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)
GS Investments
5351
GS Investments
Minnesota
$212M -$9.11M -4% 2.38% 108% 134 11.94% 4.2
ISFAN
5352
Investor's Fiduciary Advisor Network
Washington
$212M -$49.2M -19% 2.75% – 206 22.82% 0.2
DMKJ
5353
David M. Knott Jr
$212M -$64.6M -23% 12.6% 169% 103 32.04% 2
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
5354
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$212M -$39.9M -16% 8.79% 215% 205 21.95% 1.5
ORIX Corp
5355
ORIX Corp
Japan
$212M +$10.2M +5% 4.5% 11.7% 1 0% 7.3
Beacon Investment Advisors
5356
Beacon Investment Advisors
Maryland
$212M -$1.12M -0.5% 1.33% 96.4% 160 6.25% 1.8
Ted Buchan & Co
5357
Ted Buchan & Co
California
$211M -$354K -0.2% 1.07% 65.2% 88 7.95% 1.6
BNMT
5358
Bawa N Mallick Trust
New York
$211M -$16.5M -7% 6.9% – 68 4.41% 0.3
Hubbell Strickland Wealth Management
5359
Hubbell Strickland Wealth Management
Louisiana
$211M +$331K +0.2% 0.65% 64.8% 85 15.29% 3.8
Mendel Money Management
5360
Mendel Money Management
Illinois
$211M -$12.9M -6% 2.78% 88.8% 143 9.09% 4.1
TRB Advisors
5361
TRB Advisors
New York
$211M -$390M -65% 8.02% 76.1% 8 25% 4.9
Woodward Financial Advisors
5362
Woodward Financial Advisors
North Carolina
$211M +$8.86M +4% 0.33% 55% 58 8.62% 2.5
Ranch Capital Advisors
5363
Ranch Capital Advisors
Florida
$211M -$828K -0.4% 0.12% 92.6% 146 8.22% 3.6
Christensen King & Associates Investment Services
5364
Christensen King & Associates Investment Services
Washington
$211M -$2.51M -1% 1.87% 57.9% 97 5.15% 1.1
FACT Capital
5365
FACT Capital
New York
$211M -$18.6M -8% 3.08% 227% 22 22.73% 1.1
BIA
5366
Bigelow Investment Advisors
Maine
$210M -$2.65M -1% 1.23% 75.7% 152 7.89% 4.7
MA
5367
Menlo Advisors
California
$210M +$14.3M +7% 3.17% 108% 30 13.33% 6.4
Caldwell Sutter Capital
5368
Caldwell Sutter Capital
California
$210M -$4.68M -2% 0.44% 79.5% 926 7.02% 1.8
Centennial Bank
5369
Centennial Bank
Arkansas
$210M -$2.28M -1% 0.73% 69.9% 335 8.66% 1.8
Foundation Wealth Management (Pennsylvania)
5370
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$210M +$3.78M +2% 0.37% – 92 7.61% 0.2
Flagship Private Wealth
5371
Flagship Private Wealth
Massachusetts
$210M +$2.37M +1% 2.62% 70.2% 111 18.92% 2.7
Powers Advisory Group
5372
Powers Advisory Group
Illinois
$210M +$10.2M +5% 0.11% 49.8% 107 3.74% 2.5
Deane Retirement Strategies
5373
Deane Retirement Strategies
Louisiana
$210M +$11M +6% 3.79% 73.4% 78 17.95% 3.1
Pavion Blue Capital
5374
Pavion Blue Capital
California
$210M -$3.21M -2% 0.97% 87.8% 105 8.57% 3.9
Davidson Trust Company
5375
Davidson Trust Company
Washington
$210M +$15.4M +8% 1.09% 77% 168 10.12% 3.3