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)
Stiles Financial Services
4776
Stiles Financial Services
Minnesota
$166M -$33.3M -17% 13.8% 133% 189 10.05% 0.5
X-Square Capital
4777
X-Square Capital
Puerto Rico
$166M -$26.2M -14% 14.4% 158% 162 8.64% 1.9
Harbour Investment Management
4778
Harbour Investment Management
Washington
$166M -$39.5M -19% 11.7% 58.8% 74 6.76% 6.7
Wealth Effects
4779
Wealth Effects
Massachusetts
$166M -$48.1M -22% 19.2% 235% 217 18.89% 0.5
Horan Securities
4780
Horan Securities
United States
$166M -$4.13M -2% 13.6% 50.1% 760 29.87% 1.3
Rose Park Advisors
4781
Rose Park Advisors
Massachusetts
$166M -$478M -74% 27.9% 11.8% 1 0% 0.5
360 Financial
4782
360 Financial
Minnesota
$166M -$41.3M -20% 14.7% 82.5% 99 23.23% 1.8
CA
4783
Continental Advisors
Utah
$166M -$36.9M -18% 13.9% 73.6% 62 17.74% 4
HighVista Strategies
4784
HighVista Strategies
Massachusetts
$166M +$8.35M +5% 6.86% 622% 125 43.2% 0.5
Invus Financial Advisors
4785
Invus Financial Advisors
New York
$166M -$59.1M -26% 33.1% 29.5% 9 22.22% 1.5
Coston McIsaac & Partners
4786
Coston McIsaac & Partners
Maine
$166M – – 8.9% 34.3% 528 – 0
Vista Investment Management
4787
Vista Investment Management
Pennsylvania
$165M -$17.1M -9% 10% 54.4% 174 12.07% 3.3
Manhattan West Asset Management
4788
Manhattan West Asset Management
California
$165M -$19.7M -11% 10.3% 65.6% 123 26.02% 0.3
Abbot Financial Management
4789
Abbot Financial Management
Massachusetts
$165M -$39.4M -19% 14.8% 102% 134 9.7% 3.7
Eagle Bay Advisors
4790
Eagle Bay Advisors
New York
$165M +$42.7M +35% 11.9% 85% 1,153 74.85% 0.2
Convergence Investment Partners
4791
Convergence Investment Partners
Florida
$165M -$28.7M -15% 10.2% 284% 254 37.01% 2.7
GA
4792
Gagnon Advisors
New York
$165M -$52M -24% 21.7% 129% 33 0% 3.8
SI
4793
Saxon Interests
Texas
$165M -$22.7M -12% 13.5% 73% 158 19.62% 0.4
GWM
4794
Gray Wealth Management
Maine
$165M -$29M -15% 12.7% 22.1% 128 14.84% 1.9
SC
4795
Siena Capital
Ohio
$165M -$12.1M -7% 8.68% – 318 13.52% 0.3
Addison Advisors
4796
Addison Advisors
Vermont
$165M -$17.8M -10% 11.9% 50.2% 800 10.25% 0.9
Long Path Partners
4797
Long Path Partners
Connecticut
$165M – – 15.8% 9.18% 8 – 0
Powell Investment Advisors
4798
Powell Investment Advisors
Florida
$165M -$6.88M -4% 14.5% 82.4% 151 23.84% 1.6
Strengthening Families & Communities LLC
4799
Strengthening Families & Communities LLC
Massachusetts
$165M +$3.02M +2% 14.5% 116% 351 0.85% 0.5
SCM
4800
Stamina Capital Management
New York
$165M -$274M -62% 16.8% 292% 45 48.89% 0.9