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)
Colorado Capital Management
5326
Colorado Capital Management
Colorado
$233M +$18.7M +9% 7.62% 60.4% 103 9.71% 5
Bluestem Financial Advisors
5327
Bluestem Financial Advisors
Illinois
$233M +$19.5M +9% 6.35% 42.2% 29 3.45% 4.4
DCM Advisors
5328
DCM Advisors
New York
$233M +$45.8M +24% 14.9% 99.3% 39 7.69% 3.4
Boone Capital Management
5329
Boone Capital Management
Georgia
$233M -$60.6M -21% 3.41% 278% 17 64.71% 0.8
Kensington Investment Counsel
5330
Kensington Investment Counsel
California
$233M +$8.08M +4% 5.38% 81.9% 102 8.82% 3
Ananym Capital Management
5331
Ananym Capital Management
New York
$233M +$31.9M +16% 3.88% – 15 33.33% 0.3
OCP
5332
OCO Capital Partners
New York
$233M +$57.2M +33% 24.2% 679% 4 0% 2.6
AAG
5333
Avalon Advisory Group
Pennsylvania
$233M +$20.5M +10% 7.23% 46% 16 6.25% 3
CNBT
5334
Cornerstone National Bank & Trust
Illinois
$233M +$9.01M +4% 6.91% 38.5% 175 5.14% 2
Keeler Thomas Management
5335
Keeler Thomas Management
Utah
$232M +$28.3M +14% 4.01% 52.1% 131 59.54% 1.1
Colonial River Investments
5336
Colonial River Investments
Virginia
$232M +$50.6M +28% 17.7% 156% 241 23.65% 1.6
Alexis Investment Partners
5337
Alexis Investment Partners
Texas
$232M +$23.1M +11% 10.4% – 48 16.67% 0.4
River Street Advisors
5338
River Street Advisors
Illinois
$232M +$30.2M +15% 10.9% 93.5% 171 23.98% 1.6
Brightline Capital Management
5339
Brightline Capital Management
Florida
$232M +$117M +101% 37.1% 810% 15 20% 0.7
PL
5340
Polianta Ltd
Jersey
$232M +$24.9M +12% 11.9% 31.6% 108 64.81% 0.6
Amiral Gestion
5341
Amiral Gestion
France
$232M +$50.2M +28% 11.3% – 30 40% 0.4
Beacon Investment Advisors
5342
Beacon Investment Advisors
Maryland
$232M +$20.2M +10% 10.8% 96.4% 162 4.32% 1.9
Zeno Equity Partners
5343
Zeno Equity Partners
United Kingdom
$232M -$44.6M -16% 7.53% – 13 23.08% 1.1
BWIA
5344
Bryant Woods Investment Advisors
New York
$232M +$23.7M +11% 8.53% 74.4% 52 5.77% 2.4
Ridgewood Investments
5345
Ridgewood Investments
New Jersey
$231M +$17.2M +8% 6.31% – 749 12.68% 1.7
Parker Financial
5346
Parker Financial
Washington
$231M +$23.5M +11% 7.98% 45% 38 10.53% 2.2
Harbour Investment Management
5347
Harbour Investment Management
Washington
$231M +$10.1M +5% 7.66% 58.8% 100 9% 6.5
Foundation Wealth Management (Pennsylvania)
5348
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$231M +$21.1M +10% 6.99% – 96 10.42% 0.5
Arcus Capital Partners
5349
Arcus Capital Partners
Georgia
$231M -$17.9M -7% 7.79% 69.2% 135 20.74% 3.1
Reliant Investment Management
5350
Reliant Investment Management
Tennessee
$231M +$38.3M +20% 21.8% 129% 63 19.05% 3.7