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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)
Mirsky Financial Management
4501
Mirsky Financial Management
New York
$242M +$18.2M +8% 4.95% 39.3% 54 16.67% 1.7
Childress Capital Advisors
4502
Childress Capital Advisors
Texas
$242M -$3.85M -2% 8% 107% 190 16.84% 0.8
Legacy Capital Wealth Partners
4503
Legacy Capital Wealth Partners
Arkansas
$242M -$13.5M -5% 4.07% 70.4% 44 9.09% 0.5
PWP
4504
Personal Wealth Partners
Minnesota
$242M +$4.98M +2% 7.07% 37.2% 83 16.87% 1.9
LA
4505
LFL Advisers
Illinois
$242M +$23.9M +11% 12.9% 83% 11 0% 3.5
Bishop & Co Investment Management
4506
Bishop & Co Investment Management
Pennsylvania
$242M +$36.2M +18% 3.89% 53.7% 22 0% 4.5
Venator Capital Management
4507
Venator Capital Management
Ontario, Canada
$242M +$31.2M +15% 4.67% 154% 70 27.14% 0.7
Oxler Private Wealth
4508
Oxler Private Wealth
New York
$241M +$14.4M +6% 9.42% 119% 128 8.59% 0.9
MBM Wealth Consultants
4509
MBM Wealth Consultants
Missouri
$241M +$21.9M +10% 4.71% 57.1% 314 10.51% 1.9
Wealth Effects
4510
Wealth Effects
Massachusetts
$241M – – 5.44% 235% 215 – 0
Sweet Financial Partners
4511
Sweet Financial Partners
Minnesota
$241M – – 6.19% 22.4% 156 – 0
Game Creek Capital
4512
Game Creek Capital
Massachusetts
$241M +$8.21M +4% 8.4% 176% 84 25% 1.7
Gradient Capital Advisors
4513
Gradient Capital Advisors
California
$240M +$22.1M +10% 8.2% 78.5% 125 5.6% 2.7
OFCM
4514
One Fin Capital Management
California
$240M +$24.2M +11% 14.5% 92% 31 67.74% 0.6
WA
4515
WP Advisors
California
$240M -$3.84M -2% 8.6% 113% 111 9.01% 2.1
Autumn Glory Partners
4516
Autumn Glory Partners
Texas
$240M – – 9.02% 76% 218 – 0
Affiance Financial
4517
Affiance Financial
Minnesota
$240M +$9.6M +4% 7% 57.8% 157 8.28% 3.5
FSB Premier Wealth Management
4518
FSB Premier Wealth Management
Iowa
$240M +$39.9M +20% 5.3% 53.9% 536 80.78% 0.2
DFPG Investments
4519
DFPG Investments
Utah
$239M -$24.8M -9% 6.53% 38.2% 199 19.1% 1.7
Ceeto Capital Group
4520
Ceeto Capital Group
Florida
$239M +$25.6M +12% 12.6% 94.4% 159 7.55% 2.9
FC Advisory
4521
FC Advisory
Pennsylvania
$239M +$15.2M +7% 4.16% 46.6% 69 7.25% 4.1
Benchmark Financial Wealth Advisors
4522
Benchmark Financial Wealth Advisors
Florida
$239M +$28.9M +14% 6.85% 81.6% 80 20% 1.5
Aprio Wealth Management
4523
Aprio Wealth Management
Georgia
$239M +$19.8M +9% 5% 66.1% 82 20.73% 1.1
Audent Global Asset Management
4524
Audent Global Asset Management
California
$239M – – 10.1% 112% 46 – 0
Pivotal bioVenture Partners Investment Advisor
4525
Pivotal bioVenture Partners Investment Advisor
California
$239M -$43.8M -15% 12.2% 667% 10 10% 0.8