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)
Heronetta Management
5076
Heronetta Management
New York
$139M -$3.69M -3% 4.94% 59.7% 24 0% 6.4
Pavion Blue Capital
5077
Pavion Blue Capital
California
$139M -$8.67M -6% 6.13% 77.6% 92 6.52% 2.2
Leeward Financial Partners
5078
Leeward Financial Partners
Washington
$139M -$6.24M -4% 5.09% 97.9% 69 10.14% 0.7
Kelleher Financial Advisors
5079
Kelleher Financial Advisors
New York
$139M -$82.8M -37% 4.92% 72.4% 149 29.53% 3.5
SV
5080
Stilwell Value
New York
$139M -$5.59M -4% 7.35% 87.9% 42 16.67% 3.6
Main Management Fund Advisors
5081
Main Management Fund Advisors
California
$139M -$2.16M -2% 5.25% 80% 9 22.22% 0.7
Acute Investment Advisory
5082
Acute Investment Advisory
Arizona
$139M +$10.6M +8% 2.97% 15% 37 54.05% 0.4
BCK Capital Management
5083
BCK Capital Management
Connecticut
$139M +$10.4M +8% 15.8% 161% 126 46.03% 0.5
HPC
5084
Hobart Private Capital
North Carolina
$139M -$74.8M -35% 5.56% 60% 40 20% 1.8
Adalta Capital Management
5085
Adalta Capital Management
New York
$139M -$14.8M -10% 5.78% 80.4% 102 14.71% 2.7
Values First Advisors
5086
Values First Advisors
Tennessee
$139M -$1.6M -1% 0.29% 87.6% 165 10.3% 1.8
Ironwood Wealth Management (West Virginia)
5087
Ironwood Wealth Management (West Virginia)
West Virginia
$139M -$6.53M -4% 4.04% 38.1% 25 20% 1.3
One01 Capital
5088
One01 Capital
California
$139M -$51M -27% 4.68% 123% 19 57.89% 0.4
PWP
5089
Pursue Wealth Partners
California
$139M -$18M -11% 4.57% 108% 127 23.62% 0.6
Brightlight Capital Management
5090
Brightlight Capital Management
Connecticut
$139M -$20.6M -13% 9.31% 202% 13 30.77% 1.7
Shelter Insurance Retirement Plan
5091
Shelter Insurance Retirement Plan
Missouri
$139M -$11.6M -8% 7.6% 60.5% 8 0% 1.9
1492 Capital Management
5092
1492 Capital Management
Wisconsin
$139M -$13.2M -9% 1.56% 332% 132 34.85% 1.4
Prime Movers Lab
5093
Prime Movers Lab
Wyoming
$139M -$48.9M -26% 18.1% – 5 0% 0.7
Beta Wealth Group
5094
Beta Wealth Group
California
$139M -$10.4M -7% 5.14% 45.4% 98 19.39% 1.1
Patrick Mauro Investment Advisor
5095
Patrick Mauro Investment Advisor
Illinois
$139M – – 8.36% 31.7% 43 – 0
Pensionfund DSM Netherlands
5096
Pensionfund DSM Netherlands
Netherlands
$139M -$19.6M -12% 10.9% 36.9% 82 6.1% 5.9
Greenfield Savings Bank
5097
Greenfield Savings Bank
Massachusetts
$138M -$10.7M -7% 5.39% 108% 142 7.75% 0.2
AllSquare Wealth Management
5098
AllSquare Wealth Management
New York
$138M -$8.62M -6% 5.66% 62.4% 546 5.13% 4
Retirement Planning Company of New England
5099
Retirement Planning Company of New England
Rhode Island
$138M -$8.33M -6% 5.67% 125% 222 9.91% 0.7
Pacifica Partners
5100
Pacifica Partners
Canada
$138M -$6.72M -5% 6.25% 127% 515 10.87% 1.9