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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)
Olympus Wealth Management
4701
Olympus Wealth Management
Utah
$275M -$16.2M -6% 2.79% 43.1% 18 16.67% 2
Richard W. Paul & Associates
4702
Richard W. Paul & Associates
Michigan
$275M -$3.86M -1% 0.3% 65.2% 532 8.46% 1.6
SHFA
4703
SS&H Financial Advisors
Michigan
$274M -$3K -0% 1.43% – 129 7.75% 2.3
LCNB Corp
4704
LCNB Corp
Ohio
$274M -$8.07M -3% 0.47% 75.2% 184 3.8% 5
Liberty Square Wealth Partners
4705
Liberty Square Wealth Partners
Pennsylvania
$274M – – 0.7% – 154 – 0
Mathes Company
4706
Mathes Company
New York
$274M -$9.44M -3% 4.16% 121% 129 5.43% 6.4
SC
4707
Schulhoff & Co
Ohio
$274M +$34.5M +14% 3.88% 51.8% 131 4.58% 7.8
Quantedge Capital
4708
Quantedge Capital
Singapore
$274M -$61M -18% 5.18% 110% 211 54.5% 0.9
Moerus Capital Management
4709
Moerus Capital Management
New York
$274M +$1.61M +0.6% 21.8% 220% 17 5.88% 4.3
LCM
4710
Lonestar Capital Management
California
$274M -$317M -54% 11% 260% 31 64.52% 0.6
Blueshift Asset Management
4711
Blueshift Asset Management
New Jersey
$274M -$129M -32% 0.88% 38.8% 538 68.77% 0.3
Wilshire Advisors
4712
Wilshire Advisors
California
$274M +$65.6M +32% 3.25% 118% 11 0% 3.5
Townsend Asset Management
4713
Townsend Asset Management
North Carolina
$274M +$4.25M +2% 2.7% 88.5% 199 9.05% 3.7
Mindset Wealth Management
4714
Mindset Wealth Management
Indiana
$274M +$31.6M +13% 8.64% – 145 17.93% 0.2
TM
4715
TigerOak Management
New Mexico
$273M – – 2.87% – 106 – 0
DSC Meridian Capital
4716
DSC Meridian Capital
New York
$273M +$80.6M +42% 0.14% – 19 26.32% 0.4
First Citizens Asset Management
4717
First Citizens Asset Management
North Carolina
$273M -$8.17M -3% 1.03% 48.4% 30 16.67% 2
Seaside Wealth Management
4718
Seaside Wealth Management
California
$273M +$8.68M +3% 2.24% 53.4% 62 8.06% 1.9
All-Stars Investment
4719
All-Stars Investment
Hong Kong
$273M +$29M +12% 21.7% 30.1% 3 0% 1.8
Hunting Hill Global Capital
4720
Hunting Hill Global Capital
New York
$273M +$167M +159% 30.8% 132% 104 36.54% 0.8
Olympus Peak Asset Management
4721
Olympus Peak Asset Management
Connecticut
$273M +$5.98M +2% 4.43% – 1 0% 0.3
Northeast Financial Group
4722
Northeast Financial Group
Pennsylvania
$273M +$4.07M +2% 1.47% 31.6% 92 11.96% 1.8
Cassady Schiller Wealth Management
4723
Cassady Schiller Wealth Management
Ohio
$273M -$742K -0.3% 0.76% 21.8% 1,149 57.09% 0.7
Cypress Financial Planning
4724
Cypress Financial Planning
New Jersey
$273M +$2.05M +0.8% 1.83% 41.2% 86 12.79% 1.3
Level Financial Advisors
4725
Level Financial Advisors
New York
$273M +$10.5M +4% 2.31% 44% 81 9.88% 2.1