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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
HWM
5001
Hassell Wealth Management
Louisiana
$299M +$10.8M +4% 1.79% 46.3% 26 0%
DFG
5002
Demars Financial Group
Washington
$299M +$10.2M +4% 1.95% 59.6% 99 15.15%
MW
5003
Marks Wealth
Maryland
$299M -$25M -8% 5.06% 169% 36 75%
FA
5004
Flagstar Advisors
New York
$299M -$28M -9% 1.46% 77.9% 186 9.14%
ACM
5005
Ariose Capital Management
Hong Kong
$299M +$322K +0.1% 14.7% 1,745% 39 74.36%
LC
5006
LCNB Corp
Ohio
$298M +$12.6M +4% 3.87% 75.2% 190 5.79%
FI
5007
Financial Insights
Washington
$298M -$3.63M -1% 1.5% 71.9% 146 14.38%
TCM
5008
Turas Capital Management
Massachusetts
$298M 1.31% 63
HAM
5009
Harmony Asset Management
Arizona
$298M +$7.85M +3% 4.6% 188 13.3%
4WM
5010
44 Wealth Management
Oregon
$298M +$3.36M +1% 3.41% 213 14.55%
CG
5011
Corundum Group
Colorado
$298M +$54.6M +22% 2.09% 80.5% 119 18.49%
NIA
5012
NIA Impact Advisors
California
$298M -$9.78M -3% 2.76% 105 7.62%
LCM
5013
Lazari Capital Management
California
$298M +$1.39M +0.5% 2.61% 124% 174 9.77%
VW
5014
Veridan Wealth
Oregon
$298M +$7.19M +2% 1.46% 81 4.94%
MWA
5015
Medallion Wealth Advisors
Connecticut
$298M +$16M +6% 1.45% 1,148 6.45%
EFMH
5016
E Fund Management (HK)
Hong Kong
$297M +$133M +81% 4.6% 163% 415 19.04%
FBT
5017
First Bankers Trust
Kentucky
$297M +$10.4M +4% 2.97% 78.9% 148 6.08%
OCM
5018
Orion Capital Management
California
$297M +$9.62M +3% 2.78% 75.3% 577 18.54%
HPM
5019
Helix Partners Management
New York
$297M +$58.6M +25% 2.82% 14 50%
PMIM
5020
Prudent Man Investment Management
Colorado
$297M +$117M +65% 2.39% 195 27.18%
ILI
5021
Invesco LLC (Illinois)
Illinois
$297M +$1.63M +0.6% 3.69% 113% 135 5.93%
VWM
5022
Vigilare Wealth Management
Arizona
$297M +$8.68M +3% 2.65% 56.9% 137 27.74%
YCM
5023
Yakira Capital Management
Connecticut
$297M +$11.1M +4% 8.3% 74.1% 246 50.81%
OPAM
5024
Olympus Peak Asset Management
Connecticut
$297M +$3.48M +1% 19.4% 1 0%
PCR
5025
Potrero Capital Research
California
$297M -$572M -66% 5.43% 226% 51 54.9%