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)
Steinberg Asset Management
6526
Steinberg Asset Management
New York
$128M +$9.8M +8% 13% 130% 44 4.55% 3.9
Foundation Wealth Management (Missouri)
6527
Foundation Wealth Management (Missouri)
Missouri
$128M +$4.94M +4% 2.61% 74.9% 46 17.39% 1.1
Mork Capital Management
6528
Mork Capital Management
California
$128M -$5.04M -4% 3.82% 61.9% 109 3.67% 2.9
Thor Investment Management
6529
Thor Investment Management
Ohio
$127M +$1.18M +0.9% 1.08% 122% 44 2.27% 0.5
Forbes Financial Planning
6530
Forbes Financial Planning
Rhode Island
$127M +$11.1M +10% 1.01% 46.7% 32 15.63% 1.7
Eschler Asset Management
6531
Eschler Asset Management
United Kingdom
$127M -$27.4M -18% 1.02% 274% 110 63.64% 0.7
Campion Asset Management
6532
Campion Asset Management
Virginia
$127M -$2.14M -2% 0.75% 70.2% 101 5.94% 2.7
Gerber LLC
6533
Gerber LLC
Ohio
$127M +$8.01M +7% 1.35% 137% 101 8.91% 0.5
Twin Securities
6534
Twin Securities
New York
$127M +$26.8M +27% 1.93% 506% 19 63.16% 0.2
Custom Portfolio Group
6535
Custom Portfolio Group
Colorado
$127M +$5.58M +5% 1.8% – 242 4.55% 0.5
Charter Research & Investment Group
6536
Charter Research & Investment Group
Connecticut
$127M +$816K +0.6% 3.01% 82.3% 84 3.57% 6.6
Lauer Wealth
6537
Lauer Wealth
Indiana
$127M +$11.7M +10% 2.51% 89.4% 48 18.75% 0.9
SFC
6538
Sprinkle Financial Consultants
Colorado
$127M +$9.7M +8% 1.69% 64.1% 71 15.49% 0.4
Taika Capital
6539
Taika Capital
Florida
$127M -$67.4M -35% 7.23% 68.3% 65 60% 0.4
Howard Wealth Management
6540
Howard Wealth Management
Connecticut
$127M +$3.82M +3% 3.21% 60.3% 106 14.15% 2.5
Terra Nova Asset Management
6541
Terra Nova Asset Management
New York
$127M +$1.21M +1% 5.28% 172% 86 6.98% 3.1
Spring Capital Management
6542
Spring Capital Management
Texas
$127M -$6.02M -5% 2.73% 73.6% 34 26.47% 2.2
Basepoint Wealth
6543
Basepoint Wealth
Iowa
$127M -$6.2M -5% 3.78% 113% 116 5.17% 1.8
Ehrlich Financial Group
6544
Ehrlich Financial Group
California
$127M +$7.9M +7% 1.91% 56.2% 118 31.36% 0.4
Discipline Wealth Solutions
6545
Discipline Wealth Solutions
South Carolina
$127M +$18.7M +17% 0.19% 45.9% 29 34.48% 0.3
Shepherd Kaplan Krochuk
6546
Shepherd Kaplan Krochuk
Massachusetts
$127M +$1.33M +1% 1.4% 38.5% 59 10.17% 2.6
Syntax Research
6547
Syntax Research
Florida
$126M -$4.53M -3% 1.74% 42.9% 177 5.65% 0.7
Horizons Wealth Management
6548
Horizons Wealth Management
North Carolina
$126M -$26.2M -17% 0.44% – 187 9.09% 1.7
Sippican Capital Advisors
6549
Sippican Capital Advisors
Massachusetts
$126M -$2.23M -2% 0.49% 81.1% 123 15.45% 5
Newport Capital Group
6550
Newport Capital Group
New Jersey
$126M – – 1.24% – 50 – 0.8