We are live on ! Find out more

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
3176
Capital Investment Counsel Inc
North Carolina
$344M -$57.1M -14% 5.53% 174% 203 26.11% 5.7
WBI Investments
3177
WBI Investments
New Jersey
$344M -$120M -26% 4.81% 97.3% 146 44.52% 1
TA
3178
TCM Advisors
West Virginia
$343M +$251M +270% 5.95% 56.1% 61 0% 0.2
Sycamore Partners Management
3179
Sycamore Partners Management
New York
$343M -$41.1M -11% 3.47% 31.8% 2 50% 0.8
White Lighthouse Investment Management
3180
White Lighthouse Investment Management
Massachusetts
$343M -$6.11M -2% 5.52% 62% 112 9.82% 3.8
Canal Capital Management
3181
Canal Capital Management
Virginia
$343M +$7.4M +2% 4.78% 67.8% 142 11.27% 3.6
RIM
3182
Regent Investment Management
Kentucky
$343M -$15.7M -4% 4.52% 44% 203 8.87% 5.9
PWS
3183
Private Wealth Strategies
Ohio
$343M -$16.4M -5% 4.5% 18.8% 85 20% 1.9
Bulldog Investors
3184
Bulldog Investors
New Jersey
$342M -$19.8M -5% 2.45% 22.5% 371 20.22% 0.9
Swiss Re
3185
Swiss Re
Switzerland
$342M -$157M -32% 8.03% – 10 10% 0.9
SkyView Investment Advisors
3186
SkyView Investment Advisors
New Jersey
$342M -$37.6M -10% 2.83% 70.3% 635 22.52% 0.9
D'Orazio & Associates
3187
D'Orazio & Associates
Virginia
$342M -$34.3M -9% 3.62% 61.2% 147 33.33% 4.1
LA
3188
Lynch & Associates
Indiana
$342M -$25.8M -7% 6.65% 73.5% 108 6.48% 6.7
PL Capital Advisors
3189
PL Capital Advisors
Florida
$342M -$5.94M -2% 0.19% 100% 42 9.52% 3.8
Wilkins Investment Counsel
3190
Wilkins Investment Counsel
Massachusetts
$342M -$35.2M -9% 7.94% 56.2% 76 2.63% 7.2
Schneider Downs Wealth Management Advisors
3191
Schneider Downs Wealth Management Advisors
Pennsylvania
$341M -$16.5M -5% 2.03% 61.5% 145 10.34% 2.8
Domani Wealth
3192
Domani Wealth
Pennsylvania
$341M -$24.7M -7% 5.26% 48.6% 108 6.48% 5.2
Engle Capital Management
3193
Engle Capital Management
Connecticut
$341M +$89M +35% 4.96% 398% 23 47.83% 0.5
Helikon Investments
3194
Helikon Investments
United Kingdom
$341M +$87.9M +35% 4.93% 282% 6 33.33% 0.9
Curated Wealth Partners
3195
Curated Wealth Partners
California
$340M +$56K +0% 0.07% 39.9% 136 12.5% 1.3
Hartford Financial Management
3196
Hartford Financial Management
Connecticut
$340M -$20.4M -6% 5.08% 87.9% 392 5.1% 4.9
Nelson Capital Management
3197
Nelson Capital Management
California
$340M -$21.8M -6% 5.46% 121% 99 3.03% 5
Howard Capital Management
3198
Howard Capital Management
Georgia
$340M -$17.1M -5% 4.48% 144% 35 34.29% 2
Atlas FRM
3199
Atlas FRM
Connecticut
$340M +$62.8M +23% 5.82% 38.9% 8 50% 0.4
Johnson & Johnson
3200
Johnson & Johnson
New Jersey
$340M -$51.6M -13% 2.02% 339% 22 0% 1