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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)
Frontier Asset Management
4426
Frontier Asset Management
Wyoming
$221M +$552K +0.3% 3.48% 57.1% 62 14.52% 1.1
SM
4427
Sciencast Management
New Jersey
$220M +$97.6M +79% 3.46% 72.5% 475 87.58% 0.1
Clarity Wealth Advisors
4428
Clarity Wealth Advisors
California
$220M -$2.28M -1% 3.04% 94.1% 79 8.86% 2.5
Triumph Capital Management
4429
Triumph Capital Management
Colorado
$220M -$317K -0.1% 3.35% 55.5% 261 29.89% 1
Parisi Gray Wealth Management
4430
Parisi Gray Wealth Management
New Jersey
$220M +$1.35M +0.6% 2.14% 137% 112 21.43% 3.4
O'Keefe Stevens Advisory
4431
O'Keefe Stevens Advisory
New York
$220M -$13.2M -6% 3.68% 208% 45 8.89% 3.9
Aspire Capital Advisors
4432
Aspire Capital Advisors
Washington
$220M +$13.9M +7% 3.61% 59.3% 68 16.18% 1.1
Garrett Wealth Advisory Group
4433
Garrett Wealth Advisory Group
Texas
$220M -$5.69M -3% 3.17% 74.6% 59 11.86% 2.6
IAA
4434
Ironsides Asset Advisors
North Carolina
$220M -$15.8M -7% 5.71% 49.3% 101 18.81% 2.6
Western Asset Management Company
4435
Western Asset Management Company
California
$220M -$3.78M -2% 0.97% 2.29% 21 9.52% 2.1
Valley Forge Investment Consultants
4436
Valley Forge Investment Consultants
Pennsylvania
$219M +$16.2M +8% 3.97% 61.9% 82 17.07% 2.1
Somerset Trust
4437
Somerset Trust
Pennsylvania
$219M -$13.2M -6% 3.41% 80.5% 150 8.67% 5.3
AB
4438
Atlas Brown
Kentucky
$219M -$8.07M -4% 3.36% 115% 185 5.41% 6.2
American Assets Inc
4439
American Assets Inc
California
$219M -$977K -0.4% 0.35% 49.9% 10 0% 4.5
Madrona Financial Services
4440
Madrona Financial Services
Washington
$219M +$14.5M +7% 3.19% 85.1% 100 12% 2.7
Trellis Advisors
4441
Trellis Advisors
Washington
$219M -$5.4M -2% 3.59% 23.3% 93 8.6% 3.4
Argent Advisors
4442
Argent Advisors
Louisiana
$219M +$628K +0.3% 3.02% 63.1% 138 11.59% 2.7
Flagstone Financial Management
4443
Flagstone Financial Management
Nebraska
$219M +$5.7M +3% 2.43% 43.9% 39 5.13% 0.7
Richard W. Paul & Associates
4444
Richard W. Paul & Associates
Michigan
$219M -$10.9M -5% 3.77% 65.2% 571 14.71% 0.7
FP
4445
Financial Perspectives
Minnesota
$218M -$8.85M -4% 4.39% 87.8% 713 4.91% 2.9
Heathbridge Capital Management
4446
Heathbridge Capital Management
Ontario, Canada
$218M -$11.4M -5% 6.55% 73.6% 30 6.67% 5.1
Glass Jacobson Investment Advisors
4447
Glass Jacobson Investment Advisors
Maryland
$218M +$118K +0.1% 3.06% 63.1% 841 10.34% 0.7
RI
4448
Rinkey Investments
California
$218M -$416K -0.2% 3.01% 42.1% 63 28.57% 1.1
BE
4449
Bonness Enterprises
District of Columbia
$218M -$3.99M -2% 1.22% 98.6% 40 0% 9.4
Jeppson Wealth Management
4450
Jeppson Wealth Management
California
$218M -$11.6M -5% 3.42% 107% 202 14.36% 2.3