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)
FP
7351
Factorial Partners
New York
$138M -$13.6M -9% 1.96% 88.7% 64 7.81% 3.3
Tannin Capital
7352
Tannin Capital
North Carolina
$138M +$25.9M +23% 0.7% – 158 18.35% 0.2
Pine Brook Road Advisors
7353
Pine Brook Road Advisors
New York
$138M -$3.32M -2% 2.35% – 1 0% 2.3
Demming Financial Services
7354
Demming Financial Services
Ohio
$138M +$4.75M +4% 0.85% – 40 20% 0.2
Legion Partners Asset Management
7355
Legion Partners Asset Management
California
$138M -$34M -20% 6.19% 206% 7 14.29% 4.1
CI
7356
Cria Inc
New York
$138M -$30M -18% 17.3% – 2 0% 0.3
Arsenal Capital Advisors
7357
Arsenal Capital Advisors
Pennsylvania
$138M -$3.76M -3% 4.55% – 103 9.71% 0.2
LSP Investment Advisors
7358
LSP Investment Advisors
New York
$138M -$50.4M -27% 3.86% 79.5% 22 18.18% 3.7
Cooksen Wealth
7359
Cooksen Wealth
Texas
$138M +$974K +0.7% 1.36% 70.7% 45 0% 2.1
Rubicon Founders
7360
Rubicon Founders
Tennessee
$138M -$26.9M -16% 16.7% – 3 0% 1.4
Clayton Partners
7361
Clayton Partners
California
$138M -$914K -0.7% 8.08% 109% 45 31.11% 2.5
Octahedron Capital Management
7362
Octahedron Capital Management
California
$138M -$9.44M -6% 4.14% 234% 24 58.33% 0.8
K2 Financial
7363
K2 Financial
California
$138M +$8.13M +6% 0.04% – 62 11.29% 1.2
Flight Deck Capital
7364
Flight Deck Capital
California
$137M +$20.2M +17% 11.5% 379% 13 38.46% 1.4
Goldenstone Wealth Management
7365
Goldenstone Wealth Management
California
$137M +$3.81M +3% 0.93% – 92 11.96% 0.2
ASM
7366
AI-Squared Management
Hong Kong
$137M +$51.3M +60% 36.4% – 28 67.86% 0.3
DiPaolo Financial Group
7367
DiPaolo Financial Group
Florida
$137M +$43.5M +46% 1.39% – 45 31.11% 0.2
46 Peaks LLC
7368
46 Peaks LLC
Pennsylvania
$137M +$983K +0.7% 1.77% – 24 12.5% 0.3
Diamant Asset Management
7369
Diamant Asset Management
Connecticut
$137M -$1.08M -0.8% 0.98% 66.9% 78 11.54% 5.8
Lane Brothers & Co
7370
Lane Brothers & Co
Arizona
$137M -$969K -0.7% 0.91% – 83 0% 0.3
Northern Financial Advisors
7371
Northern Financial Advisors
Michigan
$137M +$49.7M +57% 0.6% 120% 106 17.92% 2.5
Polaris Investment Advisors
7372
Polaris Investment Advisors
Massachusetts
$137M -$1.21M -0.9% 2.41% – 77 14.29% 0.2
Bank of Marin
7373
Bank of Marin
California
$137M -$7.79M -5% 2.44% 80.3% 145 17.24% 2.8
Ridgeline Wealth Planning
7374
Ridgeline Wealth Planning
Ohio
$137M -$3.21M -2% 2.64% – 52 5.77% 1
Schwallier Wealth Management
7375
Schwallier Wealth Management
Michigan
$137M -$19.6M -13% 0.99% 42.3% 64 25% 1.1