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)
Robinson Value Management
6526
Robinson Value Management
Texas
$180M -$5.3M -3% 0.92% 79.3% 79 13.92% 3.4
Financial Designs
6527
Financial Designs
California
$180M +$3.08M +2% 1.41% 49% 41 46.34% 0.9
MA
6528
McBroom & Associates
Nevada
$180M -$26.2M -13% 1.17% 148% 38 5.26% 3.1
Conscious Wealth Investments
6529
Conscious Wealth Investments
Florida
$180M +$12.9M +8% 1.09% – 69 28.99% 1.5
Black Maple Capital Management
6530
Black Maple Capital Management
Wisconsin
$179M +$36.6M +26% 7.92% 35.7% 126 53.97% 0.9
MBAM
6531
Mink Brook Asset Management
Florida
$179M +$21M +13% 3.78% – 58 31.03% 0.6
Gerber LLC
6532
Gerber LLC
Ohio
$179M -$165K -0.1% 4.04% 137% 93 11.83% 1.7
SMP
6533
Santa Monica Partners
Florida
$179M +$14.2M +9% 26.6% 102% 13 0% 6.1
Pacific Asset Management
6534
Pacific Asset Management
Washington
$179M +$12.5M +8% 0.03% – 73 8.22% 1
EV
6535
EJMK Ventures
Illinois
$179M +$16.5M +10% 0.44% – 194 23.71% 0.2
SWP
6536
Semus Wealth Partners
Florida
$179M -$6.65M -4% 5.51% 107% 120 15% 2.3
David J. Yvars Group
6537
David J. Yvars Group
Florida
$179M -$8.97M -5% 3.49% 143% 102 17.65% 2.9
Waterfall Asset Management
6538
Waterfall Asset Management
New York
$179M -$7.03M -4% 4.88% – 23 34.78% 0.6
Lake Hills Wealth Management
6539
Lake Hills Wealth Management
Texas
$179M -$12.8M -7% 7.22% 83.7% 82 53.66% 1
Swisher Financial Concepts
6540
Swisher Financial Concepts
Ohio
$179M +$2.6M +1% 0.94% – 106 12.26% 1.3
Base Wealth Management
6541
Base Wealth Management
Florida
$179M -$7.07M -4% 2% – 66 18.18% 0.8
Cobalt Capital Management
6542
Cobalt Capital Management
New Jersey
$179M -$47.3M -21% 5.57% 235% 39 66.67% 0.9
Brookmont Capital Management
6543
Brookmont Capital Management
Texas
$179M +$5.75M +3% 3.32% 32.2% 61 9.84% 6.7
PS
6544
Presima Securities
Quebec, Canada
$178M +$4.96M +3% 4.77% 10.3% 48 0% 5.9
Counterweight Ventures
6545
Counterweight Ventures
North Carolina
$178M -$43.5K -0% 0.3% – 86 13.95% 1.8
Kingsman Wealth Management
6546
Kingsman Wealth Management
Florida
$178M -$6.72M -4% 2.07% – 78 25.64% 0.8
Clay Northam Wealth Management
6547
Clay Northam Wealth Management
California
$178M -$1.96M -1% 2.81% 125% 109 15.6% 2.6
IAMH
6548
IvyRock Asset Management (HK)
Hong Kong
$178M -$11.7M -6% 8.98% 64.5% 31 45.16% 0.9
Ryan Investment Management
6549
Ryan Investment Management
Colorado
$178M -$2.74M -2% 2.04% – 24 33.33% 0.6
Echo45 Advisors
6550
Echo45 Advisors
California
$178M +$2.56M +1% 0.94% 53.6% 79 10.13% 2.1