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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2751 |
KFS
2751
Kurt F. Somerville
| $497M | -$27.5M | -5% | 3.59% | 92.9% | 105 | 5.71% |
|
| 2752 |
TSC
2752
Two Seas Capital
Rye,
New York
| $497M | +$39.9M | +9% | 3.11% | 387% | 17 | 35.29% |
|
| 2753 |
ME
2753
McIlrath & Eck
Arlington,
Washington
| $497M | +$20.3M | +4% | 3.69% | 44% | 916 | 6% |
|
| 2754 |
WI
2754
WBI Investments
Red Bank,
New Jersey
| $497M | -$55.2M | -10% | 0.43% | 97.3% | 235 | 45.53% |
|
| 2755 |
M
2755
Mirova
Paris,
France
| $497M | -$71.5M | -13% | 8.83% | 64.6% | 163 | 22.7% |
|
| 2756 |
AFM
2756
Anson Funds Management
Dallas,
Texas
| $496M | -$106M | -18% | 0.22% | 2,010% | 200 | 58% |
|
| 2757 |
VFM
2757
Viking Fund Management
Minot,
North Dakota
| $496M | -$32.2M | -6% | 1.49% | 104% | 124 | 8.87% |
|
| 2758 |
DLCIG
2758
D.L. Carlson Investment Group
Concord,
New Hampshire
| $496M | -$27.6M | -5% | 3.65% | 113% | 144 | 13.89% |
|
| 2759 |
WAM
2759
Warberg Asset Management
Winnetka,
Illinois
| $496M | -$107M | -18% | 2.06% | 65.3% | 301 | 39.2% |
|
| 2760 |
DWP
2760
Destiny Wealth Partners
Tavares,
Florida
| $495M | -$27M | -5% | 2.78% | 63.7% | 176 | 13.07% |
|
| 2761 |
DWM
2761
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $495M | +$2.56M | +0.5% | 4.95% | 18.3% | 161 | 14.91% |
|
| 2762 |
VI
2762
Versor Investments
New York
| $494M | -$83.1M | -14% | 0.15% | 205% | 879 | 59.27% |
|
| 2763 |
BFC
2763
Bedel Financial Consulting
Indianapolis,
Indiana
| $494M | +$15.3M | +3% | 2.75% | 104% | 244 | 5.33% |
|
| 2764 |
IAM
2764
Iridian Asset Management
Westport,
Connecticut
| $494M | -$581M | -54% | 2.99% | 82.5% | 52 | 7.69% |
|
| 2765 |
OWA
2765
Octavia Wealth Advisors
Cincinnati,
Ohio
| $494M | +$979K | +0.2% | 3.8% | 67.9% | 205 | 12.2% |
|
| 2766 |
HAIM
2766
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $492M | -$19.5M | -4% | 3.12% | 76.1% | 267 | 10.11% |
|
| 2767 |
AC
2767
AWM Capital
Phoenix,
Arizona
| $491M | +$77.2M | +19% | 2.98% | 46.9% | 81 | 18.52% |
|
| 2768 |
IAS
2768
Insigneo Advisory Services
Miami,
Florida
| $491M | -$30.5M | -6% | 3.22% | 119% | 402 | 19.15% |
|
| 2769 |
CCMINC
2769
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $491M | -$5.29M | -1% | 1.62% | 77.6% | 138 | 0.72% |
|
| 2770 |
AFG
2770
Arkansas Financial Group
Little Rock,
Arkansas
| $491M | -$8.67M | -2% | 3.45% | 39.1% | 66 | 4.55% |
|
| 2771 |
AGA
2771
Arkos Global Advisors
Houston,
Texas
| $491M | -$27.6M | -5% | 3.32% | 43.6% | 112 | 19.64% |
|
| 2772 |
MC
2772
Minot Capital
Broomfield,
Colorado
| $491M | -$73.4M | -13% | 4.12% | 19.6% | 20 | 45% |
|
| 2773 |
GBT
2773
Grove Bank & Trust
Miami,
Florida
| $491M | -$4.52M | -0.9% | 3.34% | 71.8% | 798 | 27.82% |
|
| 2774 |
CCM
2774
Canal Capital Management
Richmond,
Virginia
| $490M | -$4.06M | -0.8% | 1.14% | 67.8% | 155 | 7.74% |
|
| 2775 |
GA
2775
Gateway Advisory
Westfield,
New Jersey
| $490M | +$18.3M | +4% | 0.81% | 26% | 115 | 14.78% |
|