CENTERSTONE INVESTORS, LLC

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Centerstone Investors is based out of New York. Centerstone Investors is a large advisory firm with 2 clients and discretionary assets under management (AUM) of $368,740,045 (Form ADV from 2018-03-29). Their last reported 13F filing for Q4 2018 included $109,822,000 in managed 13F securities and a top 10 holdings concentration of 52.4%. Centerstone Investors's largest holding is Mosaic Company (The) with shares held of 280,734. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CENTERSTONE INVESTORS LLC
135 5TH AVENUE SUITE 3
NEW YORK NY    10010
Country: United States

Business Phone: 212-503-5790
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 2
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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