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)
Sterling Manor Financial
6376
Sterling Manor Financial
New York
$133M +$15M +13% 7.21% – 29 34.48% 1
Wallace Advisory Group
6377
Wallace Advisory Group
California
$133M +$5.44M +4% 8.56% 50.9% 192 25.52% 1
Fidelity D&D Bancorp
6378
Fidelity D&D Bancorp
Pennsylvania
$133M +$4.48M +3% 5.23% 63.8% 111 13.51% 0.9
ASM
6379
AI-Squared Management
Hong Kong
$133M +$54.6M +70% 4.41% – 24 58.33% 0.1
Gunn & Company Investment Management
6380
Gunn & Company Investment Management
Florida
$133M -$1.38B -91% 6.89% – 143 58.74% 0.4
PS
6381
Pennant Select
New Jersey
$133M +$27.6M +26% 11.3% – 10 30% 0.2
CRCM LP
6382
CRCM LP
California
$133M – – 40.1% – 6 – 0
Basepoint Wealth
6383
Basepoint Wealth
Iowa
$133M +$8.41M +7% 9.41% 113% 121 20.66% 1.6
XXEC Inc
6384
XXEC Inc
Oklahoma
$133M +$5.82M +5% 5.01% 30.1% 24 8.33% 2.3
Burke & Herbert Bank & Trust
6385
Burke & Herbert Bank & Trust
Virginia
$133M -$6.37M -5% 7.37% 81.5% 131 14.5% 7.7
CI
6386
Carroll Investors
South Carolina
$133M +$12.3M +10% 13% 241% 25 16% 1.4
Spring Capital Management
6387
Spring Capital Management
Texas
$133M +$5.26M +4% 9.84% 73.6% 33 18.18% 1.7
Sheridan Capital Management
6388
Sheridan Capital Management
California
$133M +$8.74M +7% 6.2% – 27 14.81% 0.2
PIP
6389
PB Investment Partners
California
$133M +$4.57M +4% 18.4% 81.1% 8 0% 2.1
Mork Capital Management
6390
Mork Capital Management
California
$133M -$30M -18% 6.65% 61.9% 133 20.3% 2.8
BluePath Capital Management
6391
BluePath Capital Management
Georgia
$133M +$15.1M +13% 7.58% 106% 123 15.45% 0.4
LifeSteps Financial
6392
LifeSteps Financial
California
$133M +$19.8M +18% 10.7% 98.4% 441 81.41% 0.5
WG
6393
Wealth Group
North Carolina
$132M – – 9.06% – 148 – 0
New Millennium Group
6394
New Millennium Group
Utah
$132M +$19.4M +17% 16.9% 176% 433 86.84% 1.4
Pillar Wealth Advisors
6395
Pillar Wealth Advisors
Pennsylvania
$132M +$2.63M +2% 5.5% 21.9% 74 9.46% 1.7
HWMC
6396
Heritage Wealth Management (California)
California
$132M +$7.4M +6% 5.8% 78.5% 121 9.92% 0.2
Core Wealth Partners
6397
Core Wealth Partners
California
$132M +$10.3M +8% 4.84% 75.7% 139 15.11% 0.9
Crossingbridge Advisors
6398
Crossingbridge Advisors
New York
$132M – – 0.05% – 54 – 0
First Bancorp
6399
First Bancorp
Maine
$132M +$5.53M +4% 5.95% 80.3% 120 5.83% 2.4
Anchor IV
6400
Anchor IV
Singapore
$132M -$4.83M -4% 3.53% – 1 0% 0.5