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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Uncommon Cents Investing
Janesville,
Wisconsin
| $273M | -$10.2M | -4% | 3.82% | 91.4% | 173 | 6.36% | 3.6 |
|
| 3952 |
3952
Winch Advisory Services
Appleton,
Wisconsin
| $273M | -$5.84M | -2% | 2.61% | 80.8% | 475 | 7.16% | 4.4 |
|
| 3953 |
3953
Legacy Wealth Asset Management
Woodbury,
Minnesota
| $272M | -$13.8M | -5% | 2.83% | 116% | 350 | 8.86% | 1.9 |
|
| 3954 |
3954
Sage Capital Advisors
Sioux Falls,
South Dakota
| $272M | -$12.5M | -4% | 3.89% | 105% | 127 | 5.51% | 3.2 |
|
| 3955 |
KS
3955
Karpas Strategies
Litchfield,
Connecticut
| $272M | -$24M | -8% | 3.84% | 16.1% | 120 | 5% | 7.1 |
|
| 3956 |
WWMSC
3956
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $272M | +$10.4M | +4% | 1.19% | 36.4% | 226 | 9.29% | 2.8 |
|
| 3957 |
3957
Columbus Hill Capital Management
Short Hills,
New Jersey
| $272M | -$34.3M | -11% | 3.54% | 151% | 23 | 43.48% | 2.5 |
|
| 3958 |
3958
Searchlight Capital Partners
New York
| $272M | -$22.3M | -8% | 7.43% | 38.5% | 4 | 0% | 4.8 |
|
| 3959 |
3959
Krensavage Asset Management
New York
| $272M | -$44M | -14% | 2.51% | 124% | 12 | 0% | 3.5 |
|
| 3960 |
3960
Johnson & Johnson
New Brunswick,
New Jersey
| $271M | -$50.6M | -16% | 15% | 339% | 24 | 8.33% | 1.7 |
|
| 3961 |
3961
Hi-Line Capital Management
Watertown,
South Dakota
| $271M | +$2.39M | +0.9% | 0.7% | 57.5% | 40 | 7.5% | 2.2 |
|
| 3962 |
NTCM
3962
Nut Tree Capital Management
New York
| $271M | -$36.1M | -12% | 7.14% | 101% | 9 | 11.11% | 2 |
|
| 3963 |
DI
3963
DDFG Inc
Thousand Oaks,
California
| $271M | -$409K | -0.2% | 3.38% | 56.3% | 73 | 5.48% | 0.7 |
|
| 3964 |
3964
Biechele Royce Advisors
Fishers,
Indiana
| $271M | -$15.9M | -6% | 2.05% | 39.2% | 72 | 12.5% | 3.2 |
|
| 3965 |
3965
ETF Portfolio Partners
Leawood,
Kansas
| $271M | -$7.85M | -3% | 4.5% | 50.2% | 47 | 4.26% | 4.5 |
|
| 3966 |
VM
3966
Venator Management
Pittsburgh,
Pennsylvania
| $271M | -$3.34M | -1% | 0.25% | 101% | 29 | 17.24% | 1.8 |
|
| 3967 |
3967
Tekne Capital Management
New York
| $271M | -$51.3M | -16% | 13.5% | 516% | 12 | 33.33% | 2.3 |
|
| 3968 |
3968
SWS Partners
Columbus,
Ohio
| $271M | -$6.73M | -2% | 3.44% | 127% | 120 | 10% | 1.8 |
|
| 3969 |
3969
Orchard Capital Management
Chicago,
Illinois
| $270M | -$26.9M | -9% | 4.65% | 140% | 50 | 12% | 1.8 |
|
| 3970 |
3970
Keeler Thomas Management
Orem,
Utah
| $270M | +$22.7M | +9% | 0.13% | 52.1% | 73 | 28.77% | 1.7 |
|
| 3971 |
3971
Boltwood Capital Management
Walnut Creek,
California
| $270M | -$7.36M | -3% | 3.37% | 63% | 163 | 6.75% | 5.7 |
|
| 3972 |
3972
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| $270M | +$568K | +0.2% | 2.69% | 70.7% | 231 | 9.96% | 0.7 |
|
| 3973 |
3973
Steamboat Capital Partners
Rye,
New York
| $270M | -$20.4M | -7% | 2.14% | 280% | 46 | 10.87% | 1.6 |
|
| 3974 |
3974
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $270M | -$13.1M | -5% | 3.74% | 74% | 68 | 1.47% | 6.4 |
|
| 3975 |
3975
Benin Management Corp
Wilton,
Connecticut
| $270M | -$9.7M | -3% | 3.64% | 91.7% | 102 | 6.86% | 6.9 |
|