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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Olympus Peak Asset Management
Greenwich,
Connecticut
| $294M | +$21.2M | +8% | 11.3% | – | 1 | 0% | 1 |
|
| 4902 |
4902
Encompass Wealth Advisors
Portland,
Oregon
| $294M | +$20.9M | +8% | 6.67% | 68.7% | 110 | 6.36% | 3.5 |
|
| 4903 |
4903
XY Planning Network
Bozeman,
Montana
| $294M | $0 | 0% | 6.03% | – | 173 | 0% | 0.5 |
|
| 4904 |
4904
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $294M | +$26.2M | +10% | 5.64% | 60.9% | 87 | 18.39% | 1.8 |
|
| 4905 |
4905
25 LLC
St. Louis,
Missouri
| $294M | +$21.5M | +8% | 6.21% | 48.7% | 68 | 10.29% | 1.7 |
|
| 4906 |
AV
4906
Aspiring Ventures
Cincinnati,
Ohio
| $293M | +$66.4M | +29% | 22.2% | – | 74 | 20.27% | 0.5 |
|
| 4907 |
4907
Goepper Burkhardt
Greenville,
South Carolina
| $293M | +$21.9M | +8% | 6.35% | 50.4% | 103 | 6.8% | 2.8 |
|
| 4908 |
4908
Parkwoods Wealth Partners
Syracuse,
New York
| $293M | +$120M | +69% | 6.94% | – | 100 | 29% | 0.5 |
|
| 4909 |
4909
Davis Investment Partners
Charlotte,
North Carolina
| $293M | +$13.5M | +5% | 7.8% | 88.9% | 167 | 10.78% | 1.6 |
|
| 4910 |
4910
Richard W. Paul & Associates
Novi,
Michigan
| $293M | +$16.3M | +6% | 7.52% | 65.2% | 354 | 15.54% | 2.2 |
|
| 4911 |
4911
Lifestyle Asset Management
Friendswood,
Texas
| $293M | +$78.6M | +37% | 9.5% | 88.3% | 149 | 26.17% | 1 |
|
| 4912 |
4912
Twin Peaks Wealth Advisors
Burlingame,
California
| $293M | -$16M | -5% | 10.9% | – | 2,271 | 92.82% | 1.3 |
|
| 4913 |
BIMC
4913
Benson Investment Management Company
Roanoke,
Virginia
| $293M | +$28.8M | +11% | 10.1% | 99.8% | 60 | 23.33% | 1.7 |
|
| 4914 |
4914
Westshore Wealth
Newport Beach,
California
| $293M | +$32M | +12% | 7.36% | 58.8% | 107 | 14.95% | 3 |
|
| 4915 |
4915
Flagship Pioneering
Cambridge,
Massachusetts
| $293M | +$24.2M | +9% | 12.9% | 13.3% | 4 | 0% | 6.3 |
|
| 4916 |
4916
Rosalind Advisors
Toronto,
Ontario, Canada
| $293M | +$81.7M | +39% | 42% | – | 48 | 41.67% | 0.7 |
|
| 4917 |
4917
Oak Asset Management
Westlake Village,
California
| $292M | +$13.4M | +5% | 10.1% | 91.8% | 108 | 6.48% | 2.8 |
|
| 4918 |
4918
Q3 Asset Management
Birmingham,
Michigan
| $292M | +$9.12M | +3% | 6.54% | 96.2% | 80 | 73.75% | 0.4 |
|
| 4919 |
4919
Solitude Financial Services
Charlottesville,
Virginia
| $292M | +$16.2M | +6% | 7.13% | 62.4% | 42 | 19.05% | 2.8 |
|
| 4920 |
SC
4920
Stephens Consulting
Flint,
Michigan
| $292M | -$130M | -31% | 6.21% | 50.1% | 1,226 | 71.7% | 2.7 |
|
| 4921 |
4921
Leisure Capital Management
Costa Mesa,
California
| $292M | +$26.7M | +10% | 11% | 111% | 147 | 11.56% | 5.3 |
|
| 4922 |
4922
SoundView Advisors
Olympia,
Washington
| $292M | +$20.4M | +8% | 8.75% | – | 42 | 59.52% | 0.5 |
|
| 4923 |
VU
4923
Valence8 US
Cambridge,
Massachusetts
| $292M | +$54.1M | +23% | 6.83% | 76.6% | 14 | 14.29% | 1.5 |
|
| 4924 |
4924
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $292M | +$11.3M | +4% | 3.17% | 17.7% | 121 | 24.79% | 4.4 |
|
| 4925 |
4925
Barrett & Company
Providence,
Rhode Island
| $292M | +$25M | +9% | 7.59% | 83.6% | 659 | 6.53% | 2.4 |
|