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