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)
Fiduciary Advisors Inc
7401
Fiduciary Advisors Inc
Missouri
$114M +$12.3M +12% 7.76% – 97 4.12% 0.5
ArborFi Advisors
7402
ArborFi Advisors
Michigan
$114M +$12.9M +13% 8.14% – 52 21.15% 0.4
Cornerstone Select Advisors
7403
Cornerstone Select Advisors
Missouri
$114M +$7.98M +8% 16.9% – 119 13.45% 0.4
Arbiter Partners Capital Management
7404
Arbiter Partners Capital Management
New York
$114M -$24.8M -18% 55% 378% 34 14.71% 3.9
Amara Financial
7405
Amara Financial
California
$114M +$5.33M +5% 9.97% – 47 12.77% 0.7
Haven Capital Group
7406
Haven Capital Group
California
$113M +$22.7M +25% 24.1% – 43 20.93% 0.4
K2 Financial
7407
K2 Financial
California
$113M +$11.5M +11% 5.6% – 62 8.06% 0.5
Alpine Peaks Capital
7408
Alpine Peaks Capital
New York
$113M +$2.42M +2% 5.39% 24.3% 25 8% 2.8
Robert Wood Johnson Foundation
7409
Robert Wood Johnson Foundation
New Jersey
$113M -$367M -76% 4.84% 4.83% 2 0% 8.6
Graver Capital Management
7410
Graver Capital Management
Ohio
$113M +$15M +15% 7.85% – 26 3.85% 0.5
Seelaus Asset Management
7411
Seelaus Asset Management
New Jersey
$113M +$8.13M +8% 11.1% 134% 190 16.32% 3.3
NorthLanding Financial Partners
7412
NorthLanding Financial Partners
New York
$113M +$11.1M +11% 7.44% 54.7% 42 7.14% 2.1
Joel Adams & Associates
7413
Joel Adams & Associates
North Carolina
$113M +$1.83M +2% 5.38% – 64 9.38% 0.5
Stegent Equity Advisors
7414
Stegent Equity Advisors
Texas
$113M +$14.4M +15% 9.71% 96.4% 113 21.24% 1.6
Applied Fundamental Research
7415
Applied Fundamental Research
Massachusetts
$113M -$6.48M -5% 11.9% 44.6% 13 23.08% 2.9
Sherman Asset Management
7416
Sherman Asset Management
California
$113M +$8.11M +8% 11.8% – 156 8.97% 0.5
Lakeshore Capital Group
7417
Lakeshore Capital Group
Illinois
$113M +$9.07M +9% 8.03% – 80 8.75% 0.4
DB Fitzpatrick & Co
7418
DB Fitzpatrick & Co
Idaho
$113M +$7.52M +7% 5.6% 42.7% 104 8.65% 2.2
McAlister Sweet & Associates
7419
McAlister Sweet & Associates
Texas
$113M -$19.4M -15% 10.2% 83.6% 34 32.35% 1.5
Ascent Capital Management
7420
Ascent Capital Management
Oregon
$113M +$13.3M +13% 12.5% – 67 20.9% 0.4
Arrowpoint Investment Partners
7421
Arrowpoint Investment Partners
Singapore
$113M -$731M -87% 19.5% – 928 95.91% 0.2
Bosman Wealth Management
7422
Bosman Wealth Management
California
$113M +$14.1M +14% 33.1% – 52 44.23% 0.3
Defined Financial Planning
7423
Defined Financial Planning
California
$113M +$13.9M +14% 9.78% – 95 47.37% 0.3
Fortitude Financial
7424
Fortitude Financial
Washington
$113M +$7.54M +7% 7.51% – 50 78% 0.2
OP
7425
Orvieto Partners
Massachusetts
$112M -$1.54M -1% 2.17% – 41 17.07% 0.4