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)
Ballast Asset Management
5701
Ballast Asset Management
Texas
$157M +$49.4M +46% 11.8% 123% 54 14.81% 0.2
EWG
5702
Executive Wealth Group
Washington
$157M +$16.4M +12% 14.3% 14.9% 48 4.17% 4.8
Anabranch Capital Management
5703
Anabranch Capital Management
Connecticut
$157M +$20.5M +15% 20.2% 139% 7 0% 2.5
Chronos Wealth Management
5704
Chronos Wealth Management
Florida
$157M +$14.3M +10% 11.7% 92.3% 38 5.26% 3.2
Ivy Lane Capital Management
5705
Ivy Lane Capital Management
Florida
$157M +$23.5M +18% 19.2% 101% 13 15.38% 1.1
Melone Private Wealth
5706
Melone Private Wealth
Michigan
$157M +$17.3M +12% 9.56% 30.4% 54 18.52% 1.8
ASBI
5707
American State Bank (Iowa)
Iowa
$157M +$17.7M +13% 12.2% 149% 342 5.85% 2.6
Sterneck Capital Management
5708
Sterneck Capital Management
Missouri
$157M +$7.39M +5% 9.68% 61.5% 98 11.22% 4.7
Maltin Wealth Management
5709
Maltin Wealth Management
New Jersey
$157M +$13.8M +10% 7.4% 58.2% 124 16.94% 2.3
Eldred Rock Partners
5710
Eldred Rock Partners
Texas
$157M – – 11.7% 109% 25 – 0
Naman Capital
5711
Naman Capital
Brazil
$157M +$31.7M +25% 25.9% 89.9% 11 9.09% 3.3
B. Riley Financial
5712
B. Riley Financial
California
$157M -$140M -47% 20.5% 682% 27 33.33% 1.8
Whitefort Capital Management
5713
Whitefort Capital Management
New York
$157M -$33.9M -18% 14.5% 243% 23 21.74% 1.1
BWIA
5714
Bryant Woods Investment Advisors
New York
$157M +$19.4M +14% 11.3% 74.4% 45 11.11% 1.6
Baron Financial Group
5715
Baron Financial Group
New Jersey
$157M +$2.88M +2% 9.53% 55.5% 53 11.32% 2.5
Integral Investment Advisors
5716
Integral Investment Advisors
California
$157M +$13.7M +10% 8.98% 69% 83 7.23% 1.5
DCM
5717
Dudley Capital Management
Virginia
$157M +$14.3M +10% 9.61% 129% 120 13.33% 0.9
Verity Asset Management
5718
Verity Asset Management
North Carolina
$157M +$21M +15% 9.07% 87% 203 25.12% 2.4
Halter Ferguson Financial
5719
Halter Ferguson Financial
Indiana
$157M – – 4.03% 131% 30 – 0
Bond Capital Management
5720
Bond Capital Management
California
$157M -$977K -0.6% 0.17% 47.5% 5 0% 1.8
Moser Wealth Advisors
5721
Moser Wealth Advisors
Washington
$157M +$14.2M +10% 11.8% – 145 9.66% 2.9
Evolution Advisers
5722
Evolution Advisers
Virginia
$157M +$18.5M +13% 8.36% 44.8% 232 43.53% 1.1
Beacon Investment Advisors
5723
Beacon Investment Advisors
Maryland
$157M +$15.3M +11% 12.5% 96.4% 130 4.62% 0.9
Standard General
5724
Standard General
New York
$157M +$3.26M +2% 4.08% 259% 3 0% 5.3
HF Advisory Group
5725
HF Advisory Group
Maryland
$157M +$21.8M +16% 9.95% 73.2% 153 4.58% 0.9