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)
Soapstone Management
7726
Soapstone Management
Maryland
$138M -$2.9M -2% 3.84% 30.3% 16 43.75% 1.8
Mountaineer Partners Management
7727
Mountaineer Partners Management
New York
$137M -$63.8M -32% 16.3% 158% 17 41.18% 1.6
Rubicon Advisors
7728
Rubicon Advisors
California
$137M +$22.4M +20% 15.6% – 95 30.53% 0.4
Pitti Group Wealth Management
7729
Pitti Group Wealth Management
New York
$137M +$14.1M +11% 9.9% 65.3% 85 5.88% 2.8
GTS Financial
7730
GTS Financial
Minnesota
$137M +$11M +9% 8.61% – 48 25% 0.2
Marquette Associates
7731
Marquette Associates
Illinois
$137M +$45.3M +49% 9.67% – 43 53.49% 1
WealthPoint Financial
7732
WealthPoint Financial
North Carolina
$137M +$17.7M +15% 11% – 132 12.88% 0.4
Ferguson Johnson Wealth Management
7733
Ferguson Johnson Wealth Management
Maryland
$137M +$13.9M +11% 6.9% – 38 10.53% 0.4
Farnam Financial
7734
Farnam Financial
Arizona
$137M +$15.6M +13% 18.7% – 58 24.14% 1.3
Trustco Bank (New York)
7735
Trustco Bank (New York)
New York
$137M +$24.5M +22% 30.8% 131% 78 10.26% 7.4
Sentinel Dome Partners
7736
Sentinel Dome Partners
California
$137M +$32M +30% 4.4% – 40 37.5% 0.3
Stephen J. Garry & Associates
7737
Stephen J. Garry & Associates
New York
$137M +$12.7M +10% 11.4% – 55 7.27% 1.8
Templeton & Phillips Capital Management
7738
Templeton & Phillips Capital Management
Tennessee
$137M +$14.4M +12% 9.54% 74.3% 60 21.67% 1.5
Daytona Street Capital
7739
Daytona Street Capital
Missouri
$137M +$7.23M +6% 14.6% – 340 30% 0.4
Crabel Capital Management
7740
Crabel Capital Management
California
$137M +$126M +1,167% 0.37% 13.9% 58 81.03% 0.3
Syntax Research
7741
Syntax Research
Florida
$137M -$20.3M -13% 11.7% 42.9% 188 12.23% 2.2
Impact Investors
7742
Impact Investors
California
$137M -$7.22M -5% 12.5% – 120 38.33% 1
Stone Wealth Partners
7743
Stone Wealth Partners
Louisiana
$137M +$25.4M +23% 32.3% – 69 23.19% 0.4
Barrier Capital Management
7744
Barrier Capital Management
California
$137M +$22.9M +20% 41.6% 216% 23 52.17% 0.6
Momentum Wealth Planning
7745
Momentum Wealth Planning
Florida
$137M +$24.2M +21% 32% – 43 30.23% 0.7
Timmons Wealth Management
7746
Timmons Wealth Management
Massachusetts
$137M +$31.2M +30% 10.1% – 81 18.52% 0.4
IASG
7747
Investment Advisory Services Group
Florida
$137M +$21.7M +19% 12.1% – 38 26.32% 0.4
Axos Invest
7748
Axos Invest
Nevada
$137M +$4.3M +3% 11.1% – 20 5% 1.4
LI
7749
Latash Investments
Alaska
$136M +$7.67M +6% 6.43% 110% 20 5% 4.7
Aventus Investment Advisors
7750
Aventus Investment Advisors
Florida
$136M +$18.3M +15% 15.6% – 170 20.59% 0.8