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)
Sterling Manor Financial
6701
Sterling Manor Financial
New York
$159M +$8.62M +6% 5.48% – 36 19.44% 1.7
Terra Nova Asset Management
6702
Terra Nova Asset Management
New York
$159M +$15.5M +11% 8.55% 172% 99 15.15% 3.2
Zynergy Retirement Planning
6703
Zynergy Retirement Planning
New Jersey
$159M +$9.48M +6% 4.97% – 28 10.71% 1.1
Teca Partners
6704
Teca Partners
Texas
$159M +$15.3M +11% 4.89% 66% 13 30.77% 1.1
Providence Wealth Advisors
6705
Providence Wealth Advisors
Illinois
$159M +$12.8M +9% 8.33% 121% 88 6.82% 4.8
Richmond Brothers
6706
Richmond Brothers
Michigan
$158M +$5.73M +4% 6.26% 77.2% 35 17.14% 1.6
Paragon Financial Partners
6707
Paragon Financial Partners
California
$158M +$12M +8% 8.38% 90.6% 72 2.78% 3.2
VERITY Wealth Advisors
6708
VERITY Wealth Advisors
United States
$158M +$9.46M +6% 6.72% 59.9% 79 6.33% 4.4
Nipun Capital
6709
Nipun Capital
California
$158M -$26M -14% 2.69% 30.2% 13 53.85% 1.5
Graphene Investments SAS
6710
Graphene Investments SAS
France
$158M +$4.72M +3% 8.52% 103% 47 10.64% 1.9
Optimas Capital
6711
Optimas Capital
Hong Kong
$158M +$63.3M +67% 18.8% 355% 42 85.71% 0.2
Lakeside Advisors
6712
Lakeside Advisors
Washington
$158M +$2.91M +2% 4.57% 83.7% 64 4.69% 3.3
Boyar Asset Management
6713
Boyar Asset Management
New York
$158M +$5.23M +3% 6.55% 75.5% 81 7.41% 7.5
Dominguez Wealth Management Solutions
6714
Dominguez Wealth Management Solutions
Virginia
$158M +$13.9M +10% 7.12% 59.7% 64 4.69% 2.4
IDG China Venture Capital Fund V Associates
6715
IDG China Venture Capital Fund V Associates
Hong Kong
$158M +$25.2M +19% 19% 7.34% 1 0% 3.8
Redwood Financial Network
6716
Redwood Financial Network
Ohio
$158M +$9.9M +7% 6.14% 74.1% 183 9.29% 2.2
Hengistbury Investment Partners
6717
Hengistbury Investment Partners
United Kingdom
$158M +$11.5M +8% 9.74% 108% 3 0% 5.3
Members Wealth
6718
Members Wealth
Pennsylvania
$158M – – 5.69% – 104 – 1.1
Bain Capital Public Equity
6719
Bain Capital Public Equity
Massachusetts
$158M +$6.7M +4% 9.03% 169% 32 46.88% 0.5
Stonekeep Investments
6720
Stonekeep Investments
New Mexico
$158M +$9.31M +6% 8.11% – 66 3.03% 1
Hestia Capital Management
6721
Hestia Capital Management
Pennsylvania
$158M +$11.2M +8% 6.11% – 17 41.18% 0.2
Momentous Wealth Management
6722
Momentous Wealth Management
Washington
$158M +$2.95M +2% 5.58% – 47 17.02% 0.7
Doheny Asset Management
6723
Doheny Asset Management
California
$158M +$14.9M +10% 12.1% 135% 67 5.97% 6.3
Arthedge Capital Management
6724
Arthedge Capital Management
New York
$158M -$15.9M -9% 9.59% 80.7% 11 0% 3.6
Renasant Bank
6725
Renasant Bank
Mississippi
$158M +$7.76M +5% 6.27% 65% 162 17.9% 2.7