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)
Copperleaf Capital
5701
Copperleaf Capital
North Carolina
$104M +$1.78M +2% 0.53% 102% 64 15.63% 1.1
Guild Investment Management
5702
Guild Investment Management
California
$104M +$624K +0.6% 3.91% 101% 83 33.73% 1
Banta Asset Management
5703
Banta Asset Management
California
$104M -$25.9M -20% 9.32% – 22 4.55% 1.5
KPCB DGF III Associates
5704
KPCB DGF III Associates
California
$104M -$122M -54% 20.9% – 2 100% 0
CC
5705
Coann Capital
Connecticut
$104M -$26.5M -20% 0.88% – 26 73.08% 0.2
Yarra Square Partners
5706
Yarra Square Partners
New York
$104M -$14.2M -12% 1% 55.9% 20 10% 0.6
AWM
5707
Aberdeen Wealth Management
Illinois
$103M -$5.17M -5% 0.23% 73.1% 130 9.23% 1.5
Jetstream Capital
5708
Jetstream Capital
Tennessee
$103M -$26.7M -21% 6.18% – 36 77.78% 0.2
UAML
5709
US Asset Management LLC
Pennsylvania
$103M – – 0.75% – 248 – 0
Goodwin Investment Advisory
5710
Goodwin Investment Advisory
Georgia
$103M +$11M +12% 0.34% 60.8% 160 29.38% 0.5
Amtrust Financial Services
5711
Amtrust Financial Services
New York
$103M -$34.6M -25% 2.75% 61.9% 76 73.68% 0.8
Farley Capital
5712
Farley Capital
New York
$103M -$6.48M -6% 1.93% 105% 16 6.25% 4.1
Northwestern University
5713
Northwestern University
Illinois
$102M -$17.7M -15% 11.7% 28.2% 4 0% 2.8
Avondale Wealth Management
5714
Avondale Wealth Management
Texas
$102M -$4.6M -4% 1.87% 83.8% 110 8.18% 2.4
SPAS
5715
Spectrum Planning & Advisory Services
California
$102M -$1.99M -2% 1.04% – 52 23.08% 0.6
Northstar Advisory Group
5716
Northstar Advisory Group
New Jersey
$102M -$57.9M -36% 1.04% 141% 146 96.58% 0.1
RCIM
5717
Russell Clark Investment Management
United Kingdom
$102M -$33.1M -25% 0.93% 174% 53 30.19% 1.5
BC Gestao de Recursos
5718
BC Gestao de Recursos
Brazil
$102M -$82.7M -45% 3.59% – 3 0% 0.7
Miller Equity Capital Advisors
5719
Miller Equity Capital Advisors
Texas
$102M +$4.73M +5% 0.7% 23.7% 46 6.52% 1.5
CMANY
5720
Capital Management Associates (New York)
New York
$101M -$2.71M -3% 2.41% 205% 82 23.17% 2.1
Spectrum Wealth Advisory Group
5721
Spectrum Wealth Advisory Group
California
$101M -$829K -0.8% 0.88% 67.9% 44 4.55% 1.5
Rappaport Reiches Capital Management
5722
Rappaport Reiches Capital Management
Illinois
$101M +$6.03M +6% 0.53% 17.6% 57 5.26% 0.2
Valley Brook Capital Group
5723
Valley Brook Capital Group
Pennsylvania
$101M -$3.91M -4% 0.4% 122% 118 5.93% 0.7
Akaris Global Partners
5724
Akaris Global Partners
New York
$101M -$9.45M -9% 5.3% 35% 22 50% 0.7
Altus Wealth Group
5725
Altus Wealth Group
Colorado
$101M -$1.79M -2% 0.67% 76.7% 123 15.45% 0.7