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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)
NKCFO LLC
3926
NKCFO LLC
Illinois
$311M +$12.7M +4% 6.62% 237% 125 54.4% 0.7
Compass Ion Advisors
3927
Compass Ion Advisors
Pennsylvania
$311M +$32.6M +12% 3.98% 75.6% 107 26.17% 1.1
TRB Advisors
3928
TRB Advisors
New York
$311M +$34.5M +12% 13.5% 76.1% 8 0% 3.4
Kelman-Lazarov Inc
3929
Kelman-Lazarov Inc
Tennessee
$311M +$25.2M +9% 7.32% 46.6% 87 9.2% 3.7
NinePointTwo Capital
3930
NinePointTwo Capital
California
$311M +$52.5M +20% 0.17% 1.62% 204 66.18% 0.3
Tucker Asset Management
3931
Tucker Asset Management
Colorado
$310M +$32.8M +12% 7.03% 71.6% 462 18.83% 0.7
DCM
3932
Divisar Capital Management
California
$310M +$18.1M +6% 13.3% 194% 31 12.9% 2.4
Confluence Wealth Services
3933
Confluence Wealth Services
Pennsylvania
$310M – – 11.1% 69.4% 1,284 – 0
Diana Davis Spencer Foundation
3934
Diana Davis Spencer Foundation
Maryland
$310M -$3.6M -1% 1.14% 13.4% 3 0% 7
First Commonwealth Financial Corp
3935
First Commonwealth Financial Corp
Pennsylvania
$310M +$32.3M +12% 10% 72.9% 179 7.82% 3.6
Poehling Capital Management
3936
Poehling Capital Management
Wisconsin
$310M +$13.6M +5% 5.4% 83% 145 11.03% 2
Stone Run Capital
3937
Stone Run Capital
New York
$310M +$18M +6% 12.2% 77.8% 67 11.94% 5.8
Scholtz & Company
3938
Scholtz & Company
Connecticut
$309M +$26.8M +9% 11.6% 89.2% 77 31.17% 2
Curated Wealth Partners
3939
Curated Wealth Partners
California
$309M +$130M +73% 6.7% 39.9% 155 14.84% 0.9
Polunin Capital Partners
3940
Polunin Capital Partners
United Kingdom
$309M +$184M +148% 2.72% 268% 12 91.67% 0
LCP
3941
Legacy Capital Partners
Wisconsin
$309M +$32.6M +12% 12.7% 85.6% 148 10.81% 4.7
Benjamin Edwards Inc
3942
Benjamin Edwards Inc
Missouri
$309M +$144M +88% 10.2% 66.5% 738 29.67% 1
Peak Financial Management
3943
Peak Financial Management
Massachusetts
$309M +$13.7M +5% 4.83% 58.2% 80 15% 2.9
Fort LP
3944
Fort LP
Maryland
$309M +$8.21M +3% 11.9% 56.8% 313 17.25% 2.1
Greenlea Lane Capital Management
3945
Greenlea Lane Capital Management
Connecticut
$308M +$2.36M +0.8% 4.22% 99.7% 11 36.36% 2
PWM
3946
Praetorian Wealth Management
California
$308M +$12.9M +4% 5.81% 60.4% 61 45.9% 1.5
Walter & Keenan Wealth Management
3947
Walter & Keenan Wealth Management
Indiana
$308M +$13.1M +4% 9.84% 92% 155 7.74% 2.8
Absolute Investment Advisers
3948
Absolute Investment Advisers
Florida
$307M +$22.1M +8% 0% 0.5% 74 27.03% 0.2
Aravt Global
3949
Aravt Global
New York
$307M -$49M -14% 2.09% 83.7% 13 30.77% 3.4
LexAurum Advisors
3950
LexAurum Advisors
Kansas
$307M -$31.5M -9% 7.19% – 290 18.97% 2.2