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)
Gradient Capital Advisors
4426
Gradient Capital Advisors
California
$144M +$9.8M +7% 6.19% 78.5% 93 7.53% 1.7
Broadview Financial Management
4427
Broadview Financial Management
Wisconsin
$144M +$9.02M +7% 6.49% 52.4% 45 4.44% 1.7
West Branch Capital
4428
West Branch Capital
Massachusetts
$144M +$8.57M +6% 9.83% 156% 99 15.15% 1.2
Stonepine Capital Management
4429
Stonepine Capital Management
Oregon
$143M +$40.4M +39% 131% 231% 32 50% 1
AllSquare Wealth Management
4430
AllSquare Wealth Management
New York
$143M +$8.3M +6% 5.56% 62.4% 477 5.45% 2.5
Ironwood Wealth Management (Arizona)
4431
Ironwood Wealth Management (Arizona)
Arizona
$143M +$9.28M +7% 5.76% 31.1% 54 5.56% 2
Landaas & Company
4432
Landaas & Company
Wisconsin
$143M +$6.32M +5% 6.81% 60.3% 63 11.11% 1.8
Emso Asset Management
4433
Emso Asset Management
United Kingdom
$143M – – 6.04% 65% 5 – 0
Narus Financial Partners
4434
Narus Financial Partners
Utah
$143M +$6.51M +5% 2.29% 85.3% 81 16.05% 2
Arias Resource Capital
4435
Arias Resource Capital
Cayman Islands
$143M +$41.2M +41% 39.8% 81.3% 1 0% 2
Orleans Capital Management
4436
Orleans Capital Management
Louisiana
$143M +$7.5M +6% 7.43% 94.6% 83 3.61% 3.6
GQ Asset Management
4437
GQ Asset Management
New York
$142M -$26.2M -16% 2.4% – 209 62.2% 0.3
AMJ Financial Wealth Management
4438
AMJ Financial Wealth Management
Virginia
$142M – – 5.63% 167% 69 – 0
Sound Point Capital Management
4439
Sound Point Capital Management
New York
$142M +$32.2M +29% 10.2% 61.5% 18 27.78% 1.1
Reliant Investment Management
4440
Reliant Investment Management
Tennessee
$142M +$15.8M +13% 10.4% 129% 52 15.38% 2.6
SL
4441
SOF Ltd
Cayman Islands
$142M +$2.1M +2% 1.47% 42.3% 1 0% 3
FSA Wealth Management
4442
FSA Wealth Management
Massachusetts
$142M – – 6.83% – 476 – 0
Guinness Atkinson Asset Management
4443
Guinness Atkinson Asset Management
California
$142M +$15.2M +12% 12.2% 132% 79 22.78% 3.3
Secure Asset Management
4444
Secure Asset Management
Michigan
$142M – – 7.85% 97.2% 158 – 0
AMC
4445
Asset Management Corp
Illinois
$142M – – 9.91% 57.1% 155 – 0
Albert D. Mason Inc
4446
Albert D. Mason Inc
Massachusetts
$142M +$7.93M +6% 5.35% 82% 146 8.9% 3.9
Paulson Wealth Management
4447
Paulson Wealth Management
Illinois
$142M +$8.81M +7% 6.39% 57.1% 117 24.79% 1.5
PK
4448
Pflug Koory
Nebraska
$141M +$9.7M +7% 8.65% – 418 4.31% 2.5
Ridgewood Investments
4449
Ridgewood Investments
New Jersey
$141M +$12.7M +10% 6.79% – 207 12.56% 1.9
Matisse Capital
4450
Matisse Capital
Oregon
$141M +$59.7M +73% 17.4% 66.9% 122 27.05% 1.7