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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Trust Company of Kansas
Wichita,
Kansas
| $171M | – | – | 7.2% | 87% | 41 | – | 0 |
|
| 4077 |
4077
Voce Capital Management
San Francisco,
California
| $171M | -$16.1M | -9% | 0.13% | 69.2% | 14 | 35.71% | 1.7 |
|
| 4078 |
4078
Nishkama Capital LLC
Dorado,
Puerto Rico
| $170M | +$77.7M | +84% | 18% | 723% | 50 | 86% | 0.1 |
|
| 4079 |
4079
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $170M | +$19.3M | +13% | 9.31% | 13.1% | 79 | 15.19% | 1.6 |
|
| 4080 |
4080
X-Square Capital
Guaynabo,
Puerto Rico
| $170M | +$11.2M | +7% | 18.6% | 158% | 83 | 14.46% | 1.3 |
|
| 4081 |
4081
Marvin & Palmer Associates
Wilmington,
Delaware
| $170M | +$17.6M | +12% | 12.5% | 392% | 33 | 42.42% | 1 |
|
| 4082 |
4082
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $170M | +$15.7M | +10% | 9.38% | 80% | 74 | 8.11% | 2 |
|
| 4083 |
VAM
4083
Velanne Asset Management
London,
United Kingdom
| $170M | +$13.2M | +8% | 10.5% | 29.6% | 23 | 4.35% | 0.9 |
|
| 4084 |
4084
Disciplina Capital Management
Nashville,
Tennessee
| $169M | +$2.79M | +2% | 3.58% | 30% | 17 | 0% | 0.9 |
|
| 4085 |
LBC
4085
Lawrence B. Cohen
| $169M | +$16.7M | +11% | 8.97% | 41.8% | 79 | 10.13% | 4.2 |
|
| 4086 |
4086
Long Road Investment Counsel
Kalamazoo,
Michigan
| $169M | -$2.68M | -2% | 5.8% | 53.8% | 73 | 13.7% | 4.3 |
|
| 4087 |
4087
Allied Investment Advisors
Billings,
Montana
| $169M | +$14M | +9% | 9.64% | 68.4% | 46 | 2.17% | 1.9 |
|
| 4088 |
4088
Martin Capital Partners
Eugene,
Oregon
| $169M | +$20.6M | +14% | 5.55% | 42.3% | 63 | 17.46% | 1.3 |
|
| 4089 |
4089
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| $169M | +$12.8M | +8% | 6.26% | 143% | 61 | 27.87% | 0.3 |
|
| 4090 |
CWM
4090
Cedar Wealth Management
Walnut Creek,
California
| $169M | +$19.7M | +13% | 10.1% | 68.1% | 197 | 36.55% | 1.7 |
|
| 4091 |
4091
WealthStone
Columbus,
Ohio
| $169M | -$19.1M | -10% | 4.75% | – | 50 | 34% | 0.5 |
|
| 4092 |
4092
Wela Strategies
Atlanta,
Georgia
| $169M | +$7.18M | +4% | 3.92% | 51.3% | 36 | 5.56% | 1.8 |
|
| 4093 |
GFWEX
4093
G.F.W. Energy XI
Dallas,
Texas
| $169M | -$272M | -62% | 6.29% | – | 2 | 50% | 1.8 |
|
| 4094 |
4094
Lantz Financial
Naperville,
Illinois
| $169M | +$20.7M | +14% | 6.96% | 74.3% | 133 | 7.52% | 0.7 |
|
| 4095 |
4095
Jefferies Financial Group
New York
| $169M | -$387M | -70% | 4.85% | 135% | 24 | 70.83% | 0.6 |
|
| 4096 |
4096
Horan Capital Advisors
Cincinnati,
Ohio
| $168M | +$4.82M | +3% | 7.59% | 26.6% | 290 | 4.48% | 1.1 |
|
| 4097 |
SCM
4097
SCW Capital Management
Dallas,
Texas
| $168M | +$52M | +45% | 29.2% | 179% | 11 | 45.45% | 0.6 |
|
| 4098 |
4098
Shaker Investments
Cleveland,
Ohio
| $168M | +$15.3M | +10% | 13.1% | 205% | 93 | 18.28% | 1.8 |
|
| 4099 |
4099
Quaker Wealth Management
Moorestown,
New Jersey
| $168M | – | – | 5.2% | – | 51 | – | 0 |
|
| 4100 |
4100
C-J Advisory
San Jose,
California
| $168M | +$9M | +6% | 6.9% | 39.2% | 167 | 76.05% | 3 |
|