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)
General Equity Holdings
7426
General Equity Holdings
New York
$135M -$25.3M -16% 26.9% 775% 13 23.08% 1.5
HC
7427
Hoese & Co
Minnesota
$135M -$5.55M -4% 2.42% 51% 137 2.19% 3.2
Seneschal Advisors
7428
Seneschal Advisors
Washington
$135M -$1.1M -0.8% 0.09% – 615 7.32% 0.5
Saber Capital Management
7429
Saber Capital Management
North Carolina
$135M +$14.8M +12% 3.91% – 40 37.5% 1.1
Joel Adams & Associates
7430
Joel Adams & Associates
North Carolina
$135M +$1.63M +1% 1.45% – 66 7.58% 1.1
Somerset Group
7431
Somerset Group
Minnesota
$135M +$1.98M +1% 2.48% 84.6% 61 6.56% 7.5
Sacks & Associates
7432
Sacks & Associates
New Jersey
$134M -$1.67M -1% 0.03% – 83 10.84% 0.2
Tsai Capital
7433
Tsai Capital
New York
$134M -$12.5M -8% 11.7% 29.2% 22 22.73% 2.6
Avantra Family Wealth
7434
Avantra Family Wealth
Pennsylvania
$134M -$3.51M -3% 1.02% – 185 29.73% 0.9
Harpswell Capital Advisors
7435
Harpswell Capital Advisors
Maine
$134M +$8.15M +6% 1.78% – 38 10.53% 0.4
Spear Advisors
7436
Spear Advisors
New York
$134M -$8.4M -6% 13% – 30 43.33% 0.2
Pekao Towarzystwo Funduszy Inwestycyjnych SA
7437
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$134M +$12.2M +10% 5.14% – 96 34.38% 0.2
Willner & Heller
7438
Willner & Heller
California
$134M -$4.97M -4% 2.06% 131% 175 13.71% 2.8
CCAM
7439
Capelight Capital Asset Management
New York
$134M +$7.97M +6% 24.4% – 49 59.18% 0.2
KVP Capital Advisors
7440
KVP Capital Advisors
California
$134M +$30.6M +30% 33.2% – 36 36.11% 0.2
SWP Investment Management
7441
SWP Investment Management
Ohio
$134M -$4.02M -3% 2.65% – 52 19.23% 0.7
Broadwater Capital
7442
Broadwater Capital
Massachusetts
$134M $0 0% 1.72% – 211 0% 2.2
RoundAngle Advisors
7443
RoundAngle Advisors
New Jersey
$134M -$3.54M -3% 0.54% – 61 4.92% 1.2
BAM Wealth Management
7444
BAM Wealth Management
Colorado
$134M -$4.55M -3% 2.12% – 186 30.11% 0.4
Williams & Novak
7445
Williams & Novak
California
$134M +$782K +0.6% 0.51% 61.6% 163 25.77% 1.3
Langdon Equity Partners
7446
Langdon Equity Partners
$134M -$60.7M -31% 20.3% – 14 28.57% 0.2
RF&L Wealth Management
7447
RF&L Wealth Management
Massachusetts
$134M -$44.9M -25% 0.43% 73.8% 62 16.13% 2.9
Shepherd Wealth Management
7448
Shepherd Wealth Management
Ohio
$134M -$10.3M -7% 3.08% – 62 45.16% 0.6
PW Advisors
7449
PW Advisors
Florida
$133M +$8.92M +7% 1.47% – 40 27.5% 0.2
LightSquare Wealth Management
7450
LightSquare Wealth Management
Michigan
$133M – – 0.97% – 92 – 0