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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)
MFFIA
6576
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$176M +$17.1M +11% 15.5% 136% 81 2.47% 2.2
RPS Advisory Solutions
6577
RPS Advisory Solutions
Kentucky
$176M -$35.6M -17% 1.17% – 147 35.37% 1
Steadtrust
6578
Steadtrust
Texas
$176M +$13.9M +9% 13.2% – 131 13.74% 0.6
Cornerstone Wealth Partners
6579
Cornerstone Wealth Partners
Michigan
$176M +$32.2M +22% 4.59% – 21 28.57% 0.2
Beacon Financial Strategies
6580
Beacon Financial Strategies
North Carolina
$176M -$2.96M -2% 0.75% 54.2% 184 4.35% 1
NVP Associates
6581
NVP Associates
California
$176M -$79M -31% 15.5% 953% 6 16.67% 1.5
Atmos Advisory
6582
Atmos Advisory
Pennsylvania
$176M +$3.54M +2% 0.01% 31.9% 21 4.76% 4.2
Farrow Financial
6583
Farrow Financial
Vermont
$176M +$2.04M +1% 0.26% 79.9% 54 3.7% 1.8
Union Square Park Capital Management
6584
Union Square Park Capital Management
New York
$176M -$31.9M -15% 4.5% 75.8% 79 64.56% 0.6
4J Wealth Management
6585
4J Wealth Management
Virginia
$176M +$1.24M +0.7% 2.33% 74.7% 106 12.26% 3
Align Financial
6586
Align Financial
Minnesota
$176M +$3.52M +2% 0.97% – 397 8.06% 0.2
Draper Asset Management
6587
Draper Asset Management
New York
$176M -$14M -7% 8% 187% 27 29.63% 2
Lifetime Wealth Management
6588
Lifetime Wealth Management
Texas
$176M +$16.6M +10% 13.9% – 91 7.69% 0.2
Taylor Frigon Capital Management
6589
Taylor Frigon Capital Management
Arizona
$176M -$21.8M -11% 4.62% 152% 96 6.25% 4.5
Nolet Wealth Management
6590
Nolet Wealth Management
Texas
$176M -$3.64M -2% 2.61% – 102 20.59% 0.2
Boyar Asset Management
6591
Boyar Asset Management
New York
$176M +$18M +11% 2.42% 75.5% 82 13.41% 7.4
Birchview Capital
6592
Birchview Capital
Vermont
$176M +$4.87M +3% 10.1% 327% 85 34.12% 2.4
Resolute Wealth Advisor
6593
Resolute Wealth Advisor
Ohio
$176M – – 1.97% – 78 – 0.7
Tevis Investment Management
6594
Tevis Investment Management
Texas
$176M +$9.5M +6% 2.45% 58.7% 125 36% 2.5
Flywheel Private Wealth
6595
Flywheel Private Wealth
California
$176M +$15.4M +10% 3.99% – 108 25.93% 0.9
InTrack Investment Management
6596
InTrack Investment Management
Vermont
$175M -$3.3M -2% 1.1% 99.2% 117 15.38% 2.5
Providence Financial Advisors
6597
Providence Financial Advisors
Kansas
$175M +$75.2M +75% 0.18% – 63 22.22% 0.4
Sterling Wealth Advisors
6598
Sterling Wealth Advisors
Florida
$175M +$9.7M +6% 0.95% – 20 0% 1.1
Taylor & Morgan Wealth Management
6599
Taylor & Morgan Wealth Management
Michigan
$175M -$3.13M -2% 2.24% 85.9% 83 8.43% 2.8
Oceanside Advisors
6600
Oceanside Advisors
South Carolina
$175M +$10.3M +6% 2.06% 52.4% 53 5.66% 1.9