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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)
American Investment Services
2801
American Investment Services
Massachusetts
$315M +$718K +0.2% 1.98% 63.1% 136 8.09% 3
Filament
2802
Filament
Washington
$315M +$14.8M +5% 5.36% 46.9% 38 5.26% 4
NC
2803
Northpointe Capital
Michigan
$315M -$3.01M -0.9% 2.86% 33% 113 46.9% 1.5
Berman Capital Advisors
2804
Berman Capital Advisors
Georgia
$314M +$15.6M +5% 2.8% 48.2% 1,678 17.76% 0.5
Divergent Wealth Advisors
2805
Divergent Wealth Advisors
Utah
$314M +$13.4M +4% 2.03% 14.7% 41 4.88% 1.1
K.J. Harrison & Partners
2806
K.J. Harrison & Partners
Ontario, Canada
$314M +$27.4M +10% 5.46% 140% 181 32.04% 2.1
ARS Wealth Advisors
2807
ARS Wealth Advisors
Florida
$314M +$847K +0.3% 4.63% 62.5% 111 5.41% 3.2
Terril Brothers
2808
Terril Brothers
Missouri
$314M -$3.34M -1% 2.55% 94.4% 63 20.63% 2.5
Forte Capital
2809
Forte Capital
New York
$314M +$35.9M +13% 5.08% 98.3% 100 19% 3.3
Ipswich Investment Management
2810
Ipswich Investment Management
Massachusetts
$313M +$7.23M +2% 3.71% 104% 182 7.14% 2.4
Bright Rock Capital Management
2811
Bright Rock Capital Management
Massachusetts
$313M +$14.1M +5% 5.13% 53.1% 78 7.69% 3.7
ACON Equity Management
2812
ACON Equity Management
District of Columbia
$313M +$32.3M +12% 11.5% 32.1% 1 0% 1.5
DDD Partners
2813
DDD Partners
Washington
$313M +$22M +8% 1.29% 62.1% 52 25% 0.9
Altavista Wealth Management
2814
Altavista Wealth Management
North Carolina
$312M +$29.9M +11% 3.9% 80.6% 162 6.17% 3.4
Syquant Capital SAS
2815
Syquant Capital SAS
France
$312M +$53.2M +21% 9.99% 160% 25 84% 0.1
Kontiki Capital Management (HK)
2816
Kontiki Capital Management (HK)
Hong Kong
$311M -$15.7M -5% 1.8% 90.6% 5 0% 1
Zevin Asset Management
2817
Zevin Asset Management
Massachusetts
$311M +$4.65M +2% 4.18% 71.7% 96 11.46% 3.4
Callan Capital
2818
Callan Capital
California
$311M +$4.23M +1% 2.35% 20.1% 55 5.45% 3.4
Teewinot Capital Advisers
2819
Teewinot Capital Advisers
New York
$311M +$11.5M +4% 5.76% 149% 50 40% 2.7
Bishop Rock Capital
2820
Bishop Rock Capital
New York
$310M +$22M +8% 6.92% 35.4% 23 4.35% 2.2
WrapManager Inc
2821
WrapManager Inc
California
$310M +$6.97M +2% 2.51% 64.6% 298 14.09% 2
Sunflower Bank Wealth Management
2822
Sunflower Bank Wealth Management
Arizona
$310M -$21.9M -7% 3.11% 33.7% 135 5.93% 3.7
Asset Dedication LLC
2823
Asset Dedication LLC
California
$310M +$22.6M +8% 2.77% 67.8% 667 16.49% 2
MGO One Seven
2824
MGO One Seven
Ohio
$310M +$3.04M +1% 3.89% 90.7% 446 15.02% 1.2
Allen Capital Group
2825
Allen Capital Group
Nebraska
$310M +$7.14M +2% 2.43% 56.9% 128 8.59% 1.2