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