We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
KCP
2701
KDI Capital Partners
North Carolina
$314M +$7.11M +2% 2.95% 77.1% 82 28.05% 1.5
IA
2702
Independence Advisors
Pennsylvania
$313M +$9.7M +3% 1.52% 24.4% 81 7.41% 1.5
Alaska Wealth Advisors
2703
Alaska Wealth Advisors
Alaska
$313M +$24.3M +8% 0.6% 44.3% 54 18.52% 0.4
Montecito Bank & Trust
2704
Montecito Bank & Trust
California
$312M +$6.85M +2% 1.81% – 204 14.22% 2.6
RCM
2705
Rockshelter Capital Management
Pennsylvania
$312M +$4.34M +1% 2.56% 31.2% 37 5.41% 2.7
Lenox Wealth Management
2706
Lenox Wealth Management
Ohio
$311M +$721K +0.2% 0.35% 24.7% 639 29.26% 1.4
McKinley Carter Wealth Services
2707
McKinley Carter Wealth Services
West Virginia
$311M +$4.75M +2% 3.92% 63.2% 441 64.4% 2.7
HA
2708
Harbor Advisors
Florida
$311M +$13.6M +5% 4.87% 125% 184 13.59% 1.1
Advanced Asset Management Advisors
2709
Advanced Asset Management Advisors
Ohio
$310M +$8.88M +3% 2.96% 93.6% 142 25.35% 0.4
NextCapital Advisers
2710
NextCapital Advisers
Illinois
$310M +$119M +63% 1.25% 6.89% 15 0% 0.3
VHMC
2711
Value Holdings Management Company
New York
$310M +$8.95M +3% 3.88% 125% 35 17.14% 3.1
Wealth Architects
2712
Wealth Architects
California
$309M +$6.99M +2% 3.66% 80.1% 133 6.77% 2.6
DCM
2713
Divisar Capital Management
California
$309M +$15.7M +5% 8.57% 194% 30 13.33% 1
Raytheon Master Pension Trust
2714
Raytheon Master Pension Trust
Massachusetts
$308M +$7.1M +2% 2.44% 36.3% 5 0% 1.9
RWWM Inc
2715
RWWM Inc
California
$308M +$15M +5% 0.78% 40.6% 12 8.33% 3.3
Veritas Investment Management (UK)
2716
Veritas Investment Management (UK)
United Kingdom
$308M +$13.2M +4% 3.86% 151% 40 12.5% 2.9
ACM
2717
Accipiter Capital Management
Florida
$308M +$260M +550% 8.64% 55.9% 9 66.67% 1.1
Atlantic Union Bankshares
2718
Atlantic Union Bankshares
Virginia
$307M -$15.8M -5% 0.37% 78.9% 135 8.15% 3.2
PCMK
2719
Paragon Capital Management (Kansas)
Kansas
$307M +$29.4M +11% 3.02% 87.5% 66 3.03% 3.5
America First Investment Advisors
2720
America First Investment Advisors
Nebraska
$307M +$36.9M +14% 3.84% 78.2% 106 7.55% 3.7
George Kaiser Family Foundation
2721
George Kaiser Family Foundation
Oklahoma
$307M -$13.2M -4% 3.51% 106% 19 15.79% 2.1
GVO Asset Management
2722
GVO Asset Management
Switzerland
$307M -$98.3M -24% 8.89% 71.2% 28 42.86% 0.7
Arrow Investment Advisors
2723
Arrow Investment Advisors
Maryland
$306M -$34.1M -10% 3.78% 36.3% 102 51.96% 1.1
JCM
2724
JS Capital Management
New York
$306M +$30.6M +11% 10.9% 52.4% 31 35.48% 0.5
Greenline Partners
2725
Greenline Partners
New York
$305M +$4.24M +1% 2.82% 69.6% 68 11.76% 0.5