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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)
DMK
3051
David M. Knott
$208M +$9.12M +5% 3.75% 81% 84 22.62% 2
NIC
3052
Northwest Investment Counselors
Oregon
$208M +$10.4M +5% 5.76% 32.4% 121 0.83% 3.2
Wittenberg Investment Management
3053
Wittenberg Investment Management
Massachusetts
$207M -$12.6M -6% 5.34% 89.9% 78 6.41% 0.3
Royal Fund Management
3054
Royal Fund Management
Florida
$207M +$27M +15% 3.21% 103% 496 23.99% 0.2
Arkansas Financial Group
3055
Arkansas Financial Group
Arkansas
$207M +$12.3M +6% 2.87% 39.1% 21 0% 2.6
Lime Rock Management
3056
Lime Rock Management
Connecticut
$207M +$197M +1,921% 3.8% 40.2% 2 50% 1.3
U.S. Global Investors (USGI)
3057
U.S. Global Investors (USGI)
Texas
$206M -$31.9M -13% 0.05% 151% 188 38.83% 0.7
Omnia Family Wealth
3058
Omnia Family Wealth
Florida
$206M +$4.47M +2% 6.22% 80.6% 810 17.28% 0.2
River Wealth Advisors
3059
River Wealth Advisors
Pennsylvania
$206M +$8.45M +4% 5.13% 80.3% 159 8.18% 1.7
GIM
3060
Greystone Investment Management
Ohio
$206M +$13.5M +7% 6.97% 32.8% 55 10.91% 2.3
Raffa Wealth Management
3061
Raffa Wealth Management
District of Columbia
$206M +$14.7M +8% 3.33% 35.8% 896 59.82% 2.4
Interactive Financial Advisors
3062
Interactive Financial Advisors
Illinois
$205M +$6.89M +3% 3.31% 47.6% 108 12.04% 2.5
Camelot Portfolios
3063
Camelot Portfolios
Ohio
$205M +$13.7M +7% 4.64% 41.3% 204 29.41% 1.8
WESCAP Management Group
3064
WESCAP Management Group
California
$205M +$9.5M +5% 5.63% 45.7% 62 17.74% 1
Chartist Inc
3065
Chartist Inc
California
$205M +$8.81M +4% 7.57% – 36 8.33% 1.8
AA
3066
Antipodean Advisors
New York
$205M -$44.8M -18% 24.4% 67.8% 25 52% 0.4
Allianz Investment Management US
3067
Allianz Investment Management US
Minnesota
$204M -$128M -39% 0.62% 7.58% 3 0% 0.3
Atika Capital Management
3068
Atika Capital Management
New York
$204M +$36.3M +22% 24% 811% 83 60.24% 0.4
Iowa State Bank
3069
Iowa State Bank
Iowa
$204M +$9.26M +5% 3.26% 85.7% 91 7.69% 2.6
Spitfire Capital
3070
Spitfire Capital
California
$204M -$16.9M -8% 1.02% 25.9% 21 4.76% 2.5
VR Advisory Services
3071
VR Advisory Services
Cayman Islands
$204M +$46.6M +30% 21.4% 89.7% 28 28.57% 0.8
LM
3072
Litespeed Management
New York
$204M -$13.5M -6% 7.49% 73.7% 23 86.96% 0.2
CCM
3073
Compton Capital Management
Rhode Island
$204M +$12.5M +7% 5.98% 75.6% 152 16.45% 2.9
Court Place Advisors
3074
Court Place Advisors
Maryland
$204M +$11.3M +6% 4.67% 92% 160 10% 2.4
BJCM
3075
Blue Jay Capital Management
California
$203M +$37.7M +23% 15.4% – 27 66.67% 0.2