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