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)
Peck Wealth Management
8226
Peck Wealth Management
New York
$100M -$6.04M -6% 2.5% – 132 9.85% 0.5
Asset Value Investors
8227
Asset Value Investors
United Kingdom
$100M -$17.5M -15% 4.54% – 3 33.33% 1.3
Michael Brady & Co
8228
Michael Brady & Co
Ohio
$100M -$661K -0.7% 2.89% – 55 5.45% 0.2
Banta Asset Management
8229
Banta Asset Management
California
$99.5M -$10.2M -9% 6.84% – 20 15% 4
Lionsbridge Wealth Management
8230
Lionsbridge Wealth Management
Florida
$99.5M +$610K +0.6% 3.11% 65.5% 64 20.31% 2
Sapphire Ventures
8231
Sapphire Ventures
Texas
$99.4M +$25.2M +34% 40.5% 27.9% 5 40% 3.3
PBK
8232
Peoples Bank (Kansas)
Kansas
$99.4M -$79.6K -0.1% 1.1% 74.5% 103 8.74% 2.1
CCM
8233
Capstone Capital Management
$99.3M -$4.85M -5% 8.57% – 136 83.09% 0.1
Putney Financial Group
8234
Putney Financial Group
California
$99.3M -$7.71M -7% 4.11% – 88 14.77% 1
TY
8235
Titiun Yejiel
$99.2M +$15.9M +19% 1.48% – 68 30.88% 0.2
Susquehanna Capital Management
8236
Susquehanna Capital Management
Pennsylvania
$99.2M -$16.2M -14% 14.1% 40.8% 1 0% 4.3
Alpine Peaks Capital
8237
Alpine Peaks Capital
New York
$99.2M -$5.85M -6% 4.99% 24.3% 21 0% 3.3
Objective Capital Management
8238
Objective Capital Management
Ohio
$99.2M +$920K +0.9% 2.05% – 101 21.78% 2.5
Invested Advisors
8239
Invested Advisors
Pennsylvania
$99M +$2.47M +3% 1.82% – 145 12.41% 0.4
Cedarwood Wealth
8240
Cedarwood Wealth
Colorado
$99M +$9.25M +10% 2.83% – 81 6.17% 0.2
Vennlight Capital Management
8241
Vennlight Capital Management
Connecticut
$99M +$4.44M +5% 2.42% – 39 82.05% 0.1
Willow Financial
8242
Willow Financial
Arkansas
$98.7M +$349K +0.4% 1.55% – 47 36.17% 0.2
Fund Advisors of America Inc
8243
Fund Advisors of America Inc
Florida
$98.7M -$10.3M -9% 0.84% – 129 16.28% 0.2
Mozayyx Management
8244
Mozayyx Management
Texas
$98.6M -$28.8M -23% 22.9% – 19 57.89% 0.1
Karras Company
8245
Karras Company
Utah
$98.6M -$3.94M -4% 1.1% – 63 12.7% 0.2
Michelson Medical Research Foundation
8246
Michelson Medical Research Foundation
California
$98.5M -$1.25M -1% 0.23% 52.2% 23 21.74% 2
Western Pacific Wealth Management
8247
Western Pacific Wealth Management
Illinois
$98.4M -$4.9M -5% 5.46% 91.4% 202 12.87% 2.8
Closed-End Fund Advisors
8248
Closed-End Fund Advisors
Virginia
$98.3M -$71M -42% 2.15% – 192 19.27% 0.2
Inkwell Capital
8249
Inkwell Capital
Florida
$98.2M -$235K -0.2% 1.87% – 31 6.45% 1.1
Oakmont Advisory Group
8250
Oakmont Advisory Group
New Mexico
$98.2M +$4.5M +5% 0.82% – 130 19.23% 0.2