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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
OLP Capital Management
Causeway Bay,
Hong Kong
| $790M | +$121M | +18% | 15.7% | 146% | 8 | 37.5% | 0.7 |
|
| 2502 |
2502
Portland Global Advisors
Portland,
Maine
| $790M | -$5.3M | -0.7% | 2.11% | 43.4% | 140 | 7.86% | 6.1 |
|
| 2503 |
2503
Barlow Wealth Partners
Louisville,
Kentucky
| $790M | +$25.3M | +3% | 4.37% | 101% | 155 | 17.42% | 0.9 |
|
| 2504 |
2504
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $790M | -$20.9M | -3% | 2.84% | 42.7% | 1,477 | 7.11% | 0.9 |
|
| 2505 |
2505
1834 Investment Advisors
Milwaukee,
Wisconsin
| $790M | -$69.3M | -8% | 0.17% | 68.7% | 221 | 8.6% | 5.2 |
|
| 2506 |
2506
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $789M | +$57.1M | +8% | 6.44% | 149% | 479 | 5.01% | 1.5 |
|
| 2507 |
2507
MUFG Securities Americas
New York
| $789M | – | – | 3.98% | – | 512 | – | 0 |
|
| 2508 |
2508
Sloy Dahl & Holst
Vancouver,
Washington
| $789M | +$203M | +35% | 41.5% | 132% | 115 | 15.65% | 2.2 |
|
| 2509 |
2509
Pekin Hardy Strauss
Chicago,
Illinois
| $788M | +$4.04M | +0.5% | 0.12% | 102% | 385 | 18.44% | 3.9 |
|
| 2510 |
2510
Planning Center Inc
Moline,
Illinois
| $788M | -$23.4M | -3% | 2.83% | 38.9% | 75 | 12% | 1.9 |
|
| 2511 |
2511
Nottingham Advisors
Amherst,
New York
| $788M | -$116M | -13% | 2.2% | 47.6% | 152 | 17.76% | 4.6 |
|
| 2512 |
2512
Atlas Capital Advisors
Jackson,
Wyoming
| $788M | +$132M | +20% | 0.06% | – | 991 | 15.44% | 3 |
|
| 2513 |
2513
Cabot Wealth Management
Salem,
Massachusetts
| $787M | -$12.5M | -2% | 0.21% | 69.3% | 132 | 5.3% | 5.6 |
|
| 2514 |
2514
Opus Capital Group
Cincinnati,
Ohio
| $787M | -$12.8M | -2% | 2.11% | 53.7% | 126 | 5.56% | 5 |
|
| 2515 |
2515
McIlrath & Eck
Arlington,
Washington
| $784M | +$8.06M | +1% | 0.86% | 44% | 1,040 | 12.69% | 3.8 |
|
| 2516 |
2516
L.J. Altfest & Co
New York
| $784M | +$32.9M | +4% | 1.31% | 95.6% | 375 | 24.53% | 3.4 |
|
| 2517 |
2517
State of Wyoming
Cheyenne,
Wyoming
| $784M | +$83.2M | +12% | 2.83% | 135% | 1,920 | 30.42% | 1.6 |
|
| 2518 |
2518
Signet Financial Management
Parsippany,
New Jersey
| $783M | -$1.07M | -0.1% | 0.93% | 65.2% | 282 | 10.64% | 3 |
|
| 2519 |
JWBC
2519
J.W. Burns & Co
Dewitt,
New York
| $783M | +$13.9M | +2% | 2.52% | 95.4% | 192 | 5.21% | 7.1 |
|
| 2520 |
2520
Global Endowment Management
Charlotte,
North Carolina
| $782M | -$208M | -21% | 2.89% | 46.1% | 156 | 26.28% | 2.3 |
|
| 2521 |
2521
Battery Management Corp
Boston,
Massachusetts
| $781M | +$456M | +140% | 7.88% | 45.1% | 7 | 28.57% | 2.3 |
|
| 2522 |
2522
Rockbridge Investment Management
Syracuse,
New York
| $780M | +$8.19M | +1% | 2.33% | 38.6% | 137 | 9.49% | 3.1 |
|
| 2523 |
2523
Continuum Advisory
Eagle,
Idaho
| $780M | -$3.44M | -0.4% | 0.44% | 77% | 1,985 | 10.43% | 1.3 |
|
| 2524 |
2524
Newbrook Capital Advisors
New York
| $780M | +$38.2M | +5% | 20% | 299% | 26 | 61.54% | 0.6 |
|
| 2525 |
2525
Community Bank
Dewitt,
New York
| $780M | -$13M | -2% | 0.2% | 73.5% | 405 | 7.65% | 6.7 |
|