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)
Princeton Capital Management
3276
Princeton Capital Management
New Jersey
$120M +$10.5M +10% 10.7% 180% 103 16.5% 0.5
Financial Engines Advisors
3277
Financial Engines Advisors
California
$120M +$242K +0.2% 11.1% 42.3% 56 5.36% 0.5
WESPAC Advisors
3278
WESPAC Advisors
California
$120M +$34.4M +40% 10% 112% 152 32.24% 0.3
Amarillo National Bank
3279
Amarillo National Bank
Texas
$120M +$2.84M +2% 10.6% 63.5% 134 10.45% 0.5
Shayne & Jacobs LLC
3280
Shayne & Jacobs LLC
Tennessee
$120M +$9.28M +8% 10.5% 79.4% 23 13.04% 0.4
Tarbox Family Office
3281
Tarbox Family Office
California
$120M – – 7.86% 66.4% 605 – 0
GBM
3282
Grace Brothers Management
Illinois
$120M +$2.07M +2% 0.04% – 52 11.54% 0.3
LOGI
3283
Long Oar Global Investors
New York
$120M +$17.2M +17% 25.3% – 33 69.7% 0.2
Palisades Hudson Asset Management
3284
Palisades Hudson Asset Management
Florida
$120M +$8.59M +8% 9.07% 66.8% 70 11.43% 0.4
Focused Wealth Management
3285
Focused Wealth Management
New York
$119M +$14.5M +14% 6.76% 73.9% 695 13.38% 0.2
Punch Card Capital
3286
Punch Card Capital
Florida
$119M – – 8.67% – 3 – 0
Founders Financial Securities
3287
Founders Financial Securities
Maryland
$119M – – 7.93% 64.3% 67 – 0
Weaver C. Barksdale & Associates
3288
Weaver C. Barksdale & Associates
Tennessee
$119M +$10.2M +9% 11% 52.2% 580 9.14% 0.5
Piper Sandler & Co
3289
Piper Sandler & Co
Minnesota
$119M – – 12.2% 0.04% 92 – 0
New Century Advisors
3290
New Century Advisors
Maryland
$119M – – 7.58% – 41 – 0
TAA
3291
TB Alternative Assets
Cayman Islands
$119M +$12M +11% 2.43% 312% 16 62.5% 0.3
Phoenix Investment Adviser
3292
Phoenix Investment Adviser
New York
$119M – – 25.6% 25% 41 – 0
Boyle Capital Management
3293
Boyle Capital Management
Iowa
$119M +$12.2M +11% 8.96% 19.5% 26 7.69% 0.5
Daily Journal Corp
3294
Daily Journal Corp
California
$119M – – 10.6% 108% 4 – 0
SM
3295
SLS Management
New York
$119M +$29.5M +33% 15.1% 11.3% 23 34.78% 0.3
Avalon Capital Management
3296
Avalon Capital Management
California
$119M +$17.3M +17% 5.83% 151% 129 58.91% 0.2
Founders Capital Management (Connecticut)
3297
Founders Capital Management (Connecticut)
Connecticut
$119M – – 6.94% 99.9% 38 – 0
A.D. Beadell Investment Counsel
3298
A.D. Beadell Investment Counsel
Wisconsin
$119M +$8.08M +7% 5.94% 83.3% 94 15.96% 0.4
NewFocus Financial Group
3299
NewFocus Financial Group
Washington
$119M – – 7.67% 55.4% 38 – 0
Target Asset Management
3300
Target Asset Management
Singapore
$118M – – 27% – 3 – 0