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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5826 |
5826
Firethorn Wealth Partners
Augusta,
Georgia
| $132M | -$1.56M | -1% | 3.1% | 75.1% | 166 | 32.53% | 0.9 |
|
| 5827 |
5827
Heartland Bank & Trust
Bloomington,
Illinois
| $132M | -$3.1M | -2% | 3.94% | 105% | 138 | 14.49% | 0.7 |
|
| 5828 |
5828
325 Capital
New York
| $132M | +$29.9M | +29% | 8.57% | 226% | 10 | 20% | 0.2 |
|
| 5829 |
5829
MRA Advisory Group
Parsippany,
New Jersey
| $132M | +$2.5M | +2% | 0.59% | 86.8% | 132 | 24.24% | 0.9 |
|
| 5830 |
5830
Alphadyne Asset Management
New York
| $131M | -$26.4M | -17% | 8.56% | 159% | 9 | 77.78% | 0.2 |
|
| 5831 |
VFG
5831
V2 Financial group
Naperville,
Illinois
| $131M | +$2.56M | +2% | 6.32% | 63.3% | 73 | 17.81% | 1 |
|
| 5832 |
DFS
5832
Dixon Fnancial Services
Lafayette,
California
| $131M | -$5.71M | -4% | 2.42% | 76.6% | 26 | 11.54% | 0.3 |
|
| 5833 |
5833
WFA of San Diego
San Diego,
California
| $131M | -$40.7M | -24% | 3.07% | – | 172 | 48.26% | 1.3 |
|
| 5834 |
5834
OUP Management Company
Bala Cynwyd,
Pennsylvania
| $131M | -$90.5M | -41% | 22.5% | – | 16 | 0% | 0.3 |
|
| 5835 |
5835
Gainplan
Bloomfield Hills,
Michigan
| $131M | -$100M | -43% | 4.4% | 103% | 75 | 50.67% | 1.2 |
|
| 5836 |
WAM
5836
Werlinich Asset Management
Stamford,
Connecticut
| $131M | -$6.07M | -4% | 1.07% | 232% | 58 | 5.17% | 0.9 |
|
| 5837 |
SCA
5837
Strategic Capital Advisers
Denver,
Colorado
| $131M | -$8.41M | -6% | 0.97% | 51.4% | 63 | 12.7% | 2.5 |
|
| 5838 |
5838
Ballew Advisors
Jackson,
Mississippi
| $131M | -$12.7M | -9% | 0.06% | 68% | 131 | 25.19% | 2.3 |
|
| 5839 |
5839
Salvus Wealth Management
Red Bank,
New Jersey
| $131M | -$5.94M | -4% | 6.25% | 108% | 105 | 10.48% | 1.1 |
|
| 5840 |
5840
MAS Advisors
Miami,
Florida
| $131M | -$5.92M | -4% | 5.51% | 47.9% | 108 | 23.15% | 0.2 |
|
| 5841 |
EIM
5841
Ervin Investment Management
Seattle,
Washington
| $131M | +$5.65M | +5% | 3.63% | 92.9% | 34 | 8.82% | 0.2 |
|
| 5842 |
OF
5842
Outfitter Financial
Brunswick,
Maine
| $131M | -$5.59M | -4% | 1.98% | 97.6% | 261 | 65.9% | 1.2 |
|
| 5843 |
5843
Fortress Wealth Management
Culver City,
California
| $131M | -$2.28M | -2% | 4.08% | 52.1% | 63 | 20.63% | 0.2 |
|
| 5844 |
5844
Affinia Financial Group
Burlington,
Massachusetts
| $131M | -$23.2M | -15% | 3.96% | 37.5% | 33 | 12.12% | 1.5 |
|
| 5845 |
5845
Diamant Asset Management
Ridgefield,
Connecticut
| $131M | -$6.24M | -5% | 0.82% | 66.9% | 71 | 5.63% | 3.4 |
|
| 5846 |
5846
Allie Family Office
Miami,
Florida
| $130M | +$3.55M | +3% | 4.04% | 59% | 70 | 30% | 0.2 |
|
| 5847 |
5847
Treasure Coast Financial Planning
Vero Beach,
Florida
| $130M | +$1.14M | +0.9% | 3.43% | 32.6% | 34 | 8.82% | 0.2 |
|
| 5848 |
5848
Tsai Capital
New York
| $130M | -$13.6M | -9% | 8.49% | 29.2% | 16 | 12.5% | 1 |
|
| 5849 |
5849
Cadence Wealth Management
Westborough,
Massachusetts
| $130M | +$39.1M | +43% | 5.22% | 56.4% | 40 | 22.5% | 0.7 |
|
| 5850 |
MAM
5850
Marketfield Asset Management
New York
| $130M | -$2.32M | -2% | 16.6% | 61.5% | 39 | 17.95% | 3.5 |
|