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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
HIC
2176
Harvey Investment Company
Kentucky
$863M +$94.3M +12% 13.4% 48.4% 95 1.05%
GIC
2177
GFI Investment Counsel
Ontario, Canada
$863M +$85.7M +11% 10.4% 41.8% 18 5.56%
NGA
2178
Naples Global Advisors
Florida
$863M +$102M +13% 9.74% 103% 401 6.98%
CET
2179
Clean Energy Transition
United Kingdom
$862M 7.29% 129% 15
MB
2180
Mizuho Bank
Japan
$862M -$136M -14% 6.52% 99.8% 11 72.73%
SIMG
2181
Sonora Investment Management Group
Arizona
$861M 11.7% 78.3% 213
COCM
2182
Charter Oak Capital Management
New Hampshire
$860M +$61.7M +8% 4.71% 39.2% 970 13.51%
ACGDR
2183
Atmos Capital Gestao de Recursos
Brazil
$858M +$54.2M +7% 5.51% 101% 26 3.85%
KM
2184
Kora Management
New York
$858M -$290M -25% 31.8% 307% 2 0%
MHIC
2185
Marble Harbor Investment Counsel
Massachusetts
$858M +$116M +16% 11% 66.7% 200 8%
F
2186
F3Logic
Minnesota
$856M +$92.1M +12% 5.11% 11.8% 255 16.86%
PTC
2187
Petrus Trust Company
Texas
$856M -$47.4M -5% 8.29% 36.9% 172 73.84%
SCM
2188
Somerset Capital Management
United Kingdom
$856M -$124M -13% 11.3% 7.5% 16 43.75%
PO
2189
Private Ocean
California
$854M +$33.1M +4% 3.9% 2.82% 658 19.6%
LG
2190
Leuthold Group
Minnesota
$854M +$38.6M +5% 8.4% 126% 229 27.07%
HR
2191
Howe & Rusling
New York
$853M +$55.4M +7% 9.24% 82% 1,099 16.56%
BP
2192
BBR Partners
New York
$851M -$358M -30% 9.41% 63.4% 249 29.72%
SIS
2193
Sound Income Strategies
Florida
$850M +$76M +10% 3.29% 31.2% 919 9.14%
SLG
2194
Stanley-Laman Group
Pennsylvania
$850M +$81.1M +11% 4.57% 124% 316 38.29%
VCA
2195
Verdence Capital Advisors
Maryland
$850M +$89.1M +12% 9.32% 97.1% 557 20.65%
GAM
2196
Gemmer Asset Management
California
$848M +$124M +17% 5.48% 90.5% 1,362 12.11%
EF
2197
Empirical Finance
Pennsylvania
$847M +$183M +28% 10.2% 124% 469 12.15%
FFA
2198
Fragasso Financial Advisors
Pennsylvania
$847M +$90.5M +12% 8.63% 65.5% 184 17.93%
TCM
2199
Traynor Capital Management
Pennsylvania
$845M +$115M +16% 13.8% 225% 236 20.76%
WAS
2200
Wesleyan Assurance Society
United Kingdom
$845M +$62.1M +8% 7.89% 102% 96 4.17%