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)
Provident Wealth Management
5776
Provident Wealth Management
Tennessee
$90.4M +$4.26M +5% 8.16% 61.1% 77 32.47% 0.8
Lesa Sroufe & Co
5777
Lesa Sroufe & Co
Washington
$90M +$6.36M +8% 11.3% – 75 17.33% 3.4
Boundary Creek Advisors
5778
Boundary Creek Advisors
New York
$90M – – 12.3% 15% 13 – 0
GBA
5779
Garrison Bradford & Associates
New York
$89.7M +$7.62M +9% 6.13% 62.2% 55 9.09% 4.2
W.L. Ross & Co
5780
W.L. Ross & Co
Texas
$89.7M +$30.1M +51% 50.6% – 1 0% 1.3
Riverview Trust Company
5781
Riverview Trust Company
Washington
$89.6M -$797K -0.9% 6.69% 87.6% 225 1.33% 2.1
Lead Edge Capital Management
5782
Lead Edge Capital Management
New York
$89.6M +$9M +11% 7.59% 20.2% 4 75% 0.2
Credit Capital Investments
5783
Credit Capital Investments
New Jersey
$89.1M +$11.7M +15% 13.6% 500% 32 28.13% 1.1
Oppenheimer & Close
5784
Oppenheimer & Close
New York
$88.8M -$3.5M -4% 11.4% 148% 52 15.38% 3.6
Penn Mutual Asset Management
5785
Penn Mutual Asset Management
Pennsylvania
$88.5M -$24.7M -22% 6.75% 32% 87 28.74% 0.6
TI
5786
Telemetry Investments
New York
$88.5M +$29.3M +49% 7.48% 77.4% 152 58.55% 0.5
Indie Asset Partners
5787
Indie Asset Partners
Indiana
$87.9M +$1.96M +2% 6.7% 119% 128 21.88% 0.8
Mayar Capital
5788
Mayar Capital
United Kingdom
$87.8M – – 11.6% 14.7% 13 – 0
Relaxing Retirement Coach
5789
Relaxing Retirement Coach
Massachusetts
$87.5M -$4.01M -4% 6.88% 28.6% 46 10.87% 2.8
MU Investments Company
5790
MU Investments Company
Japan
$87.4M -$24.7M -22% 5.84% 40.4% 24 0% 4.2
Alpha DNA Investment Management
5791
Alpha DNA Investment Management
Maryland
$87M -$6.82M -7% 13.6% 134% 838 33.65% 0.2
Future Financial Wealth Management
5792
Future Financial Wealth Management
Ohio
$87M +$292K +0.3% 6.84% 65.2% 133 22.56% 0.2
Mayo Clinic
5793
Mayo Clinic
Minnesota
$86.9M +$3.74M +5% 17.1% – 10 30% 0.9
ARIS
5794
Advanced Research Investment Solutions
California
$86.4M +$19.6M +29% 4.08% 13.1% 71 7.04% 0.5
Marathon Asset Management (New York)
5795
Marathon Asset Management (New York)
New York
$86.1M +$35.4M +70% 4.04% 490% 26 76.92% 0.5
DCM Hybrid RMB Fund International
5796
DCM Hybrid RMB Fund International
California
$85.8M – – 14.2% – 2 – 4.3
Freestate Advisors
5797
Freestate Advisors
Kansas
$85.7M -$8.16M -9% 3.45% – 12 75% 0.2
Steinberg Asset Management
5798
Steinberg Asset Management
New York
$85.3M +$3.79M +5% 7.39% 108% 34 14.71% 3.4
Goodwin Investment Advisory
5799
Goodwin Investment Advisory
Georgia
$85M +$3.25M +4% 6.52% 60.8% 153 47.06% 0.1
WGA
5800
Weather Gauge Advisory
Virginia
$84.8M -$1.36M -2% 7.9% 39.9% 82 6.1% 2.1