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)
Bluestem Financial Advisors
5101
Bluestem Financial Advisors
Illinois
$162M +$10.3M +7% 4.41% 42.2% 26 0% 2.7
Pavion Blue Capital
5102
Pavion Blue Capital
California
$162M +$5.58M +4% 5.89% 87.8% 99 5.05% 2.5
Searcy Financial Services
5103
Searcy Financial Services
Kansas
$162M -$9.8M -6% 5.46% 60.2% 20 15% 2.1
GSI Capital Advisors
5104
GSI Capital Advisors
California
$162M -$3.18M -2% 2.55% 39.7% 32 25% 1.4
1492 Capital Management
5105
1492 Capital Management
Wisconsin
$162M +$7.03M +5% 9.27% 332% 122 28.69% 1.4
Granite FO LLC
5106
Granite FO LLC
New Hampshire
$162M +$32.3M +25% 2.95% 112% 246 55.69% 0.1
Ruggaard & Associates
5107
Ruggaard & Associates
Ohio
$162M – – 4.38% 47.6% 106 – 0
WMA
5108
Wealth Management Associates
New Jersey
$162M +$11.7M +8% 7.48% 111% 202 12.38% 2.5
25 LLC
5109
25 LLC
Missouri
$162M – – 4.69% 48.7% 509 – 0
HC Advisors
5110
HC Advisors
Georgia
$162M +$15.3M +10% 5% 63.5% 88 12.5% 2.1
Valley Financial Management
5111
Valley Financial Management
New York
$162M -$18M -10% 5.1% – 51 27.45% 0.4
I2I
5112
Insight 2811 Inc
Illinois
$162M -$450K -0.3% 2.68% 31.3% 97 8.25% 3.6
Kennicott Capital Management
5113
Kennicott Capital Management
California
$162M +$30M +23% 11.2% 98% 46 26.09% 1.5
Phoenix Wealth Advisors
5114
Phoenix Wealth Advisors
North Carolina
$162M -$4.73M -3% 5.35% 68.8% 115 17.39% 1.4
Saltoro Capital
5115
Saltoro Capital
Texas
$161M +$36.1M +29% 28.6% 130% 67 71.64% 0.5
Blue Barn Wealth
5116
Blue Barn Wealth
Utah
$161M +$9.45M +6% 5.69% 46.4% 136 19.85% 1.2
Lindenwold Advisors
5117
Lindenwold Advisors
Pennsylvania
$161M +$12.1M +8% 7.52% 75% 120 10.83% 1.1
Reliant Wealth Planning
5118
Reliant Wealth Planning
Kentucky
$161M -$3.54M -2% 3.76% 39.4% 14 21.43% 1
Garrison Asset Management
5119
Garrison Asset Management
Arkansas
$161M +$6.63M +4% 6.27% 52.1% 107 14.95% 5.8
SC
5120
Steph & Co
Wisconsin
$161M +$2.77M +2% 4.32% 61.6% 250 8% 2.5
SL
5121
SIB LLC
New York
$161M +$19.9M +14% 14.9% 29.2% 18 0% 7.6
Murphy Middleton Hinkle & Parker
5122
Murphy Middleton Hinkle & Parker
Georgia
$161M +$1.68M +1% 2.01% 66.8% 137 5.11% 4.4
One Charles Private Wealth Services
5123
One Charles Private Wealth Services
Massachusetts
$161M +$6.51M +4% 10.1% 99.7% 124 11.29% 1.5
Daily Journal Corp
5124
Daily Journal Corp
California
$161M -$13.5M -8% 6.57% 109% 4 0% 7.4
Harvest Group Wealth Management
5125
Harvest Group Wealth Management
Massachusetts
$161M +$8.64M +6% 4.59% 28.1% 207 14.98% 1.2