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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
MFFIA
7126
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $167M | -$9.6M | -5% | 34% | 136% | 87 | 10.34% | 2.2 |
|
| 7127 |
AAM
7127
Ackerman Asset Management
Rockville,
Maryland
| $167M | +$23.3M | +16% | 14.5% | – | 38 | 7.89% | 0.9 |
|
| 7128 |
EWP
7128
Evergreen Wealth Partners
Kalispell,
Montana
| $167M | +$35.7M | +27% | 8.83% | – | 97 | 21.65% | 0.4 |
|
| 7129 |
7129
Orca Wealth Management
New Port Richey,
Florida
| $167M | +$26.1M | +19% | 34.3% | – | 86 | 25.58% | 1 |
|
| 7130 |
7130
Lauer Wealth
Valparaiso,
Indiana
| $167M | +$41M | +33% | 12.7% | 89.4% | 101 | 59.41% | 0.8 |
|
| 7131 |
7131
Grand Alliance Asset Management
Central,
Hong Kong
| $167M | +$1.38M | +0.8% | 116% | – | 18 | 44.44% | 0.5 |
|
| 7132 |
7132
Wright Wealth
Atlanta,
Georgia
| $167M | +$17M | +11% | 9.09% | – | 54 | 5.56% | 0.5 |
|
| 7133 |
IR
7133
IAT Reinsurance
New York
| $167M | -$143M | -46% | 27.4% | 60.2% | 80 | 20% | 3.9 |
|
| 7134 |
7134
Copia Wealth Management
Bend,
Oregon
| $166M | +$21M | +14% | 11.1% | – | 583 | 10.98% | 1.2 |
|
| 7135 |
7135
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| $166M | +$17.8M | +12% | 12.1% | – | 62 | 8.06% | 1.2 |
|
| 7136 |
7136
Harber Asset Management
Asheville,
North Carolina
| $166M | +$10M | +6% | 29.5% | 63.6% | 50 | 40% | 1 |
|
| 7137 |
7137
SeaTown Holdings
Singapore
| $166M | +$13.7M | +9% | 35.9% | 220% | 19 | 31.58% | 1.4 |
|
| 7138 |
7138
Silvia McColl Wealth Management
San Diego,
California
| $166M | +$14.4M | +9% | 13.7% | 82.7% | 124 | 5.65% | 2.7 |
|
| 7139 |
7139
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| $166M | -$32M | -16% | 8.62% | 44.8% | 286 | 26.57% | 2.2 |
|
| 7140 |
7140
Mainstream Capital Management
Los Angeles,
California
| $166M | +$17M | +11% | 17.7% | – | 92 | 6.52% | 1.4 |
|
| 7141 |
7141
Bitterroot Capital Advisors
Bozeman,
Montana
| $166M | +$1.29M | +0.8% | 8.63% | – | 62 | 17.74% | 0.5 |
|
| 7142 |
7142
Kurv Investment Management
San Francisco,
California
| $166M | -$7.03M | -4% | 52.3% | – | 76 | 48.68% | 0.3 |
|
| 7143 |
7143
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| $166M | +$3.42M | +2% | 16.1% | – | 139 | 23.02% | 1.1 |
|
| 7144 |
7144
Shum Financial Group
Alameda,
California
| $166M | +$24.5M | +17% | 15% | – | 110 | 19.09% | 1.4 |
|
| 7145 |
7145
Cottonwood Capital Advisors
Salt Lake City,
Utah
| $166M | +$24.1M | +17% | 18.6% | 79% | 90 | 6.67% | 3.7 |
|
| 7146 |
7146
Zeit Capital
Greenwood Village,
Colorado
| $166M | +$16.5M | +11% | 10.6% | 56.5% | 52 | 0% | 2.6 |
|
| 7147 |
7147
Refined Wealth Management
Salt Lake City,
Utah
| $166M | +$7.27M | +5% | 6.38% | 99.4% | 52 | 9.62% | 2.3 |
|
| 7148 |
7148
Westco Advisory Services
Lynbrook,
New York
| $166M | +$10.2M | +7% | 20.4% | – | 107 | 10.28% | 0.4 |
|
| 7149 |
7149
S.R. Schill & Associates
Mercer Island,
Washington
| $166M | +$17.6M | +12% | 8.66% | 42.7% | 29 | 13.79% | 4 |
|
| 7150 |
7150
Good Steward Wealth Advisors
Clarksville,
Tennessee
| $166M | +$10.1M | +6% | 7.49% | – | 75 | 14.67% | 1 |
|