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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)
Capital Investment Counsel Inc
2951
Capital Investment Counsel Inc
North Carolina
$282M +$3.82M +1% 3.46% 174% 178 10.67% 3.7
Human Investing
2952
Human Investing
Oregon
$282M +$8.35M +3% 1.51% 56.9% 390 15.9% 0.6
Hudock Inc
2953
Hudock Inc
Pennsylvania
$282M +$5.74M +2% 0.84% 69.7% 773 10.87% 3.4
Arkansas Financial Group
2954
Arkansas Financial Group
Arkansas
$282M +$12.2M +5% 0.49% 39.1% 31 12.9% 3.4
FundX Investment Group
2955
FundX Investment Group
California
$282M +$39.7M +16% 2.72% 94.6% 52 32.69% 1.6
The Family Firm
2956
The Family Firm
Maryland
$282M -$1.47M -0.5% 0.55% 40.2% 146 7.53% 3.3
George Kaiser Family Foundation
2957
George Kaiser Family Foundation
Oklahoma
$282M -$5.6M -2% 2.71% 106% 25 12% 2.3
Aegon USA Investment Management
2958
Aegon USA Investment Management
Iowa
$281M +$6.9M +3% 1.27% 39.9% 54 18.52% 0.8
CRB
2959
Chad R. Baker
$281M -$5.31M -2% 1.03% 123% 56 0% 3.1
Founders Capital Management (Connecticut)
2960
Founders Capital Management (Connecticut)
Connecticut
$281M -$438K -0.2% 1.82% 99.9% 59 8.47% 3.4
NIC
2961
Northwest Investment Counselors
Oregon
$281M +$10.6M +4% 1.24% 32.4% 561 75.4% 1.2
Summit Trail Advisors
2962
Summit Trail Advisors
New York
$281M +$52.6M +23% 0.56% 74.8% 93 21.51% 0.8
Raffa Wealth Management
2963
Raffa Wealth Management
District of Columbia
$280M -$476M -63% 0.7% 35.8% 1,471 99.93% 0
MCG
2964
McCollum Christoferson Group
New York
$280M -$3.36M -1% 0.78% 59.4% 73 8.22% 1.5
V Wealth Advisors
2965
V Wealth Advisors
Kansas
$280M +$16.7M +6% 2.14% 36.9% 319 21% 1.5
PAS
2966
Partnervest Advisory Services
California
$279M +$26.4M +10% 1.32% 45.1% 293 31.06% 2.1
ECM
2967
Endurant Capital Management
California
$279M +$25M +10% 3.73% 18.4% 68 54.41% 0.5
Steel Partners Holdings
2968
Steel Partners Holdings
New York
$278M +$10.4M +4% 9.66% – 6 0% 3.8
Wright Investors Service
2969
Wright Investors Service
Connecticut
$278M +$16M +6% 3.54% 146% 170 26.47% 2.8
Maso Capital Partners
2970
Maso Capital Partners
Hong Kong
$278M +$87.7M +46% 8.52% 8.67% 22 36.36% 0.7
Dynamo Administracao de Recursos
2971
Dynamo Administracao de Recursos
Brazil
$278M +$41M +17% 2.43% 350% 7 28.57% 1
Nations Financial Group
2972
Nations Financial Group
Iowa
$278M +$127M +84% 1.69% 105% 292 42.12% 1.5
Ferris Capital
2973
Ferris Capital
Massachusetts
$278M +$8.02M +3% 1.44% 67% 167 4.19% 1.9
Glovista Investments
2974
Glovista Investments
New Jersey
$277M -$29.9M -10% 1.39% 2.48% 110 36.36% 2.5
Martel Wealth Advisors
2975
Martel Wealth Advisors
Washington
$277M +$2.63M +1% 0.69% 43.4% 39 2.56% 0.9