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