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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)
McKinley Carter Wealth Services
1626
McKinley Carter Wealth Services
West Virginia
$1.79B -$117M -6% 1.93% 63.2% 336 8.93% 4.9
NWAM LLC
1627
NWAM LLC
Washington
$1.79B -$53M -3% 3.11% 112% 690 18.26% 1.7
Investure LLC
1628
Investure LLC
Virginia
$1.79B +$172M +11% 2.56% 55.4% 16 6.25% 5.6
AlphaQuest
1629
AlphaQuest
New York
$1.79B +$257M +17% 1.95% – 2,309 5.89% 1.2
Money Concepts Capital
1630
Money Concepts Capital
Florida
$1.78B +$162M +10% 2.64% 74.5% 544 18.75% 2.5
Courier Capital
1631
Courier Capital
New York
$1.78B +$35.3M +2% 2.55% 70.8% 402 7.46% 6.1
Principle Wealth Partners
1632
Principle Wealth Partners
Connecticut
$1.78B +$54.7M +3% 3.2% 79.9% 382 8.38% 4.1
FengHe Fund Management
1633
FengHe Fund Management
Singapore
$1.78B +$680M +62% 26.3% 902% 51 56.86% 0.5
JFS Wealth Advisors
1634
JFS Wealth Advisors
Pennsylvania
$1.78B +$65.8M +4% 2.39% 54.8% 1,988 8% 4.4
Empire Life Investments
1635
Empire Life Investments
Ontario, Canada
$1.78B +$67.5M +4% 4.88% 90.8% 118 16.1% 3.3
Evensky & Katz
1636
Evensky & Katz
Florida
$1.77B +$48.7M +3% 2.47% 61.1% 73 1.37% 7.1
General American Investors
1637
General American Investors
New York
$1.77B +$47.2M +3% 4.84% 129% 84 16.67% 5.1
Kepler Cheuvreux
1638
Kepler Cheuvreux
$1.77B -$87.3M -5% 5.31% – 173 32.95% 0.2
Bramshill Investments
1639
Bramshill Investments
Florida
$1.77B +$304M +21% 0.89% 3.6% 180 35% 1.6
Valiant Capital Management
1640
Valiant Capital Management
California
$1.77B +$314M +22% 3.83% 348% 35 14.29% 2.6
Grandfield & Dodd
1641
Grandfield & Dodd
New York
$1.77B +$2.82M +0.2% 5.3% 80.6% 216 6.48% 7.6
Financiere des Professionnels
1642
Financiere des Professionnels
Quebec, Canada
$1.76B +$28.2M +2% 3.28% 79.7% 390 23.08% 1
Knights of Columbus Asset Advisors
1643
Knights of Columbus Asset Advisors
Connecticut
$1.76B +$18.1M +1% 4.53% 137% 419 15.04% 2.2
AMI Asset Management
1644
AMI Asset Management
California
$1.76B -$26.9M -2% 3.61% 96.6% 98 16.33% 3.9
Atwood & Palmer
1645
Atwood & Palmer
Missouri
$1.76B +$57.4M +3% 2.31% 90% 502 5.58% 5.3
Essex Financial Services
1646
Essex Financial Services
Connecticut
$1.76B +$85.9M +5% 3.36% 87.7% 814 11.79% 3.9
Affinity Asset Advisors
1647
Affinity Asset Advisors
New York
$1.76B +$607M +53% 76% 1,487% 124 45.97% 1
Guyasuta Investment Advisors
1648
Guyasuta Investment Advisors
Pennsylvania
$1.75B +$14.3M +0.8% 2.95% 99.5% 279 11.83% 6.5
Franklin Street Advisors
1649
Franklin Street Advisors
North Carolina
$1.75B +$16.5M +0.9% 2.51% 130% 185 14.59% 6.1
Clarius Group LLC
1650
Clarius Group LLC
Washington
$1.75B +$62.2M +4% 3.84% 92.1% 411 9.73% 4.7