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)
Arkfeld Wealth Strategies
5326
Arkfeld Wealth Strategies
Nebraska
$197M +$14.7M +8% 3.77% 90.8% 97 11.34% 2.5
Gator Capital Management
5327
Gator Capital Management
Florida
$197M +$2.03M +1% 1.01% 245% 67 17.91% 3
DVF
5328
Discovery Value Fund
Singapore
$197M -$91.9M -32% 18.3% 210% 7 57.14% 2.5
MAS
5329
Madden Advisory Services
Florida
$197M +$6.92M +4% 1.76% 52.3% 94 3.19% 5.2
Pacific Wealth Management
5330
Pacific Wealth Management
California
$196M +$21.2M +12% 1.81% 72.8% 27 40.74% 1.8
JCM
5331
JS Capital Management
New York
$196M -$44M -18% 18.3% 52.4% 1 0% 5
First Financial Corp
5332
First Financial Corp
Indiana
$196M -$696K -0.4% 2.04% 95.3% 561 18.36% 5
Ayrshire Capital Management
5333
Ayrshire Capital Management
Connecticut
$196M +$11.4M +6% 2.91% 84.8% 48 4.17% 3
Littlejohn & Co
5334
Littlejohn & Co
Connecticut
$196M +$40.2M +26% 7.23% 56.2% 37 27.03% 1.9
Bluesphere Advisors
5335
Bluesphere Advisors
Pennsylvania
$196M +$15.7M +9% 6.44% 105% 106 20.75% 2.1
Verger Capital Management
5336
Verger Capital Management
North Carolina
$196M +$420K +0.2% 1.33% 58.3% 13 0% 7.3
Strait & Sound Wealth Management
5337
Strait & Sound Wealth Management
California
$196M +$17.2M +10% 5.43% 74% 157 26.11% 1
Burrus Financial Services
5338
Burrus Financial Services
Utah
$196M +$778K +0.4% 0.31% 31.3% 10 10% 1.8
IPA
5339
Investment Planning Advisors
Georgia
$196M – – 0.99% – 59 – 0
LJCM
5340
Lee Johnson Capital Management
Texas
$196M +$3.55M +2% 0.37% 118% 24 45.83% 1.5
Autumn Glory Partners
5341
Autumn Glory Partners
Texas
$196M -$8.5M -4% 1.64% 69.5% 180 11.11% 1.4
Sapience Investments
5342
Sapience Investments
California
$196M -$106M -35% 0.04% 54.9% 90 11.11% 3.3
Range Financial Group
5343
Range Financial Group
Oregon
$196M +$3.27M +2% 2.72% 195% 202 26.73% 1.6
Idaho Trust Bank
5344
Idaho Trust Bank
Idaho
$196M +$92.1M +89% 0.44% 47.5% 157 91.72% 0.2
Flynn Zito Capital Management
5345
Flynn Zito Capital Management
New York
$196M +$2M +1% 4.07% 97.3% 124 15.32% 1.1
MBA Advisors
5346
MBA Advisors
Pennsylvania
$196M +$2.15M +1% 1.87% 58.3% 132 9.09% 2.3
Fortress Wealth Management
5347
Fortress Wealth Management
California
$196M +$1.47M +0.8% 0.2% 52.1% 69 2.9% 1.6
Beacon Investment Advisors
5348
Beacon Investment Advisors
Maryland
$195M +$20M +11% 0.46% 96.4% 151 11.92% 1.2
Eaton-Cambridge
5349
Eaton-Cambridge
Arizona
$195M +$7.63M +4% 1.24% – 30 0% 0.5
Game Creek Capital
5350
Game Creek Capital
Massachusetts
$195M -$13.5M -6% 1.56% 176% 74 27.03% 3