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)
RHS Financial
5501
RHS Financial
California
$143M +$6.85M +5% 2.78% 65.6% 101 14.85% 2.5
Integral Investment Advisors
5502
Integral Investment Advisors
California
$143M -$6.43M -4% 2.4% 60% 80 11.25% 1.4
JPLA
5503
Joseph P. Lucia & Associates
New York
$143M -$6.36M -4% 3.84% 74.3% 118 8.47% 3.5
MA
5504
Minerva Advisors
Pennsylvania
$143M -$1.49M -1% 6.56% 166% 68 13.24% 6.8
CGC Financial Services
5505
CGC Financial Services
Oregon
$143M -$10.8M -7% 3.17% 46% 369 11.11% 0.2
GSI Capital Advisors
5506
GSI Capital Advisors
California
$143M -$20.6M -13% 6.75% 39.7% 34 38.24% 1.5
Solas Capital Management
5507
Solas Capital Management
Connecticut
$143M -$7.34M -5% 7.4% 62.5% 22 18.18% 1.8
Ranch Capital Advisors
5508
Ranch Capital Advisors
Florida
$143M +$911K +0.6% 2.51% 92.6% 146 4.11% 2.9
Chronos Wealth Management
5509
Chronos Wealth Management
Florida
$143M -$1.65M -1% 1.43% 92.3% 37 5.41% 3.1
Lodestone Wealth Management
5510
Lodestone Wealth Management
Washington
$143M -$3.13M -2% 1.2% 87.1% 135 11.11% 0.7
Consilium Wealth Advisory
5511
Consilium Wealth Advisory
Texas
$143M -$1.48M -1% 2.44% 126% 86 9.3% 1.3
Bridgefront Capital
5512
Bridgefront Capital
Texas
$143M -$42.1M -23% 5.2% 52.1% 662 79.61% 0.1
Cape Ann Savings Bank
5513
Cape Ann Savings Bank
Massachusetts
$143M -$7.71M -5% 3.68% 72.7% 87 11.49% 5.8
CAM
5514
CPA Asset Management
Florida
$143M +$3.41M +2% 3.25% 53.3% 72 9.72% 0.7
Ridgecrest Wealth Partners
5515
Ridgecrest Wealth Partners
California
$143M -$8.68M -6% 2.61% 103% 105 9.52% 2.1
Graphene Investments SAS
5516
Graphene Investments SAS
France
$143M -$9.1M -6% 3.49% 103% 49 16.33% 0.7
RE Dickinson Investment Advisors
5517
RE Dickinson Investment Advisors
Iowa
$143M -$130M -48% 3.88% 2.24% 449 45.88% 1.4
Flynn Zito Capital Management
5518
Flynn Zito Capital Management
New York
$143M -$5.56M -4% 3.95% 97.3% 76 7.89% 1
DCM
5519
Dudley Capital Management
Virginia
$142M -$6.25M -4% 2.19% 129% 118 9.32% 0.7
Moser Wealth Advisors
5520
Moser Wealth Advisors
Washington
$142M -$6.13M -4% 3.45% – 136 7.35% 2.8
Brightlight Capital Management
5521
Brightlight Capital Management
Connecticut
$142M +$19.9M +16% 15.7% 202% 11 27.27% 2.3
Tower View Wealth Management
5522
Tower View Wealth Management
Wisconsin
$142M -$5.07M -3% 1.02% 135% 195 13.85% 2.7
Eudaimonia Advisors
5523
Eudaimonia Advisors
Tennessee
$142M -$6.64M -4% 3.64% – 152 11.84% 1.4
Castellan Group
5524
Castellan Group
Kentucky
$142M -$14.2M -9% 2.84% 184% 69 23.19% 1.4
Granite FO LLC
5525
Granite FO LLC
New Hampshire
$142M -$4.01M -3% 1.36% 112% 173 7.51% 0.7