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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
SCM
5151
Stonehill Capital Management
New York
| $236M | +$69.5M | +42% | 2.49% | 117% | 12 | 16.67% | 1.3 |
|
| 5152 |
5152
25 LLC
St. Louis,
Missouri
| $236M | +$5.84M | +3% | 2.59% | 48.7% | 60 | 15% | 1.3 |
|
| 5153 |
5153
Hillman Company
Pittsburgh,
Pennsylvania
| $236M | +$6.8M | +3% | 4.84% | 118% | 14 | 14.29% | 2.1 |
|
| 5154 |
5154
StrongBox Wealth
Lee's Summit,
Missouri
| $236M | +$2.82M | +1% | 1.24% | 63.9% | 95 | 14.74% | 2.8 |
|
| 5155 |
LAM
5155
Lountzis Asset Management
Wyomissing,
Pennsylvania
| $236M | -$4.37M | -2% | 1.75% | 124% | 49 | 4.08% | 3.1 |
|
| 5156 |
5156
1 North Wealth Services
Annapolis,
Maryland
| $236M | – | – | 1.11% | – | 59 | – | 3.8 |
|
| 5157 |
5157
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $236M | -$5.31M | -2% | 1.73% | 60.2% | 59 | 10.17% | 3.4 |
|
| 5158 |
VWM
5158
VCI Wealth Management
St Louis,
Missouri
| $236M | +$11M | +5% | 2.56% | 86.3% | 110 | 36.36% | 0.5 |
|
| 5159 |
5159
Accretive Wealth Partners
Parsippany,
New Jersey
| $236M | -$3.5M | -1% | 0.26% | 64.4% | 134 | 9.7% | 2.9 |
|
| 5160 |
5160
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $235M | +$2.72M | +1% | 0.2% | 52% | 94 | 13.83% | 1.4 |
|
| 5161 |
5161
Breakwater Investment Management
Seattle,
Washington
| $235M | -$4.27M | -2% | 1.47% | – | 319 | 5.96% | 0.7 |
|
| 5162 |
5162
New Century Financial Group
Princeton,
New Jersey
| $235M | -$37.6M | -14% | 1.68% | – | 341 | 24.93% | 0.6 |
|
| 5163 |
HIS
5163
Horizon Investment Services
Hammond,
Indiana
| $235M | +$1.19M | +0.5% | 10.7% | 250% | 141 | 26.24% | 2.9 |
|
| 5164 |
5164
OMC Financial Services
Dewitt,
New York
| $235M | +$23.6M | +11% | 5.2% | – | 62 | 3.23% | 0.7 |
|
| 5165 |
5165
Brick & Kyle Associates
Newtown,
Pennsylvania
| $235M | +$1.69M | +0.7% | 0.31% | 116% | 63 | 15.87% | 5.2 |
|
| 5166 |
5166
Jacobsen Capital Management
Salt Lake City,
Utah
| $235M | -$2.72M | -1% | 0% | 97.3% | 105 | 12.38% | 2.3 |
|
| 5167 |
5167
Dean Capital Management
Overland Park,
Kansas
| $235M | -$674K | -0.3% | 0.14% | 89.7% | 149 | 16.78% | 1.1 |
|
| 5168 |
5168
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $235M | +$14.9M | +7% | 0.68% | 70.3% | 131 | 4.58% | 4.5 |
|
| 5169 |
EAM
5169
Eukles Asset Management
Cincinnati,
Ohio
| $235M | -$14.4M | -6% | 0.4% | 87.9% | 246 | 9.35% | 4.2 |
|
| 5170 |
5170
Lowe Wealth Advisors
Columbia,
Maryland
| $235M | +$2.53M | +1% | 0.11% | 63.3% | 378 | 20.63% | 4.8 |
|
| 5171 |
5171
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| $235M | – | – | 0.27% | – | 93 | – | 0 |
|
| 5172 |
5172
Houlihan Financial Resource Group
Ashburn,
Virginia
| $235M | -$7.24M | -3% | 1.27% | 50.6% | 109 | 7.34% | 2.2 |
|
| 5173 |
5173
Brown University
Providence,
Rhode Island
| $235M | -$12.5M | -5% | 8.1% | 40.1% | 14 | 42.86% | 1.7 |
|
| 5174 |
5174
Jessup Wealth Management
Dayton,
Ohio
| $235M | +$16.5M | +8% | 4.32% | 181% | 74 | 28.38% | 1 |
|
| 5175 |
5175
Altman Advisors
Chicago,
Illinois
| $235M | +$9.8M | +4% | 2.71% | 143% | 99 | 9.09% | 2.1 |
|