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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
LFA
2701
Legacy Financial Advisors
Kentucky
$500M -$35.8M -7% 3.34% 65.8% 282 13.12%
MFWP
2702
Mosaic Family Wealth Partners
Missouri
$499M -$9.66M -2% 3.35% 53.7% 187 4.81%
CANC
2703
Culbertson A N & Co
Virginia
$498M -$19.2M -4% 2.83% 80.7% 116 1.72%
SSA
2704
South Street Advisors
New York
$498M -$6.8M -1% 0.93% 140% 76 11.84%
CICI
2705
Capital Investment Counsel Inc
North Carolina
$498M -$18.9M -4% 2.96% 153% 220 24.09%
ZAM
2706
Zevin Asset Management
Massachusetts
$497M -$975K -0.2% 1.7% 57.5% 93 21.51%
KFS
2707
Kurt F. Somerville
$497M -$27.5M -5% 3.59% 62.7% 105 5.71%
TSC
2708
Two Seas Capital
New York
$497M +$39.9M +9% 3.11% 280% 17 35.29%
ME
2709
McIlrath & Eck
Washington
$497M +$20.3M +4% 3.69% 44% 916 6%
WI
2710
WBI Investments
New Jersey
$497M -$55.2M -10% 0.43% 74.4% 235 45.53%
M
2711
Mirova
France
$497M -$71.5M -13% 8.83% 32% 163 22.7%
AFM
2712
Anson Funds Management
Texas
$496M -$106M -18% 0.22% 1,243% 200 58%
VFM
2713
Viking Fund Management
North Dakota
$496M -$32.2M -6% 1.49% 104% 124 8.87%
DLCIG
2714
D.L. Carlson Investment Group
New Hampshire
$496M -$27.6M -5% 3.65% 99% 144 13.89%
WAM
2715
Warberg Asset Management
Illinois
$496M -$107M -18% 2.06% 49.8% 301 39.2%
DWP
2716
Destiny Wealth Partners
Florida
$495M -$27M -5% 2.78% 51.9% 176 13.07%
DWM
2717
Dorchester Wealth Management
Quebec, Canada
$495M +$2.56M +0.5% 4.95% 18.3% 161 14.91%
VI
2718
Versor Investments
New York
$494M -$83.1M -14% 0.15% 200% 879 59.27%
BFC
2719
Bedel Financial Consulting
Indiana
$494M +$15.3M +3% 2.75% 104% 244 5.33%
OWA
2720
Octavia Wealth Advisors
Ohio
$494M +$979K +0.2% 3.8% 67.9% 205 12.2%
HAIM
2721
Hunter Associates Investment Management
Pennsylvania
$492M -$19.5M -4% 3.12% 76.1% 267 10.11%
AC
2722
AWM Capital
Arizona
$491M +$77.2M +19% 2.98% 37.7% 81 18.52%
IAS
2723
Insigneo Advisory Services
Florida
$491M -$30.5M -6% 3.22% 94.1% 402 19.15%
CCMINC
2724
Cardinal Capital Management Inc (North Carolina)
North Carolina
$491M -$5.29M -1% 1.62% 77.6% 138 0.72%
AFG
2725
Arkansas Financial Group
Arkansas
$491M -$8.67M -2% 3.45% 39.1% 66 4.55%