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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 Avg Holding
Period (Yrs)
Arvest Investments
2726
Arvest Investments
Arkansas
$624M -$6.7M -1% 0.46% 50% 166 11.45% 0.5
Evermay Wealth Management
2727
Evermay Wealth Management
Virginia
$624M -$38.5M -6% 2.09% 56.2% 635 8.35% 3.1
CIA
2728
Covington Investment Advisors
Pennsylvania
$623M +$9.9M +2% 5.27% 100% 76 11.84% 6
SKBA Capital Management
2729
SKBA Capital Management
California
$623M -$16.4M -3% 1.25% 53.9% 78 8.97% 4.4
Cynosure Group
2730
Cynosure Group
Utah
$623M +$66.3M +12% 1.8% 56.8% 347 13.54% 0.6
Grove Bank & Trust
2731
Grove Bank & Trust
Florida
$623M +$29.3M +5% 2.77% 80.5% 594 10.27% 3.1
Mosaic Family Wealth Partners
2732
Mosaic Family Wealth Partners
Missouri
$622M +$14.5M +2% 1.73% 67.5% 209 12.44% 1.3
Inscription Capital
2733
Inscription Capital
Texas
$621M +$14.1M +2% 2.78% – 371 14.29% 1.8
Per Stirling Capital Management
2734
Per Stirling Capital Management
Texas
$621M +$21.7M +4% 1.84% 63.1% 253 17.79% 1.1
Financial Enhancement Group
2735
Financial Enhancement Group
Indiana
$621M +$12.3M +2% 0.85% 62.2% 125 17.6% 3.2
GA
2736
GFS Advisors
Texas
$620M +$16.9M +3% 0.43% 97.9% 203 29.06% 3.6
SRFM
2737
Shannon River Fund Management
New York
$620M +$171M +38% 8.17% 554% 27 51.85% 0.6
Sharkey, Howes & Javer
2738
Sharkey, Howes & Javer
Colorado
$619M +$8.04M +1% 2.43% 60.2% 126 10.32% 3.1
Fort Sheridan Advisors
2739
Fort Sheridan Advisors
Illinois
$619M +$88.1M +17% 4.9% 109% 241 17.01% 2.7
Formidable Asset Management
2740
Formidable Asset Management
Ohio
$618M +$5.1M +0.8% 1.95% 52.2% 443 23.02% 2.2
Arkos Global Advisors
2741
Arkos Global Advisors
Texas
$618M +$18.4M +3% 0.71% 43.6% 149 16.11% 2.4
Slow Capital
2742
Slow Capital
California
$618M -$6.32M -1% 5.32% 156% 125 6.4% 4.9
Planning Alternatives
2743
Planning Alternatives
Michigan
$618M +$9.11M +1% 1.33% 69.6% 59 18.64% 5.1
Nebula Research & Development
2744
Nebula Research & Development
New York
$618M +$153M +33% 3.36% – 1,094 64.53% 0.2
Zevin Asset Management
2745
Zevin Asset Management
Massachusetts
$618M +$16.3M +3% 5.48% 71.7% 88 15.91% 5.3
Archford Capital Strategies
2746
Archford Capital Strategies
Illinois
$617M +$21.4M +4% 2.15% 87.4% 279 14.7% 4.4
V-Square Quantitative Management
2747
V-Square Quantitative Management
Illinois
$617M -$97.7M -14% 3.91% 111% 618 11.81% 0.9
Tamar Securities
2748
Tamar Securities
California
$617M +$24.2M +4% 2.19% 84.8% 81 9.88% 2.3
Sycamore Partners Management
2749
Sycamore Partners Management
New York
$617M +$215M +53% 53.5% 31.8% 1 0% 2.5
Corsair Capital Management
2750
Corsair Capital Management
New York
$617M +$261M +73% 20.1% 435% 119 31.09% 2