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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
KFA Private Wealth Group
Tysons,
Virginia
| $210M | +$16.3M | +8% | 4.55% | 62.8% | 83 | 10.84% | 2.7 |
|
| 5327 |
5327
NKCFO LLC
Geneva,
Illinois
| $209M | +$26.1M | +14% | 8.73% | 211% | 114 | 59.65% | 1 |
|
| 5328 |
5328
Stevens Capital Partners
Omaha,
Nebraska
| $209M | +$15.6M | +8% | 5.78% | 76.3% | 62 | 4.84% | 1.4 |
|
| 5329 |
5329
Mendota Financial Group
Madison,
Wisconsin
| $209M | +$22.8M | +12% | 7.65% | 50.1% | 1,219 | 71.37% | 0.3 |
|
| 5330 |
5330
Astor Investment Management
Chicago,
Illinois
| $209M | -$8.22M | -4% | 3.88% | 23.3% | 35 | 25.71% | 1.2 |
|
| 5331 |
5331
Five Oceans Advisors
Santa Monica,
California
| $209M | +$18.1M | +10% | 5.25% | 85.3% | 206 | 19.42% | 1.8 |
|
| 5332 |
5332
Rise Advisors
Rochester,
New York
| $209M | +$20M | +11% | 6.62% | 62.8% | 1,261 | 3.97% | 1.3 |
|
| 5333 |
5333
Summa Corp
Tomball,
Texas
| $209M | +$2.32M | +1% | 0.07% | 348% | 67 | 14.93% | 0.6 |
|
| 5334 |
SCM
5334
Sage Capital Management
Stockton,
New Jersey
| $208M | +$18.1M | +10% | 7.46% | 94.3% | 171 | 14.62% | 0.6 |
|
| 5335 |
NCM
5335
NCM Capital Management
Ramsey,
New Jersey
| $208M | +$17.7M | +9% | 6.66% | 105% | 172 | 11.05% | 2.2 |
|
| 5336 |
5336
MBA Advisors
Hermitage,
Pennsylvania
| $208M | +$12.8M | +7% | 6.47% | 66.1% | 134 | 8.21% | 2.4 |
|
| 5337 |
5337
Marshall & Sullivan
Seattle,
Washington
| $208M | +$8.05M | +4% | 6.73% | 82% | 41 | 2.44% | 7.6 |
|
| 5338 |
5338
Wilshire Advisors
Santa Monica,
California
| $208M | +$8.75M | +4% | 6% | 118% | 11 | 0% | 3.2 |
|
| 5339 |
5339
Tabor Asset Management
New York
| $208M | +$14.3M | +7% | 14.6% | 214% | 54 | 46.3% | 0.7 |
|
| 5340 |
5340
Holistic Financial Partners
Indianapolis,
Indiana
| $208M | +$8.49M | +4% | 4.51% | 95.7% | 133 | 18.05% | 3.2 |
|
| 5341 |
5341
Baron Wealth Management
Troy,
Michigan
| $208M | +$14.8M | +8% | 6.47% | 88.6% | 218 | 22.48% | 1.1 |
|
| 5342 |
5342
Fluent Financial
Dallas,
Texas
| $208M | +$9.5M | +5% | 8.71% | 46.9% | 77 | 27.27% | 1.8 |
|
| 5343 |
5343
Income Research & Management
Boston,
Massachusetts
| $208M | +$34.3M | +20% | 0.08% | 1.19% | 23 | 26.09% | 1.3 |
|
| 5344 |
5344
CV Advisors
Aventura,
Florida
| $208M | +$16.9M | +9% | 3.4% | 112% | 22 | 18.18% | 1.9 |
|
| 5345 |
5345
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $208M | +$4.96M | +2% | 3.24% | 114% | 14 | 0% | 2.9 |
|
| 5346 |
5346
Genesee Capital Advisors
Auburn,
New York
| $208M | +$3.79M | +2% | 6.9% | 107% | 133 | 11.28% | 1.5 |
|
| 5347 |
5347
Brightlight Capital Management
Westport,
Connecticut
| $208M | +$20.7M | +11% | 12.3% | 202% | 14 | 21.43% | 1.8 |
|
| 5348 |
5348
FNY Investment Advisers
New York
| $208M | +$58.8M | +39% | 9.43% | 386% | 886 | 68.06% | 0.4 |
|
| 5349 |
5349
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| $208M | -$7.96M | -4% | 1.46% | 282% | 45 | 33.33% | 1.6 |
|
| 5350 |
PCG
5350
PFC Capital Group
Los Angeles,
California
| $207M | +$7.65M | +4% | 3.42% | – | 72 | 6.94% | 0.7 |
|