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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $498M | -$18.9M | -4% | 2.96% | 174% | 220 | 24.09% | 4.6 |
|
| 2752 |
2752
Zevin Asset Management
Boston,
Massachusetts
| $497M | -$975K | -0.2% | 1.7% | 71.7% | 93 | 21.51% | 5 |
|
| 2753 |
KFS
2753
Kurt F. Somerville
| $497M | -$27.5M | -5% | 3.59% | 92.9% | 105 | 5.71% | 6.8 |
|
| 2754 |
2754
Two Seas Capital
Rye,
New York
| $497M | +$39.9M | +9% | 3.11% | 344% | 17 | 35.29% | 0.8 |
|
| 2755 |
2755
McIlrath & Eck
Arlington,
Washington
| $497M | +$20.3M | +4% | 3.69% | 44% | 916 | 6% | 3.5 |
|
| 2756 |
2756
WBI Investments
Red Bank,
New Jersey
| $497M | -$55.2M | -10% | 0.43% | 97.3% | 235 | 45.53% | 0.9 |
|
| 2757 |
2757
Mirova
Paris,
France
| $497M | -$71.5M | -13% | 8.83% | 64.6% | 163 | 22.7% | 2.5 |
|
| 2758 |
2758
Anson Funds Management
Dallas,
Texas
| $496M | -$106M | -18% | 0.22% | 2,010% | 200 | 58% | 0.7 |
|
| 2759 |
2759
Viking Fund Management
Minot,
North Dakota
| $496M | -$32.2M | -6% | 1.49% | 105% | 124 | 8.87% | 3.9 |
|
| 2760 |
2760
D.L. Carlson Investment Group
Concord,
New Hampshire
| $496M | -$27.6M | -5% | 3.65% | 113% | 144 | 13.89% | 3.9 |
|
| 2761 |
WAM
2761
Warberg Asset Management
Winnetka,
Illinois
| $496M | -$107M | -18% | 2.06% | 65.3% | 301 | 39.2% | 0.7 |
|
| 2762 |
2762
Destiny Wealth Partners
Tavares,
Florida
| $495M | -$27M | -5% | 2.78% | 63.7% | 176 | 13.07% | 2 |
|
| 2763 |
2763
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $495M | +$2.56M | +0.5% | 4.95% | 18.3% | 161 | 14.91% | 4.6 |
|
| 2764 |
2764
Versor Investments
New York
| $494M | -$83.1M | -14% | 0.15% | 240% | 879 | 59.27% | 0.4 |
|
| 2765 |
2765
Bedel Financial Consulting
Indianapolis,
Indiana
| $494M | +$15.3M | +3% | 2.75% | 104% | 244 | 5.33% | 4 |
|
| 2766 |
2766
Iridian Asset Management
Westport,
Connecticut
| $494M | -$581M | -54% | 2.99% | 88.4% | 52 | 7.69% | 2.8 |
|
| 2767 |
2767
Octavia Wealth Advisors
Cincinnati,
Ohio
| $494M | +$979K | +0.2% | 3.8% | 67.9% | 205 | 12.2% | 1.9 |
|
| 2768 |
2768
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $492M | -$19.5M | -4% | 3.12% | 81.7% | 267 | 10.11% | 3.9 |
|
| 2769 |
2769
AWM Capital
Phoenix,
Arizona
| $491M | +$77.2M | +19% | 2.98% | 51.1% | 81 | 18.52% | 1.3 |
|
| 2770 |
2770
Insigneo Advisory Services
Miami,
Florida
| $491M | -$30.5M | -6% | 3.22% | 119% | 402 | 19.15% | 0.5 |
|
| 2771 |
2771
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $491M | -$5.29M | -1% | 1.62% | 86.4% | 138 | 0.72% | 7.1 |
|
| 2772 |
2772
Arkansas Financial Group
Little Rock,
Arkansas
| $491M | -$8.67M | -2% | 3.45% | 41.4% | 66 | 4.55% | 3.9 |
|
| 2773 |
2773
Arkos Global Advisors
Houston,
Texas
| $491M | -$27.6M | -5% | 3.32% | 43.6% | 112 | 19.64% | 2.4 |
|
| 2774 |
2774
Minot Capital
Broomfield,
Colorado
| $491M | -$73.4M | -13% | 4.12% | 19.6% | 20 | 45% | 2.7 |
|
| 2775 |
2775
Grove Bank & Trust
Miami,
Florida
| $491M | -$4.52M | -0.9% | 3.34% | 80.5% | 798 | 27.82% | 1.9 |
|