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)
Stephenson & Company
6526
Stephenson & Company
California
$182M +$7.94M +5% 1.27% 47% 46 8.7% 1.6
Ameraudi Asset Management
6527
Ameraudi Asset Management
New York
$182M +$16.7M +10% 0.89% 51.5% 51 15.69% 3.4
C.V. Starr & Co
6528
C.V. Starr & Co
New York
$182M -$34.6M -16% 6.71% – 5 0% 1.3
Colrain Capital
6529
Colrain Capital
Massachusetts
$182M +$6.37M +4% 18.4% – 23 8.7% 7.1
Tower Wealth Partners
6530
Tower Wealth Partners
Pennsylvania
$182M -$151K -0.1% 1.87% 53.7% 97 17.53% 2.2
LFWA
6531
LBJ Family Wealth Advisors
Texas
$182M -$1.58M -0.9% 1.21% 64.9% 29 0% 7.3
MAC Alpha Capital Management
6532
MAC Alpha Capital Management
Florida
$182M – – 3.75% – 20 – 0
Trademark Financial Management
6533
Trademark Financial Management
Minnesota
$182M +$9.9M +6% 2.68% 67.5% 104 18.27% 1.3
Clarity Asset Management
6534
Clarity Asset Management
Iowa
$182M +$3.44M +2% 1.25% 51.8% 286 26.92% 1.3
Washburn Capital Management
6535
Washburn Capital Management
Florida
$182M +$2.66M +1% 2.94% 123% 60 11.67% 2.7
Integrity Investment Advisors
6536
Integrity Investment Advisors
Colorado
$182M +$30.7M +20% 1.89% – 86 39.53% 0.4
CSI
6537
Cross Staff Investments
New York
$182M +$38.3M +27% 1.51% 80.3% 134 6.72% 3.1
Hamilton Lane Advisors
6538
Hamilton Lane Advisors
Pennsylvania
$182M +$7.64M +4% 8.06% 167% 30 46.67% 0.9
Robert Bosch
6539
Robert Bosch
Germany
$181M -$6.49M -3% 1.14% – 3 0% 0.6
Independence Asset Advisors
6540
Independence Asset Advisors
Pennsylvania
$181M -$54.2M -23% 0.12% 20.3% 23 39.13% 0.7
SV
6541
Stilwell Value
New York
$181M -$44.8M -20% 9.04% 87.9% 31 22.58% 5.4
HFG Wealth Management
6542
HFG Wealth Management
Texas
$181M -$2.59M -1% 0.62% 45.9% 53 5.66% 1.7
LAMC
6543
Longview Asset Management (California)
California
$181M +$7.88M +5% 1.54% – 175 19.43% 0.7
Fairbanks Capital Management
6544
Fairbanks Capital Management
California
$181M -$3.21M -2% 1.65% 81.3% 58 10.34% 5.3
Alamar Capital Management
6545
Alamar Capital Management
California
$181M -$7.89M -4% 2.27% – 90 22.22% 2.3
BankPlus Wealth Management
6546
BankPlus Wealth Management
Mississippi
$181M +$11.4M +7% 1.8% – 115 9.57% 0.9
Four Tree Island Advisory
6547
Four Tree Island Advisory
New Hampshire
$181M +$24.3M +15% 13.9% – 24 12.5% 0.8
Tilia Fiduciary Partners
6548
Tilia Fiduciary Partners
North Carolina
$181M +$8.27M +5% 2.77% 101% 117 4.27% 3
Bastion Asset Management
6549
Bastion Asset Management
Canada
$181M +$7.42M +4% 1.75% – 63 68.25% 0.3
Byrne Asset Management
6550
Byrne Asset Management
New Jersey
$181M +$18.6M +11% 4.61% 126% 627 29.67% 1.5