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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
3026
Capital Investment Counsel Inc
North Carolina
$242M -$528K -0.2% 0.33% 174% 151 9.27% 3.5
Monetary Management Group
3027
Monetary Management Group
Missouri
$241M -$6.91M -3% 0.12% 138% 319 7.52% 3.2
Ashburton (Jersey)
3028
Ashburton (Jersey)
Jersey
$241M -$10.4M -4% 0.36% – 88 38.64% 1.3
BCM
3029
Birmingham Capital Management
Alabama
$241M -$20.1M -8% 4.7% 103% 103 5.83% 4.1
Foresite Capital Management IV
3030
Foresite Capital Management IV
California
$241M +$98.5M +69% 8.39% 151% 19 36.84% 0.2
EFG Asset Management (Americas)
3031
EFG Asset Management (Americas)
Florida
$241M -$35.6M -13% 3.38% 112% 138 22.46% 1.9
Money Design
3032
Money Design
Japan
$241M +$70M +41% 1.31% 26.4% 29 6.9% 0.5
Watermark Asset Management
3033
Watermark Asset Management
California
$241M +$896K +0.4% 1.19% – 259 8.11% 0.9
Heritage Wealth Advisors
3034
Heritage Wealth Advisors
Virginia
$241M +$7.11M +3% 2.18% 65% 117 6.84% 2.5
Hudock Inc
3035
Hudock Inc
Pennsylvania
$241M +$11.7M +5% 1.55% 69.7% 730 13.29% 2.9
Polunin Capital Partners
3036
Polunin Capital Partners
United Kingdom
$241M -$37.4M -13% 8.52% 268% 12 8.33% 0.3
Precept Management
3037
Precept Management
Texas
$240M +$72.6M +43% 10.1% 110% 96 64.58% 0.4
PenderFund Capital Management
3038
PenderFund Capital Management
British Columbia, Canada
$240M +$87.7M +58% 2.92% 129% 78 51.28% 0.1
Archford Capital Strategies
3039
Archford Capital Strategies
Illinois
$240M -$28.6M -11% 3.48% 87.4% 721 84.05% 0.6
Verger Capital Management
3040
Verger Capital Management
North Carolina
$240M -$16.6M -6% 1.23% 58.3% 15 20% 2.1
MCG
3041
McCollum Christoferson Group
New York
$240M -$1.67M -0.7% 0.22% 59.4% 77 7.79% 0.2
Aveo Capital Partners
3042
Aveo Capital Partners
Colorado
$240M -$61.1M -20% 1.09% 19.1% 159 20.13% 0.9
Dalton Investments
3043
Dalton Investments
Nevada
$239M -$25.8M -10% 5.61% 95.1% 38 28.95% 2.1
Arbor Investment Advisors
3044
Arbor Investment Advisors
North Carolina
$239M +$10.3M +5% 1.09% 48.5% 49 16.33% 3.3
RMR Advisors
3045
RMR Advisors
Massachusetts
$239M -$24.7M -9% 9.64% 2.17% 137 8.76% 3.3
WC
3046
Whitnell & Co
Illinois
$239M +$748K +0.3% 2.84% 36.6% 427 18.27% 2.2
Court Place Advisors
3047
Court Place Advisors
Maryland
$239M -$3.08M -1% 1.38% 92% 179 11.17% 3
Bank of Stockton
3048
Bank of Stockton
California
$239M -$4.19M -2% 0.46% 99.2% 121 14.88% 3.4
Forte Capital
3049
Forte Capital
New York
$239M -$96.7M -29% 0.34% 98.3% 168 51.79% 2.9
Night Owl Capital Management
3050
Night Owl Capital Management
Connecticut
$239M +$24.3M +11% 10.3% 162% 28 14.29% 2.3