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)
ADE LLC
5501
ADE LLC
Maryland
$139M +$8.12M +6% 5.03% 59.8% 82 7.32% 1.6
Lynch Asset Management
5502
Lynch Asset Management
Pennsylvania
$139M +$23.3M +20% 22.3% 214% 53 18.87% 1.1
Ribbit Bullfrog GP II
5503
Ribbit Bullfrog GP II
California
$139M +$26.8M +24% 24.6% – 4 0% 0.3
Olympus Peak Asset Management
5504
Olympus Peak Asset Management
Connecticut
$139M +$109M +362% 5.3% – 3 66.67% 0.4
Brooks Moore & Associates
5505
Brooks Moore & Associates
Tennessee
$139M +$2.34M +2% 0.6% 63.7% 91 10.99% 3.4
LI
5506
Latigo Investments
Florida
$139M +$8.08M +6% 6.13% 62.6% 16 0% 1.1
Glassy Mountain Advisors
5507
Glassy Mountain Advisors
Maryland
$139M -$42.5M -23% 6.13% 91.5% 238 97.9% 0.1
Evolution Advisers
5508
Evolution Advisers
Virginia
$139M +$10.7M +8% 5.46% 44.8% 161 8.7% 1.1
Ardent Capital Management
5509
Ardent Capital Management
Ohio
$139M +$10.3M +8% 9.1% 87.2% 30 13.33% 0.6
Pointe Capital Management
5510
Pointe Capital Management
Michigan
$139M +$8.77M +7% 4.16% 62.6% 408 63.73% 1.6
AIM
5511
Athena Investment Management
California
$139M +$2.72M +2% 3.82% 80.6% 139 3.6% 0.9
Canaan Partners XI
5512
Canaan Partners XI
California
$139M +$11.7M +9% 44.4% 798% 5 0% 1.3
SA
5513
Sunesis Advisors
Kansas
$139M -$17.3M -11% 5.94% – 78 53.85% 1.5
RiverTree Advisors
5514
RiverTree Advisors
Florida
$139M +$17.1M +14% 1.01% 25.4% 51 60.78% 0.4
KAM
5515
Kinney Asset Management
Illinois
$139M +$9.28M +7% 12.4% 10.1% 6 16.67% 2
Applied Fundamental Research
5516
Applied Fundamental Research
Massachusetts
$139M -$97K -0.1% 5.56% 44.6% 12 8.33% 1.7
Henrickson Nauta Wealth Advisors
5517
Henrickson Nauta Wealth Advisors
Michigan
$139M +$12.9M +10% 5.24% 61.6% 60 8.33% 0.9
Maltin Wealth Management
5518
Maltin Wealth Management
New Jersey
$139M +$1.3M +0.9% 5% 58.2% 114 18.42% 2
MA
5519
Minerva Advisors
Pennsylvania
$139M +$4.29M +3% 5.62% 166% 68 4.41% 6.6
MRA Advisory Group
5520
MRA Advisory Group
New Jersey
$139M +$11.5M +9% 1.33% 86.8% 146 36.3% 1.1
Oxinas Partners Wealth Management
5521
Oxinas Partners Wealth Management
Indiana
$139M +$20.2M +17% 8.94% 91.4% 120 27.5% 1.4
LA
5522
Latitude Advisors
Florida
$139M +$5.16M +4% 5.98% 79.6% 182 20.88% 1.5
Forest Avenue Capital Management
5523
Forest Avenue Capital Management
Florida
$139M +$44.5M +47% 13.9% 415% 27 77.78% 0.1
Northeast Financial Group
5524
Northeast Financial Group
Pennsylvania
$139M +$12.3M +10% 5.1% 31.6% 54 5.56% 1.1
FWG Holdings
5525
FWG Holdings
Florida
$138M -$4.64M -3% 7.51% 91.6% 104 39.42% 1