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)
TL
5376
TowerView LLC
New York
$150M -$2.87M -2% 2.39% 17.9% 28 25% 3.6
H&F Corporate Investors IX
5377
H&F Corporate Investors IX
California
$150M +$109K +0.1% 0.07% 62.7% 1 0% 0.8
Acorn Wealth Advisors
5378
Acorn Wealth Advisors
Michigan
$150M +$3.63M +2% 3.11% 58.8% 193 16.06% 3
MFG
5379
Monumental Financial Group
Maryland
$150M +$1.62M +1% 3.14% 18.2% 46 13.04% 1.3
TKG Advisors
5380
TKG Advisors
Indiana
$150M -$3.7M -2% 1.91% 104% 107 17.76% 0.8
High Ground Investment Management
5381
High Ground Investment Management
United Kingdom
$150M +$23.2M +18% 6.3% 25.9% 7 0% 0.6
FWG Holdings
5382
FWG Holdings
Florida
$150M -$8.16M -5% 2.01% 91.6% 101 8.91% 1.3
TRB Advisors
5383
TRB Advisors
New York
$150M -$291M -66% 8.02% 64% 5 20% 5.6
Sterneck Capital Management
5384
Sterneck Capital Management
Missouri
$150M -$13.5M -8% 3.86% 61.5% 101 12.87% 4.8
Financial Avengers
5385
Financial Avengers
California
$150M -$1.59M -1% 3.95% 108% 189 21.69% 2
IVC Wealth Advisors
5386
IVC Wealth Advisors
Pennsylvania
$150M -$8.35M -5% 4.14% 81.9% 166 10.84% 2.1
Hiddenite Capital Partners
5387
Hiddenite Capital Partners
New York
$149M +$39.8M +36% 6.11% 523% 60 68.33% 0.4
APEIRON Capital Ltd
5388
APEIRON Capital Ltd
Hong Kong
$149M -$16.1M -10% 3.26% 487% 17 52.94% 0.9
Montis Financial
5389
Montis Financial
Massachusetts
$149M -$2.36M -2% 4.4% 46% 75 28% 1.8
Red Tortoise LLC
5390
Red Tortoise LLC
Georgia
$149M -$10M -6% 4.03% 43.7% 597 16.42% 0.8
Acuta Capital Partners
5391
Acuta Capital Partners
California
$149M +$1.61M +1% 30.9% 7,269% 54 50% 0.8
Vantage Consulting Group
5392
Vantage Consulting Group
Virginia
$149M -$24.7M -14% 6.07% 261% 223 13.45% 2.2
Palmer Knight Company
5393
Palmer Knight Company
Florida
$149M -$17.6M -11% 5.26% 78.9% 31 0% 3.1
Cora Capital Advisors
5394
Cora Capital Advisors
New Jersey
$149M -$1.44M -1% 2.78% 70.5% 96 10.42% 0.6
Axiom Financial Strategies
5395
Axiom Financial Strategies
Indiana
$149M -$25.3M -15% 3.92% 54.5% 36 16.67% 2.7
Quad-Cities Investment Group
5396
Quad-Cities Investment Group
Iowa
$149M -$4.23M -3% 3.18% 67.3% 185 9.73% 3.2
Act Wealth Management
5397
Act Wealth Management
Texas
$149M -$28.7M -16% 2.74% 70% 47 21.28% 2
GIS
5398
Grayhawk Investment Strategies
Alberta, Canada
$149M -$4.73M -3% 4.27% 20.3% 146 2.74% 1.1
FIM
5399
FWL Investment Management
Texas
$149M +$2.44M +2% 2.61% 165% 195 74.36% 0.4
Sound Stewardship
5400
Sound Stewardship
Kansas
$149M -$2.97M -2% 2.95% 45.9% 65 7.69% 0.7