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)
D
6326
Drystone
Virginia
$69.2M -$2.97M -4% 3.16% – 19 10.53% 0.8
Roberts Capital Advisors
6327
Roberts Capital Advisors
Colorado
$69M -$3.88M -5% 3.95% – 88 0% 0.7
Varley Holdings
6328
Varley Holdings
Australia
$68.9M -$65.8M -49% 47.6% – 1 0% 0.3
Platt Investment Counsel
6329
Platt Investment Counsel
Florida
$68.9M -$4.73M -6% 4.72% 62.9% 13 7.69% 1.5
Qiming U.S. Ventures Management
6330
Qiming U.S. Ventures Management
Washington
$68.8M -$3.2M -4% 61.8% 1,484% 7 0% 0.7
Verdad Advisers
6331
Verdad Advisers
Massachusetts
$68.8M -$37.3M -35% 5.49% – 31 29.03% 0.8
Ampfield Management
6332
Ampfield Management
New York
$68.8M +$4.34M +7% 5.16% 56.9% 4 0% 1.3
Forbes Financial Planning
6333
Forbes Financial Planning
Rhode Island
$68.7M -$1.03M -1% 5.79% 46.7% 28 3.57% 0.7
AWH Capital
6334
AWH Capital
Texas
$68.7M -$5.55M -7% 2.86% 183% 26 19.23% 2.5
CMANY
6335
Capital Management Associates (New York)
New York
$68.7M +$794K +1% 2.17% 205% 82 19.51% 2
Guerra Pan Advisors
6336
Guerra Pan Advisors
New Jersey
$68.6M -$12.1M -15% 7.19% 135% 97 11.34% 0.8
Offit Capital Advisors
6337
Offit Capital Advisors
New York
$68.6M -$61.6M -47% 29.9% – 2 50% 0.8
Fingerlakes Wealth Management
6338
Fingerlakes Wealth Management
New York
$68.6M -$4.54M -6% 4.75% 80.2% 90 6.67% 0.7
Evolution Capital Management
6339
Evolution Capital Management
Nevada
$68.1M +$1.33M +2% 15% – 74 37.84% 0.5
Martin Capital Advisors
6340
Martin Capital Advisors
Texas
$68.1M -$45.4M -40% 2.84% 140% 60 8.33% 0.8
Flower City Capital
6341
Flower City Capital
New York
$68M -$34.9M -34% 7.23% 69.5% 33 30.3% 0.6
ECP
6342
Elemental Capital Partners
California
$67.8M -$8.94M -12% 4.15% – 8 25% 1.1
1620 Investment Advisors
6343
1620 Investment Advisors
Massachusetts
$67.8M -$4.74M -7% 4.68% 68.9% 135 18.52% 0.6
CFS
6344
Capital Financial Services
New York
$67.6M -$3.31M -5% 4.04% – 80 8.75% 1.4
First National Advisers
6345
First National Advisers
Nebraska
$67.5M +$19.3M +40% 5.04% 87.9% 129 31.78% 0.2
Infini Capital Management
6346
Infini Capital Management
Hong Kong
$67.4M -$6.98M -9% 1.57% – 28 85.71% 0.6
Compass Financial Advisors
6347
Compass Financial Advisors
Indiana
$67.3M -$6.04M -8% 3.69% – 128 10.94% 0.7
Highlander Partners
6348
Highlander Partners
Texas
$67.2M -$8.79M -12% 3.09% 241% 25 20% 0.7
West Rim Capital Associates II
6349
West Rim Capital Associates II
Utah
$67.1M -$5.91M -8% 7.2% – 2 0% 0.8
SCA
6350
SMH Capital Advisors
Texas
$67M -$7.15M -10% 2.63% 10.7% 65 9.23% 2.1