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)
Lansing Management
5751
Lansing Management
New York
$137M -$28.5M -17% 17.7% 76.9% 8 0% 2.6
Bank of Marin
5752
Bank of Marin
California
$137M -$12.9M -9% 5.86% 80.3% 131 8.4% 1.8
Newton One Investments
5753
Newton One Investments
Delaware
$137M -$4.36M -3% 5.13% 42% 132 7.58% 1
HoldCo Asset Management
5754
HoldCo Asset Management
Florida
$137M -$488M -78% 1.82% – 24 4.17% 1.1
Western Pacific Wealth Management
5755
Western Pacific Wealth Management
Illinois
$137M -$18.3M -12% 12.8% 91.4% 245 14.29% 0.2
Kathleen S. Wright Associates
5756
Kathleen S. Wright Associates
Pennsylvania
$137M +$1.18M +0.9% 0.82% 66% 160 13.13% 0.2
Doheny Asset Management
5757
Doheny Asset Management
California
$137M -$5.59M -4% 5.01% 135% 93 11.83% 5.1
AmeriServ Wealth Advisors
5758
AmeriServ Wealth Advisors
Pennsylvania
$137M -$8.75M -6% 5.81% – 68 8.82% 3.6
NED
5759
Nancy E. Dempze
$137M -$11.3M -8% 5.06% 83.1% 82 8.54% 3.9
Merrion Investment Management
5760
Merrion Investment Management
New Jersey
$137M +$511K +0.4% 0.7% 161% 103 9.71% 1
Gator Capital Management
5761
Gator Capital Management
Florida
$137M -$1.36M -1% 5.84% 245% 81 19.75% 1.4
Bayshore Asset Management
5762
Bayshore Asset Management
Florida
$136M -$1.21M -0.9% 3.05% 62.3% 25 16% 0.2
Clark Financial Services Group
5763
Clark Financial Services Group
Missouri
$136M -$12.3M -8% 3.6% 116% 73 21.92% 1.3
Cherrydale Wealth Management
5764
Cherrydale Wealth Management
New Jersey
$136M +$2.91M +2% 6.59% 80.8% 44 18.18% 0.2
WFA
5765
WMG Financial Advisors
Tennessee
$136M +$7.74M +6% 5.57% 68% 194 21.13% 0.2
SC
5766
Schiavi & Co
Delaware
$136M +$2.92M +2% 2.53% 41.4% 17 23.53% 0.8
High Pines Wealth Management
5767
High Pines Wealth Management
Massachusetts
$136M -$7.52M -5% 5.79% 28.3% 37 2.7% 1.1
Van Leeuwen & Company
5768
Van Leeuwen & Company
New Jersey
$136M -$42.4M -24% 3.09% 75.4% 80 42.5% 1.6
Private Wealth Group
5769
Private Wealth Group
Florida
$136M -$11.7M -8% 1.49% 52.9% 46 10.87% 1.8
Technology Crossover Management VII
5770
Technology Crossover Management VII
California
$136M -$82.6M -38% 37.8% 35.2% 1 0% 7.5
RHS Financial
5771
RHS Financial
California
$136M -$8.28M -6% 4.22% 65.6% 91 21.98% 2.1
WCM
5772
Westerly Capital Management
California
$135M -$16.8M -11% 9.47% 116% 57 47.37% 0.5
LifeSteps Financial
5773
LifeSteps Financial
California
$135M -$6.06M -4% 4.6% 98.4% 84 8.33% 1.9
General Industrial Partners
5774
General Industrial Partners
United Kingdom
$135M -$71.6M -35% 12.8% – 10 70% 0.7
Evolution Advisers
5775
Evolution Advisers
Virginia
$135M -$843K -0.6% 5.25% 40.8% 175 33.14% 0.2