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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
TRV GP II
Boston,
Massachusetts
| $153M | +$52.7M | +52% | 60.7% | 20.8% | 4 | 25% | 1.3 |
|
| 3927 |
3927
Chandler Asset Management
San Diego,
California
| $153M | +$7.43M | +5% | 11.5% | 35.6% | 19 | 5.26% | 1.1 |
|
| 3928 |
SCM
3928
SCW Capital Management
Dallas,
Texas
| $153M | +$27.2M | +22% | 17.5% | 179% | 15 | 40% | 0.2 |
|
| 3929 |
3929
Uncommon Cents Investing
Janesville,
Wisconsin
| $153M | +$18.6M | +14% | 10.9% | 91.4% | 83 | 3.61% | 1.2 |
|
| 3930 |
3930
Invesco Senior Secured Management
New York
| $153M | -$676K | -0.4% | 12.6% | 18.1% | 18 | 11.11% | 1 |
|
| 3931 |
KAM
3931
Kavi Asset Management
New York
| $153M | -$35.4M | -19% | 21.4% | 144% | 23 | 69.57% | 0.3 |
|
| 3932 |
WFWM
3932
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| $153M | +$49.2M | +47% | 9.98% | 53.8% | 33 | 21.21% | 1.5 |
|
| 3933 |
3933
Stellar Capital Management
Phoenix,
Arizona
| $153M | +$25.5M | +20% | 12.9% | 23.4% | 86 | 9.3% | 3.4 |
|
| 3934 |
3934
Denver PWM
Denver,
Colorado
| $153M | +$13.6M | +10% | 9.5% | 48.6% | 76 | 19.74% | 0.9 |
|
| 3935 |
3935
PhiloSmith Capital
Stamford,
Connecticut
| $153M | +$16.6M | +12% | 6.56% | 47% | 39 | 5.13% | 2 |
|
| 3936 |
3936
Whalerock Point Partners
Providence,
Rhode Island
| $153M | +$45.4M | +42% | 12.2% | 103% | 129 | 26.36% | 3 |
|
| 3937 |
3937
Rench Wealth Management
Denton,
Texas
| $153M | +$16.3M | +12% | 12.4% | 106% | 53 | 5.66% | 3.4 |
|
| 3938 |
3938
Whitener Capital Management
Rocky Mount,
North Carolina
| $153M | +$17.1M | +13% | 13.2% | 113% | 527 | 16.7% | 0.6 |
|
| 3939 |
3939
Fort Sheridan Advisors
Highland Park,
Illinois
| $153M | +$11.7M | +8% | 7.93% | 109% | 106 | 21.7% | 0.2 |
|
| 3940 |
SC
3940
Sawyer & Company
Boston,
Massachusetts
| $153M | +$16.6M | +12% | 11.6% | 111% | 185 | 7.03% | 1.2 |
|
| 3941 |
3941
Engine Capital Management
New York
| $153M | -$17.5M | -10% | 20.3% | 21.1% | 55 | 23.64% | 1 |
|
| 3942 |
3942
Nixon Peabody Trust
Boston,
Massachusetts
| $153M | +$25.7M | +20% | 12.4% | 101% | 74 | 6.76% | 2.5 |
|
| 3943 |
3943
Capital Wealth Planning
Naples,
Florida
| $153M | +$1.78M | +1% | 14.8% | 73.9% | 131 | 21.37% | 0.9 |
|
| 3944 |
3944
BigSur Wealth Management
Miami,
Florida
| $152M | +$11.7M | +8% | 11.5% | 94.8% | 107 | 10.28% | 1.6 |
|
| 3945 |
3945
Landmark Financial Advisors
Bowling Green,
Kentucky
| $152M | -$518K | -0.3% | 9.65% | 11.8% | 56 | 3.57% | 3.4 |
|
| 3946 |
3946
Avestar Capital
New York
| $152M | +$5.89M | +4% | 13.7% | 112% | 1,035 | 10.14% | 1 |
|
| 3947 |
3947
Trinity Legacy Partners
Houston,
Texas
| $152M | +$48.9M | +47% | 11.6% | 63.3% | 65 | 30.77% | 0.2 |
|
| 3948 |
3948
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $152M | +$52.3M | +52% | 10.7% | 68.6% | 60 | 41.67% | 0.7 |
|
| 3949 |
3949
Nicollet Investment Management
Minneapolis,
Minnesota
| $152M | +$25.4M | +20% | 15.7% | 104% | 69 | 5.8% | 1.2 |
|
| 3950 |
3950
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $152M | +$14.9M | +11% | 12.2% | 13.1% | 87 | 17.24% | 1.3 |
|