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 Time
Held (Qtrs)
CASB
6376
Cape Ann Savings Bank
Massachusetts
$212M +$13.4M +7% 14.2% 72.7% 122 8.2% 19.9
A
6377
AFBI
Florida
$212M +$81.1M +62% 14.9% – 1 0% 5
BDAM
6378
Blue Door Asset Management
Connecticut
$212M +$53.7M +34% 45.9% 127% 25 44% 3.8
TCA
6379
Taconic Capital Advisors
New York
$212M -$23.1M -10% 8.09% 273% 22 59.09% 4.4
NPFS
6380
Novak & Powell Financial Services
Florida
$212M +$26.5M +14% 15.2% – 178 12.36% 7.6
IIL
6381
Insight Inv LLC
California
$212M +$29.4M +16% 33.4% 136% 111 8.11% 13.4
KWIA
6382
Kinetic Wealth Investment Advisors
Ohio
$212M – – 12.4% – 64 – 0
SG
6383
Straightline Group
Michigan
$212M +$11M +5% 3.51% – 22 36.36% 3.5
GCA
6384
GSI Capital Advisors
California
$212M +$27.8M +15% 12.6% 39.7% 33 24.24% 9
BDL
6385
Banque de Luxembourg
Luxembourg
$212M +$18.7M +10% 12.3% – 79 6.33% 4.8
SF
6386
Sun Financial
Utah
$212M +$12.3M +6% 14.9% – 176 18.18% 1.8
FIA
6387
FPC Investment Advisory
California
$212M +$11.4M +6% 7.94% – 38 15.79% 6
DJYG
6388
David J. Yvars Group
Florida
$212M +$33M +18% 22.8% 143% 111 21.62% 10.4
CFSG
6389
Clark Financial Services Group
Missouri
$212M +$27.3M +15% 27.8% 102% 118 24.58% 9
AA
6390
Addison Advisors
Vermont
$212M -$241M -53% 10.4% 50.2% 1,037 36.26% 12.6
SL
6391
StoryOne LLC
Kansas
$212M +$34.2M +19% 22.7% – 79 98.73% 1.6
PCP
6392
Panoramic Capital Partners
Oregon
$212M +$49.2M +30% 15% – 80 31.25% 3.7
MIM
6393
Merrion Investment Management
New Jersey
$211M +$25.2M +14% 20.9% 166% 114 11.4% 13.9
HBFP
6394
Henderson Brothers Financial Partners
Pennsylvania
$211M -$184M -46% 9.6% – 106 28.3% 4.4
AFC
6395
Alpine Fox Capital
Nevada
$211M +$57.3M +37% 51.2% – 21 28.57% 1.9
RFP
6396
RCS Financial Planning
Maryland
$211M +$18.4M +10% 10.7% 42.8% 105 9.52% 7.6
IFPL
6397
Investments & Financial Planning LLC
Kentucky
$211M +$27.5M +15% 14.9% 63.6% 41 14.63% 13.2
KRW
6398
Kaufman Rossin Wealth
Florida
$211M +$36.6M +21% 15.1% – 116 18.97% 3.7
TFP
6399
Tilia Fiduciary Partners
North Carolina
$211M +$29M +16% 21.7% 101% 129 12.4% 11.8
MAM
6400
McCarthy Asset Management
California
$211M – – 10.1% – 29 – 14.8