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)
Kessler Investment Group
5426
Kessler Investment Group
Indiana
$121M +$7.23M +6% 1.87% 251% 196 13.27% 2
Blackhawk Capital Partners
5427
Blackhawk Capital Partners
Wisconsin
$121M -$6.95M -5% 4.53% 87.2% 83 37.35% 1.6
Israel Discount Bank of New York
5428
Israel Discount Bank of New York
New York
$121M -$10.6M -8% 6.27% 40.8% 86 5.81% 4.1
Oxinas Partners Wealth Management
5429
Oxinas Partners Wealth Management
Indiana
$121M -$10.7M -8% 2.96% 91.4% 101 18.81% 1.4
LA
5430
Latitude Advisors
Florida
$121M +$12.2M +11% 3.67% 72% 160 18.13% 1.3
Hartline Investment Corp
5431
Hartline Investment Corp
Illinois
$121M -$576M -83% 3.67% 201% 230 86.09% 1.3
Banco de Sabadell
5432
Banco de Sabadell
Florida
$121M +$1.86M +2% 5.38% 75.1% 85 7.06% 3.3
Bond & Devick Financial Network
5433
Bond & Devick Financial Network
Minnesota
$121M +$6.53M +6% 1.48% 46.9% 114 9.65% 1.5
WealthCare Investment Partners
5434
WealthCare Investment Partners
Rhode Island
$121M +$3.98M +3% 4.62% 62.6% 114 10.53% 0.6
Chronos Wealth Management
5435
Chronos Wealth Management
Florida
$121M -$12.5M -9% 5.05% 92.3% 35 5.71% 2.6
Cooper/Haims Advisors
5436
Cooper/Haims Advisors
New York
$121M -$31.7M -21% 7.51% 53.1% 79 16.46% 3
Capital Wealth Alliance
5437
Capital Wealth Alliance
Arizona
$121M -$22.3M -16% 5.71% 124% 138 21.01% 1.7
Rise Advisors
5438
Rise Advisors
New York
$121M +$21.5M +22% 3.39% 62.8% 770 6.1% 0.7
Cherry Creek Investment Advisors
5439
Cherry Creek Investment Advisors
Colorado
$121M -$3.34M -3% 4.08% 151% 94 10.64% 1
Burke & Herbert Bank & Trust
5440
Burke & Herbert Bank & Trust
Virginia
$121M -$12M -9% 5.19% 67.8% 133 6.02% 7.1
C.M. Bidwell & Associates
5441
C.M. Bidwell & Associates
Hawaii
$121M -$5.92M -5% 3.64% 70.6% 567 31.22% 1.9
Patron Partners
5442
Patron Partners
Texas
$120M -$5.57M -4% 3.81% 90.2% 165 6.06% 1.5
Nierenberg Investment Management Company
5443
Nierenberg Investment Management Company
Washington
$120M +$106K +0.1% 0.57% 135% 48 31.25% 1.1
FSM Wealth Advisors
5444
FSM Wealth Advisors
Ohio
$120M +$19.4M +19% 5.3% 62.8% 135 20% 0.2
Old Well Partners
5445
Old Well Partners
North Carolina
$120M -$4.63M -4% 1.78% 97.8% 45 44.44% 0.9
Alpha DNA Investment Management
5446
Alpha DNA Investment Management
Maryland
$120M +$3.1M +3% 2.2% 134% 209 75.12% 0.2
Ridgewood Investments
5447
Ridgewood Investments
New Jersey
$120M -$7.02M -6% 6.6% – 198 18.18% 2.7
WC
5448
Walthausen & Co
New York
$120M -$103M -46% 0.68% 63.3% 142 34.51% 2.5
First Capital Advisors Group
5449
First Capital Advisors Group
New Jersey
$120M -$26.1M -18% 5.24% – 252 48.02% 0.8
Planned Solutions
5450
Planned Solutions
California
$120M +$12.7M +12% 5.61% 68.3% 69 15.94% 1.6