M – – 0.52% 41% 352 – 0
ICM
5079
ISZO Capital Management
New York
$190M -$36.6M -16% 14.8% 68.2% 8 25% 1.4
Monte Financial Group
5080
Monte Financial Group
Connecticut
$190M +$15.7M +9% 8.04% 66.7% 74 21.62% 2.4
RCA
5081
Rex Capital Advisors
Rhode Island
$190M -$3.74M -2% 0.25% 7.31% 26 26.92% 2.7
Santori & Peters Inc
5082
Santori & Peters Inc
Pennsylvania
$190M +$13.7M +8% 8.97% 103% 60 8.33% 2.7
Ardmore Road Asset Management
5083
Ardmore Road Asset Management
New York
$190M – – 6.99% 245% 25 – 0
Howard Wealth Management
5084
Howard Wealth Management
Connecticut
$190M +$10.6M +6% 4.86% 69.9% 134 8.21% 1.7
Deane Retirement Strategies
5085
Deane Retirement Strategies
Louisiana
$189M +$10.7M +6% 5.73% 73.4% 72 50% 2.3
Columbia Trust
5086
Columbia Trust
Oregon
$189M -$271K -0.1% 7.82% 36% 139 0.72% 1.7
Brookmont Capital Management
5087
Brookmont Capital Management
Texas
$189M +$19.5M +12% 15.5% 32.2% 61 9.84% 4.9
Little House Capital
5088
Little House Capital
Massachusetts
$189M +$18.5M +11% 9.59% 118% 140 8.57% 0.9
Tyler-Stone Wealth Management
5089
Tyler-Stone Wealth Management
Ohio
$189M – – 10.6% – 949 – 0
Grant Street Asset Management
5090
Grant Street Asset Management
Pennsylvania
$189M +$18.6M +11% 8.73% 47.2% 57 33.33% 0.9
Demars Financial Group
5091
Demars Financial Group
Washington
$189M +$19.3M +11% 10.1% 69.1% 91 10.99% 1.2
EVP
5092
Evergreen Venture Partners
Israel
$189M – – 8.04% 88.4% 1 – 0
Seneca House Advisors
5093
Seneca House Advisors
Virginia
$189M +$22.4M +13% 9.93% 58.2% 94 13.83% 2.4
Trust Company of Kansas
5094
Trust Company of Kansas
Kansas
$189M +$13.6M +8% 5.24% 100% 72 13.89% 1.1
Tru Independence Asset Management 2
5095
Tru Independence Asset Management 2
Oregon
$189M +$47.6M +34% 8.72% – 146 38.36% 0.5
Shelter Insurance Retirement Plan
5096
Shelter Insurance Retirement Plan
Missouri
$189M +$10.8M +6% 6.4% 60.5% 8 0% 1.2
NIA Impact Advisors
5097
NIA Impact Advisors
California
$188M -$46.1M -20% 1.27% – 58 5.17% 0.9
LPWM LLC
5098
LPWM LLC
Minnesota
$188M +$20.1M +12% 7.32% 59.4% 67 8.96% 1.5
Black Diamond Capital Management
5099
Black Diamond Capital Management
Connecticut
$188M – – 27.1% 28.3% 16 – 1.1
ACM
5100
Asymmetry Capital Management
California
$188M +$22M +13% 12.2% 300% 38 60.53% 0.4