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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
Promus Capital
Chicago,
Illinois
| $130M | – | – | 0.89% | – | 301 | – | 0 |
|
| 6952 |
PS
6952
Pennant Select
Summit,
New Jersey
| $130M | -$11.4M | -8% | 2.96% | – | 11 | 18.18% | 0.8 |
|
| 6953 |
6953
Zeit Capital
Greenwood Village,
Colorado
| $130M | +$1.05M | +0.8% | 2.35% | 56.5% | 25 | 4% | 3.9 |
|
| 6954 |
6954
Keynote Financial Services
Vernon,
Connecticut
| $130M | -$547K | -0.4% | 0.66% | – | 160 | 7.5% | 0.7 |
|
| 6955 |
6955
Pelion Inc
Salt Lake City,
Utah
| $130M | -$13.7M | -10% | 73.4% | 16.9% | 4 | 0% | 3 |
|
| 6956 |
6956
LifeSteps Financial
Claremont,
California
| $130M | +$2.51M | +2% | 2.81% | 98.4% | 87 | 8.05% | 3.6 |
|
| 6957 |
6957
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| $130M | +$442K | +0.3% | 2.44% | – | 11 | 9.09% | 0.7 |
|
| 6958 |
6958
Moulton Wealth Management
Spokane,
Washington
| $130M | +$10.3M | +9% | 0.03% | 47.8% | 45 | 17.78% | 1.1 |
|
| 6959 |
6959
Schulz Wealth
Mansfield,
Texas
| $130M | +$889K | +0.7% | 0.61% | – | 61 | 4.92% | 0.9 |
|
| 6960 |
6960
Hein Park Capital Management
New York
| $130M | -$10.4M | -7% | 8.99% | 122% | 4 | 25% | 1.3 |
|
| 6961 |
6961
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $130M | +$1.07M | +0.8% | 0.72% | 54.4% | 4 | 0% | 1.6 |
|
| 6962 |
6962
Thor Investment Management
Cincinnati,
Ohio
| $130M | -$7.16M | -5% | 1.63% | 122% | 49 | 10.2% | 0.9 |
|
| 6963 |
6963
Oak Wealth Advisors
Northbrook,
Illinois
| $130M | – | – | 1.73% | – | 59 | – | 0 |
|
| 6964 |
6964
Argosy-Lionbridge Management
New York
| $130M | – | – | 10.9% | – | 12 | – | 0 |
|
| 6965 |
6965
Winebrenner Capital Management
Louisville,
Kentucky
| $130M | – | – | 0.19% | – | 121 | – | 0 |
|
| 6966 |
6966
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $130M | +$4.39M | +3% | 0.19% | 92.3% | 119 | 3.36% | 2.6 |
|
| 6967 |
6967
Altai Capital Management
West Hollywood,
California
| $130M | +$21.2M | +20% | 27.4% | 24.9% | 6 | 0% | 3.2 |
|
| 6968 |
BCM
6968
Beaumont Capital Management
Boston,
Massachusetts
| $130M | -$6.45M | -5% | 2.86% | 49.6% | 58 | 31.03% | 1.3 |
|
| 6969 |
6969
IDG China Venture Capital Fund V Associates
Hong Kong
| $130M | +$21M | +19% | 19.3% | 7.34% | 1 | 0% | 3 |
|
| 6970 |
6970
Safir Wealth Advisors
Greenland,
New Hampshire
| $130M | -$409K | -0.3% | 0.62% | 52.1% | 18 | 16.67% | 3 |
|
| 6971 |
6971
Kraft Asset Management
Nashville,
Tennessee
| $129M | +$1.74M | +1% | 1.44% | 41% | 54 | 14.81% | 1.7 |
|
| 6972 |
6972
Forest Hill Capital
Little Rock,
Arkansas
| $129M | -$2.38M | -2% | 0.75% | 132% | 43 | 13.95% | 3.8 |
|
| 6973 |
6973
Precision Wealth Strategies
Saint Louis,
Missouri
| $129M | +$21.2M | +20% | 8.3% | 106% | 135 | 40.74% | 1.1 |
|
| 6974 |
6974
Widmann Financial Services
Bowie,
Maryland
| $129M | -$2.86M | -2% | 0.49% | 75.2% | 105 | 9.52% | 2.4 |
|
| 6975 |
6975
Applied Capital LLC
Hollywood,
Florida
| $129M | +$707K | +0.6% | 0.27% | 78.3% | 88 | 4.55% | 1.6 |
|