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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)
KC
3301
Keenan Capital
California
$495M +$43.4M +10% 28.2% 110% 10 10% 3.6
Thurston Springer Miller Herd & Titak
3302
Thurston Springer Miller Herd & Titak
Indiana
$495M +$132M +36% 0.68% – 1,706 30.07% 0.4
Edge Wealth Management
3303
Edge Wealth Management
New York
$494M -$4.1M -0.8% 1.14% 75.3% 84 9.52% 5.8
KPS Global Asset Management (UK)
3304
KPS Global Asset Management (UK)
United Kingdom
$494M +$75.1M +18% 18% 373% 4 0% 4.6
Spirit of America Management Corp
3305
Spirit of America Management Corp
New York
$494M -$7.86M -2% 2.81% 113% 315 2.86% 5.1
Land & Buildings Investment Management
3306
Land & Buildings Investment Management
Connecticut
$494M +$4.47M +0.9% 1.41% 53.9% 22 22.73% 1
Providence Capital Advisors
3307
Providence Capital Advisors
North Carolina
$493M -$10.4M -2% 1.31% 47.4% 359 68.25% 4.5
SM
3308
Scoggin Management
New York
$493M +$73M +17% 34.2% 889% 102 61.76% 0.6
Brickley Wealth Management
3309
Brickley Wealth Management
California
$493M +$2.46M +0.5% 0.02% 75.9% 48 6.25% 4.1
Armbruster Capital Management
3310
Armbruster Capital Management
New York
$492M -$9.9M -2% 2.29% 66.7% 141 14.18% 4.6
Walkner Condon Financial Advisors
3311
Walkner Condon Financial Advisors
Wisconsin
$492M +$2.05M +0.4% 0.59% 62.6% 296 15.2% 2.3
First Fiduciary Investment Counsel
3312
First Fiduciary Investment Counsel
Ohio
$492M -$7.68M -2% 1.12% 60% 70 8.57% 4.8
SFS
3313
Security Financial Services
Indiana
$491M +$66.9K +0% 0.62% 67.7% 174 10.34% 1.9
Trust Company of the South
3314
Trust Company of the South
North Carolina
$491M +$18.8M +4% 0.42% 70.2% 132 12.12% 0.9
RI
3315
RPTC Inc
Wyoming
$491M +$30.7M +7% 7.21% 66.4% 6 0% 5.9
Partners in Financial Planning
3316
Partners in Financial Planning
Virginia
$490M -$5.44M -1% 1.96% 38.9% 109 3.67% 2.8
Burling Wealth Partners
3317
Burling Wealth Partners
Illinois
$490M – – 1.46% – 164 – 0
Requisite Capital Management
3318
Requisite Capital Management
Texas
$490M +$11.5M +2% 1.92% 41% 103 33.98% 1.4
Nan Fung Trinity
3319
Nan Fung Trinity
Hong Kong
$490M -$38.7M -7% 9.94% 82.3% 31 25.81% 0.8
Mengis Capital Management
3320
Mengis Capital Management
Oregon
$490M -$18.7M -4% 0.64% 104% 194 8.76% 5.4
WPWealth
3321
WPWealth
Texas
$489M +$7.06M +1% 2.89% 38.2% 97 16.49% 1.1
PBMares Wealth Management
3322
PBMares Wealth Management
Virginia
$489M +$10.5M +2% 1.05% 67.7% 206 9.22% 3.1
Matthews International Capital Management
3323
Matthews International Capital Management
California
$489M -$118M -19% 0.81% 227% 45 13.33% 2.7
TAP Consulting
3324
TAP Consulting
Missouri
$489M -$19M -4% 1.52% 3.08% 162 10.49% 2.3
Gibson Capital
3325
Gibson Capital
Pennsylvania
$489M -$2.21M -0.4% 0.49% 67.2% 81 17.28% 4.1