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)
Ciovacco Capital Management
5926
Ciovacco Capital Management
Georgia
$121M -$3.37M -3% 4.37% 88.5% 26 23.08% 0.9
Ravenstone Capital Management
5927
Ravenstone Capital Management
$120M -$6.88M -5% 5.27% 63% 36 8.33% 2
Israel Discount Bank of New York
5928
Israel Discount Bank of New York
New York
$120M -$5.25M -4% 3.27% 40.8% 86 1.16% 4.5
Cadence Wealth Management
5929
Cadence Wealth Management
Massachusetts
$120M +$17.1M +17% 6.36% 56.4% 44 18.18% 1.2
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
5930
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$120M +$5.46M +5% 4.55% 105% 134 13.43% 1
BWM
5931
Bullock Wealth Management
Indiana
$120M -$5.97M -5% 2.76% 101% 612 5.56% 0.5
Milestone Advisory Partners
5932
Milestone Advisory Partners
North Carolina
$120M +$9.8M +9% 3.34% 19.7% 71 8.45% 2.9
Southern Capital Advisors
5933
Southern Capital Advisors
Tennessee
$120M -$10.6M -8% 5.14% 66.8% 75 25.33% 1.3
Counterpoint Mutual Funds
5934
Counterpoint Mutual Funds
California
$120M +$12.2M +11% 1.7% 74.3% 479 82.05% 0.1
MFG
5935
MTM Financial Group
Pennsylvania
$120M +$2.04M +2% 2.07% 36.5% 53 11.32% 1.2
Alcosta Capital Management
5936
Alcosta Capital Management
California
$120M -$3.35M -3% 1.39% 175% 33 9.09% 1.4
Petra Financial Advisors
5937
Petra Financial Advisors
Colorado
$120M +$7.88M +7% 2.87% 129% 135 28.89% 0.4
David J. Yvars Group
5938
David J. Yvars Group
Florida
$120M -$1.18M -1% 4.15% 143% 82 6.1% 1.9
Palo Alto Wealth Advisors
5939
Palo Alto Wealth Advisors
California
$120M -$5.48M -4% 2.41% 108% 40 5% 0.7
Brooktree Capital Management
5940
Brooktree Capital Management
Michigan
$120M -$11.8M -9% 3.31% 82.9% 31 9.68% 3
Norwood Investment Partners
5941
Norwood Investment Partners
California
$120M -$12.2M -9% 4.5% 25.2% 11 0% 1.4
Disciplined Equity Management
5942
Disciplined Equity Management
Florida
$120M -$3.14M -3% 1.81% 72.3% 53 0% 1.4
Center Lake Capital Management
5943
Center Lake Capital Management
Florida
$120M -$49.9M -29% 0.92% 98.3% 10 30% 1.8
GA
5944
Gagnon Advisors
New York
$120M -$29.9M -20% 10.2% 129% 29 3.45% 4.9
26North Partners
5945
26North Partners
New York
$119M -$4.37M -4% 3.51% 77.8% 3 0% 0.8
Nixon Peabody Trust
5946
Nixon Peabody Trust
Massachusetts
$119M -$3.89M -3% 2.93% 101% 85 23.53% 3.9
Islay Capital Management
5947
Islay Capital Management
Texas
$119M +$6M +5% 0.03% 72% 238 17.23% 2.6
Kessler Investment Group
5948
Kessler Investment Group
Indiana
$119M -$22.7M -16% 3.55% 251% 179 15.08% 2.6
Pring Turner Capital Group
5949
Pring Turner Capital Group
California
$119M +$10.3M +9% 4.99% 70.8% 64 7.81% 3.9
EIM
5950
Ervin Investment Management
Washington
$119M -$5.38M -4% 1.73% 92.9% 36 2.78% 1.6