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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)
Bucket List Wealth Management
6526
Bucket List Wealth Management
Florida
$203M +$36.9M +22% 13.4% – 64 12.5% 0.4
Financial Alternatives
6527
Financial Alternatives
California
$203M +$17.4M +9% 9.26% 50.2% 85 8.24% 2.9
Flywheel Private Wealth
6528
Flywheel Private Wealth
California
$203M +$27.4M +16% 13.9% – 110 6.36% 1.1
Taylor & Morgan Wealth Management
6529
Taylor & Morgan Wealth Management
Michigan
$203M +$27.6M +16% 14.6% 85.9% 91 15.38% 2.7
Salus Financial Advisors
6530
Salus Financial Advisors
Colorado
$203M +$31.4M +18% 11.4% – 39 12.82% 1.2
ECP
6531
Elwood Capital Partners
New York
$203M +$5.65M +3% 29.9% – 40 37.5% 0.7
Valley Financial Group
6532
Valley Financial Group
Pennsylvania
$203M +$17.5M +9% 8.89% – 67 13.43% 1.9
American Trust Investment Advisors
6533
American Trust Investment Advisors
New Hampshire
$203M +$21.6M +12% 14% 91% 85 15.29% 4.5
Tower Wealth Partners
6534
Tower Wealth Partners
Pennsylvania
$203M +$21.6M +12% 11.2% 53.7% 105 20.95% 2.2
Mill Road Capital Management
6535
Mill Road Capital Management
Connecticut
$203M +$11.7M +6% 28.3% 85.1% 23 4.35% 3.3
EVR Research
6536
EVR Research
Virginia
$203M -$47.4M -19% 34.1% 165% 39 51.28% 0.6
LAMC
6537
Longview Asset Management (California)
California
$202M +$18.3M +10% 6.06% – 165 13.94% 1.2
Delphi Financial Group
6538
Delphi Financial Group
Delaware
$202M -$19.3M -9% 13.9% 66.3% 34 29.41% 1.9
Hilltop Wealth Advisors
6539
Hilltop Wealth Advisors
North Carolina
$202M +$35.3M +21% 16.2% 58.3% 75 30.67% 2.5
Winthrop Partners - WNY
6540
Winthrop Partners - WNY
New York
$202M +$14.5M +8% 9.29% – 90 6.67% 5.9
Brandywine Managers
6541
Brandywine Managers
Delaware
$202M +$32.2M +19% 30.8% 96.3% 46 13.04% 3.5
OPL
6542
Orland Properties Ltd
British Virgin Islands
$202M -$64.7M -24% 2.94% 77.6% 10 0% 1.6
Farringdon Capital
6543
Farringdon Capital
United Kingdom
$202M -$255M -56% 3.77% – 457 81.18% 0.3
Spectrum Strategic Capital Management
6544
Spectrum Strategic Capital Management
Oregon
$202M +$16M +9% 12.7% 85.6% 79 3.8% 1.1
Meriwether Wealth & Planning
6545
Meriwether Wealth & Planning
Louisiana
$202M +$19.1M +10% 12.3% – 133 13.53% 1.2
InTrack Investment Management
6546
InTrack Investment Management
Vermont
$202M +$26.2M +15% 17.1% 99.2% 116 12.07% 2.6
Orser Capital Management
6547
Orser Capital Management
Texas
$202M +$48.6M +32% 18.5% 128% 69 39.13% 3.1
HIA
6548
Harvest Investment Advisors
Florida
$202M +$21.8M +12% 14.7% 78.3% 60 6.67% 2.7
Align Financial
6549
Align Financial
Minnesota
$202M +$25.6M +15% 13.7% – 376 5.05% 0.5
Scratch Capital
6550
Scratch Capital
Idaho
$201M +$26.9M +15% 11.5% – 46 6.52% 1.2