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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)
Harvey Investment Company
2176
Harvey Investment Company
Kentucky
$863M +$94.3M +12% 13.4% 56.4% 95 1.05% 5.9
GFI Investment Counsel
2177
GFI Investment Counsel
Ontario, Canada
$863M +$85.7M +11% 10.4% 41.8% 18 5.56% 2.7
Naples Global Advisors
2178
Naples Global Advisors
Florida
$863M +$102M +13% 9.74% 111% 401 6.98% 4.1
Clean Energy Transition
2179
Clean Energy Transition
United Kingdom
$862M – – 7.29% 129% 15 – 0
Mizuho Bank
2180
Mizuho Bank
Japan
$862M -$136M -14% 6.52% 99.8% 11 72.73% 1.7
Sonora Investment Management Group
2181
Sonora Investment Management Group
Arizona
$861M – – 11.7% 78.3% 213 – 0
Charter Oak Capital Management
2182
Charter Oak Capital Management
New Hampshire
$860M +$61.7M +8% 4.71% 39.2% 970 13.51% 0.8
Atmos Capital Gestao de Recursos
2183
Atmos Capital Gestao de Recursos
Brazil
$858M +$54.2M +7% 5.51% 101% 26 3.85% 0.6
Kora Management
2184
Kora Management
New York
$858M -$290M -25% 31.8% 307% 2 0% 2
Marble Harbor Investment Counsel
2185
Marble Harbor Investment Counsel
Massachusetts
$858M +$116M +16% 11% 66.7% 200 8% 4.9
F3Logic
2186
F3Logic
Minnesota
$856M +$92.1M +12% 5.11% 11.8% 255 16.86% 1.7
Petrus Trust Company
2187
Petrus Trust Company
Texas
$856M -$47.4M -5% 8.29% 36.9% 172 73.84% 0.7
SCM
2188
Somerset Capital Management
United Kingdom
$856M -$124M -13% 11.3% 7.5% 16 43.75% 2.1
Private Ocean
2189
Private Ocean
California
$854M +$33.1M +4% 3.9% 2.82% 658 19.6% 2.4
Leuthold Group
2190
Leuthold Group
Minnesota
$854M +$38.6M +5% 8.4% 138% 229 27.07% 1.7
Howe & Rusling
2191
Howe & Rusling
New York
$853M +$55.4M +7% 9.24% 82% 1,099 16.56% 3.1
BBR Partners
2192
BBR Partners
New York
$851M -$358M -30% 9.41% 63.4% 249 29.72% 1.9
Sound Income Strategies
2193
Sound Income Strategies
Florida
$850M +$76M +10% 3.29% 31.4% 919 9.14% 2.4
Stanley-Laman Group
2194
Stanley-Laman Group
Pennsylvania
$850M +$81.1M +11% 4.57% 114% 316 38.29% 1.4
Verdence Capital Advisors
2195
Verdence Capital Advisors
Maryland
$850M +$89.1M +12% 9.32% 104% 557 20.65% 1.9
Gemmer Asset Management
2196
Gemmer Asset Management
California
$848M +$124M +17% 5.48% 96.8% 1,362 12.11% 4.8
Empirical Finance
2197
Empirical Finance
Pennsylvania
$847M +$183M +28% 10.2% 124% 469 12.15% 1.4
Fragasso Financial Advisors
2198
Fragasso Financial Advisors
Pennsylvania
$847M +$90.5M +12% 8.63% 73.7% 184 17.93% 2.7
Traynor Capital Management
2199
Traynor Capital Management
Pennsylvania
$845M +$115M +16% 13.8% 244% 236 20.76% 2.5
Wesleyan Assurance Society
2200
Wesleyan Assurance Society
United Kingdom
$845M +$62.1M +8% 7.89% 102% 96 4.17% 2.3