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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Elevatus Welath Management
Victor,
New York
| $176M | -$116M | -40% | 0.24% | 270% | 120 | 24.17% | 1 |
|
| 5952 |
5952
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $176M | -$2.55M | -1% | 0.13% | 74.4% | 149 | 8.05% | 2.9 |
|
| 5953 |
5953
Mill Road Capital Management
Greenwich,
Connecticut
| $176M | -$32M | -15% | 11% | 85.1% | 27 | 22.22% | 3.2 |
|
| 5954 |
5954
Financial Futures
Brielle,
New Jersey
| $176M | +$102K | +0.1% | 1.71% | 48.5% | 62 | 16.13% | 1.8 |
|
| 5955 |
5955
Muzinich & Co
New York
| $176M | +$16.5M | +10% | 1.49% | 13.5% | 74 | 44.59% | 5 |
|
| 5956 |
5956
Granite FO LLC
Bedford,
New Hampshire
| $176M | +$991K | +0.6% | 1.87% | 112% | 187 | 0.53% | 0.9 |
|
| 5957 |
5957
Byrne Financial Freedom
Franklin,
Massachusetts
| $176M | -$48.7M | -22% | 5.98% | – | 103 | 9.71% | 0.2 |
|
| 5958 |
5958
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| $176M | +$6.2M | +4% | 0.14% | 61.3% | 73 | 13.7% | 1.1 |
|
| 5959 |
5959
Harrington Investments
Napa,
California
| $176M | -$6.04M | -3% | 2.02% | 109% | 83 | 3.61% | 5.7 |
|
| 5960 |
OCP
5960
OCO Capital Partners
New York
| $176M | +$22.7M | +15% | 7.34% | 679% | 4 | 25% | 2.4 |
|
| 5961 |
5961
Norway Savings Bank
Portland,
Maine
| $176M | -$4.66M | -3% | 1.31% | 117% | 108 | 6.48% | 5.9 |
|
| 5962 |
SP
5962
Saranac Partners
London,
| $176M | -$5.26M | -3% | 3.72% | 69% | 89 | 29.21% | 0.6 |
|
| 5963 |
5963
Pacific Sun Financial
Los Angeles,
California
| $176M | -$7.78M | -4% | 3.65% | 70.3% | 188 | 7.45% | 5 |
|
| 5964 |
5964
CWC Advisors
Lake Oswego,
Oregon
| $176M | +$75.4M | +75% | 1.69% | – | 146 | 22.6% | 0.4 |
|
| 5965 |
5965
Sound Stewardship
Overland Park,
Kansas
| $176M | +$7.22M | +4% | 0.79% | 45.9% | 64 | 12.5% | 1.7 |
|
| 5966 |
LPCM
5966
Lynwood Price Capital Management
Austin,
Texas
| $175M | +$30.2M | +21% | 5.44% | – | 15 | 0% | 0.3 |
|
| 5967 |
5967
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $175M | +$13.5M | +8% | 7% | 62.5% | 21 | 0% | 2.6 |
|
| 5968 |
CWMGP
5968
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| $175M | -$11.5M | -6% | 2.15% | 85.4% | 82 | 29.27% | 1.9 |
|
| 5969 |
5969
Martin Worley Group
Cottonwood Heights,
Utah
| $175M | +$15.2M | +9% | 0.54% | – | 88 | 7.95% | 0.2 |
|
| 5970 |
5970
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $175M | +$33.9M | +24% | 9.38% | – | 11 | 0% | 1 |
|
| 5971 |
5971
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $175M | -$57.2M | -25% | 0.62% | 130% | 48 | 60.42% | 0.6 |
|
| 5972 |
5972
Wheelhouse Advisory Group
St. Louis,
Missouri
| $175M | +$6.63M | +4% | 3.88% | 67.9% | 44 | 11.36% | 1.1 |
|
| 5973 |
5973
Loudon Investment Management
West Lebanon,
New Hampshire
| $175M | -$762K | -0.4% | 1.29% | 72.5% | 101 | 9.9% | 6 |
|
| 5974 |
5974
Axon Enterprise
Scottsdale,
Arizona
| $175M | -$23.4M | -12% | 11.8% | – | 1 | 0% | 0.3 |
|
| 5975 |
5975
Perry Creek Capital
New York
| $175M | -$18M | -9% | 6.04% | 51.2% | 11 | 9.09% | 4.2 |
|