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AFFINITY ASSET ADVISORS, LLC 13F portfolio summary

AFFINITY ASSET ADVISORS, LLC of AFFINITY ASSET ADVISORS, LLC has 87 current stock holdings with a reported portfolio value of $1.94B. The portfolio 1 year return is +74.43%. Top holdings include OACCU (0.00%), APGE (6.60%), XENE (5.95%), ERAS (5.29%), INSM (4.79%).

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AFFINITY ASSET ADVISORS, LLC

AFFINITY ASSET ADVISORS, LLC
Latest filing: 2026-03-31

AFFINITY ASSET ADVISORS, LLC runs AFFINITY ASSET ADVISORS, LLC and currently holds 87 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.94B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AFFINITY ASSET ADVISORS, LLC ranks #123 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AFFINITY ASSET ADVISORS, LLC's portfolio at AFFINITY ASSET ADVISORS, LLC has delivered returns of +74.43%. Their 3-year annualized return is +147.24%. Looking at the 5-year horizon, AFFINITY ASSET ADVISORS, LLC has achieved +119.00% annualized returns at AFFINITY ASSET ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+74.43%
#86/1000
3 Year
+147.24%
#106/1000
5 Year
+119.00%
#171/1000

Portfolio Value

$1.94B

Alpha Score

107.3

#123 of 1000

Holdings

87

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change