We are live on !
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Harvey Investment Company
Louisville,
Kentucky
| $863M | +$94.3M | +12% | 13.4% | 56.4% | 95 | 1.05% | 5.9 |
|
| 2177 |
2177
GFI Investment Counsel
Toronto,
Ontario, Canada
| $863M | +$85.7M | +11% | 10.4% | 41.8% | 18 | 5.56% | 2.7 |
|
| 2178 |
2178
Naples Global Advisors
Naples,
Florida
| $863M | +$102M | +13% | 9.74% | 111% | 401 | 6.98% | 4.1 |
|
| 2179 |
2179
Clean Energy Transition
London,
United Kingdom
| $862M | – | – | 7.29% | 129% | 15 | – | 0 |
|
| 2180 |
2180
Mizuho Bank
Tokyo,
Japan
| $862M | -$136M | -14% | 6.52% | 99.8% | 11 | 72.73% | 1.7 |
|
| 2181 |
2181
Sonora Investment Management Group
Tucson,
Arizona
| $861M | – | – | 11.7% | 78.3% | 213 | – | 0 |
|
| 2182 |
2182
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $860M | +$61.7M | +8% | 4.71% | 39.2% | 970 | 13.51% | 0.8 |
|
| 2183 |
2183
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $858M | +$54.2M | +7% | 5.51% | 101% | 26 | 3.85% | 0.6 |
|
| 2184 |
2184
Kora Management
Brooklyn,
New York
| $858M | -$290M | -25% | 31.8% | 307% | 2 | 0% | 2 |
|
| 2185 |
2185
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $858M | +$116M | +16% | 11% | 66.7% | 200 | 8% | 4.9 |
|
| 2186 |
2186
F3Logic
Burnsville,
Minnesota
| $856M | +$92.1M | +12% | 5.11% | 11.8% | 255 | 16.86% | 1.7 |
|
| 2187 |
2187
Petrus Trust Company
Dallas,
Texas
| $856M | -$47.4M | -5% | 8.29% | 36.9% | 172 | 73.84% | 0.7 |
|
| 2188 |
SCM
2188
Somerset Capital Management
London,
United Kingdom
| $856M | -$124M | -13% | 11.3% | 7.5% | 16 | 43.75% | 2.1 |
|
| 2189 |
2189
Private Ocean
San Rafael,
California
| $854M | +$33.1M | +4% | 3.9% | 2.82% | 658 | 19.6% | 2.4 |
|
| 2190 |
2190
Leuthold Group
Minneapolis,
Minnesota
| $854M | +$38.6M | +5% | 8.4% | 138% | 229 | 27.07% | 1.7 |
|
| 2191 |
2191
Howe & Rusling
Rochester,
New York
| $853M | +$55.4M | +7% | 9.24% | 82% | 1,099 | 16.56% | 3.1 |
|
| 2192 |
2192
BBR Partners
New York
| $851M | -$358M | -30% | 9.41% | 63.4% | 249 | 29.72% | 1.9 |
|
| 2193 |
2193
Sound Income Strategies
Ft Lauderdale,
Florida
| $850M | +$76M | +10% | 3.29% | 31.4% | 919 | 9.14% | 2.4 |
|
| 2194 |
2194
Stanley-Laman Group
Berwyn,
Pennsylvania
| $850M | +$81.1M | +11% | 4.57% | 114% | 316 | 38.29% | 1.4 |
|
| 2195 |
2195
Verdence Capital Advisors
Hunt Valley,
Maryland
| $850M | +$89.1M | +12% | 9.32% | 104% | 557 | 20.65% | 1.9 |
|
| 2196 |
2196
Gemmer Asset Management
Walnut Creek,
California
| $848M | +$124M | +17% | 5.48% | 96.8% | 1,362 | 12.11% | 4.8 |
|
| 2197 |
2197
Empirical Finance
Havertown,
Pennsylvania
| $847M | +$183M | +28% | 10.2% | 124% | 469 | 12.15% | 1.4 |
|
| 2198 |
2198
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $847M | +$90.5M | +12% | 8.63% | 73.7% | 184 | 17.93% | 2.7 |
|
| 2199 |
2199
Traynor Capital Management
Malvern,
Pennsylvania
| $845M | +$115M | +16% | 13.8% | 244% | 236 | 20.76% | 2.5 |
|
| 2200 |
2200
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $845M | +$62.1M | +8% | 7.89% | 102% | 96 | 4.17% | 2.3 |
|