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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Kennon-Green & Company
New Albany,
Ohio
| $120M | +$11.5M | +11% | 10.1% | 58.4% | 44 | 6.82% | 1.6 |
|
| 6752 |
6752
Fingerlakes Wealth Management
Ithaca,
New York
| $120M | +$8.87M | +8% | 6.04% | 80.2% | 93 | 8.6% | 2.3 |
|
| 6753 |
6753
Soapstone Management
Bethesda,
Maryland
| $120M | -$29.6M | -20% | 2.44% | 30.3% | 20 | 35% | 2.8 |
|
| 6754 |
6754
LTG Capital
Newton,
Massachusetts
| $120M | +$9.8M | +9% | 9.24% | 56% | 26 | 0% | 2.6 |
|
| 6755 |
6755
Oxford Asset Management
Oxford,
United Kingdom
| $120M | +$17.3M | +17% | 7.39% | – | 502 | 87.25% | 0.1 |
|
| 6756 |
6756
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $120M | +$12.9M | +12% | 6.88% | 64.9% | 82 | 18.29% | 2.2 |
|
| 6757 |
6757
Shum Financial Group
Alameda,
California
| $120M | – | – | 7.47% | – | 90 | – | 0 |
|
| 6758 |
6758
Moulton Wealth Management
Spokane,
Washington
| $120M | +$9.6M | +9% | 4.53% | 47.8% | 42 | 35.71% | 1 |
|
| 6759 |
6759
Phoenix Asset Management Partners
London,
| $120M | -$58.1M | -33% | 11.2% | 139% | 12 | 8.33% | 1.6 |
|
| 6760 |
HC
6760
Hoese & Co
Glencoe,
Minnesota
| $119M | +$4.8M | +4% | 5.72% | 51% | 181 | 21.55% | 2.2 |
|
| 6761 |
6761
22NW LP
Seattle,
Washington
| $119M | +$2.07M | +2% | 2.82% | 138% | 13 | 0% | 3.1 |
|
| 6762 |
6762
Marvin & Palmer Associates
Wilmington,
Delaware
| $119M | +$21.6M | +22% | 12.2% | 392% | 44 | 63.64% | 0.4 |
|
| 6763 |
DW
6763
Durante & Waters
Brewster,
New York
| $119M | +$6.85M | +6% | 5.85% | – | 30 | 0% | 0.7 |
|
| 6764 |
6764
Insight Inv LLC
El Segundo,
California
| $119M | +$3.44M | +3% | 6.63% | 139% | 89 | 1.12% | 2.6 |
|
| 6765 |
6765
Courant Investment Management
Franklin,
Tennessee
| $119M | +$12.5M | +12% | 9.68% | 35.2% | 9 | 0% | 4.8 |
|
| 6766 |
6766
Blodgett Wealth Advisors
Concord,
California
| $119M | +$903K | +0.8% | 2.77% | 150% | 61 | 4.92% | 2.2 |
|
| 6767 |
6767
Beckerman Institutional
Ocean Grove,
New Jersey
| $119M | – | – | 6.69% | – | 96 | – | 0 |
|
| 6768 |
6768
Tru Independence Asset Management 2
Portland,
Oregon
| $119M | – | – | 4.46% | – | 82 | – | 1.2 |
|
| 6769 |
KA
6769
Kailix Advisors
Fort Lauderdale,
Florida
| $119M | -$40.4M | -25% | 14.4% | 16.3% | 7 | 28.57% | 1 |
|
| 6770 |
6770
WFA of San Diego
San Diego,
California
| $119M | +$6.79M | +6% | 5.83% | – | 416 | 5.05% | 1.5 |
|
| 6771 |
6771
Channing Global Advisors
Miami,
Florida
| $119M | -$998K | -0.8% | 3.53% | 131% | 57 | 19.3% | 1.5 |
|
| 6772 |
6772
Naples Money Management
Naples,
Florida
| $118M | +$1.19M | +1% | 9.23% | – | 452 | 28.76% | 0.6 |
|
| 6773 |
6773
Fulcrum Equity Management
Plano,
Texas
| $118M | +$6.96M | +6% | 7.42% | 116% | 159 | 32.08% | 1.2 |
|
| 6774 |
6774
University of Chicago
Chicago,
Illinois
| $118M | -$11.4M | -9% | 5.2% | 62.3% | 7 | 28.57% | 2.5 |
|
| 6775 |
6775
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $118M | -$71.3M | -38% | 0.55% | 61.4% | 6 | 33.33% | 1.6 |
|