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