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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Financial Freedom LLC
Cincinnati,
Ohio
| $169M | +$11.3M | +7% | 7.39% | 76.9% | 366 | 1.91% | 1.2 |
|
| 5727 |
5727
Olympus Wealth Management
Cottonwood Heights,
Utah
| $169M | -$26.2M | -13% | 6.67% | 43.1% | 24 | 50% | 1.8 |
|
| 5728 |
5728
Fairfield, Bush & Co
Darien,
Connecticut
| $169M | -$1.83M | -1% | 9.77% | 112% | 530 | 78.11% | 6.2 |
|
| 5729 |
5729
Masso Torrence Wealth Management
Marlton,
New Jersey
| $169M | +$22.1M | +15% | 14.9% | 130% | 100 | 17% | 1.4 |
|
| 5730 |
5730
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $168M | +$68.7K | +0% | 23.7% | 173% | 58 | 36.21% | 1 |
|
| 5731 |
5731
Applied Capital
Little Rock,
Arkansas
| $168M | -$10.4M | -6% | 6.46% | 52.6% | 45 | 22.22% | 1.7 |
|
| 5732 |
5732
SFG Wealth Management
Towson,
Maryland
| $168M | +$18.2M | +12% | 9.98% | 86.3% | 108 | 27.78% | 1.3 |
|
| 5733 |
FCFC
5733
First Citizens Financial Corp
Mason City,
Iowa
| $168M | +$12.6M | +8% | 8.07% | 72.9% | 115 | 5.22% | 2.8 |
|
| 5734 |
5734
Chicago Wealth Management
Chicago,
Illinois
| $168M | +$22M | +15% | 10.1% | 134% | 50 | 16% | 1.7 |
|
| 5735 |
5735
Birchbrook
Bangor,
Maine
| $168M | +$16.5M | +11% | 4.28% | 49.1% | 312 | 11.54% | 0.2 |
|
| 5736 |
5736
Paragon Private Wealth Management
Lexington,
Kentucky
| $168M | +$24.5M | +17% | 8.89% | 104% | 147 | 8.16% | 1.5 |
|
| 5737 |
5737
Dravo Bay
Rehoboth Beach,
Delaware
| $168M | +$19M | +13% | 4.96% | 45.2% | 48 | 4.17% | 1.8 |
|
| 5738 |
5738
Ridgecrest Wealth Partners
Mill Valley,
California
| $168M | +$16.6M | +11% | 9.44% | 103% | 110 | 10.91% | 2.2 |
|
| 5739 |
AIP
5739
Alapocas Investment Partners
Beverly,
Massachusetts
| $168M | +$9.8M | +6% | 8.14% | 58.3% | 19 | 0% | 2.1 |
|
| 5740 |
5740
Mudita Advisors
London,
United Kingdom
| $168M | +$23.9M | +17% | 12.8% | 143% | 16 | 0% | 1.9 |
|
| 5741 |
5741
Stevens Capital Partners
Omaha,
Nebraska
| $168M | +$24.1M | +17% | 8.84% | 76.3% | 58 | 13.79% | 1 |
|
| 5742 |
5742
O'Connor Financial Group
Quincy,
Illinois
| $168M | +$6.02M | +4% | 5.11% | 48.4% | 60 | 36.67% | 0.8 |
|
| 5743 |
5743
Riverstone Advisors
New Braunfels,
Texas
| $168M | +$13.2M | +9% | 12.8% | 104% | 53 | 13.21% | 2.4 |
|
| 5744 |
5744
Blue Door Asset Management
Stamford,
Connecticut
| $168M | -$17M | -9% | 12.7% | 127% | 22 | 36.36% | 1.3 |
|
| 5745 |
5745
Leverty Financial Group
Hudson,
Wisconsin
| $168M | +$9.9M | +6% | 7.79% | 57.3% | 36 | 13.89% | 1.6 |
|
| 5746 |
MWA
5746
Miller Wealth Advisors
Ridgeway,
Colorado
| $167M | +$11.6M | +7% | 11.2% | 147% | 86 | 6.98% | 1.7 |
|
| 5747 |
5747
NKCFO LLC
Geneva,
Illinois
| $167M | -$17.1M | -9% | 12.6% | 237% | 101 | 58.42% | 1.2 |
|
| 5748 |
5748
MRA Advisory Group
Parsippany,
New Jersey
| $167M | +$15.7M | +10% | 8.32% | 86.8% | 122 | 25.41% | 1.7 |
|
| 5749 |
5749
Sterneck Capital Management
Kansas City,
Missouri
| $167M | +$10.4M | +7% | 6.56% | 61.5% | 98 | 10.2% | 5 |
|
| 5750 |
5750
Hahn Capital Management
Walnut Creek,
California
| $167M | -$82.4M | -33% | 7.93% | 71.7% | 32 | 6.25% | 6.6 |
|