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