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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)
Marble Harbor Investment Counsel
2301
Marble Harbor Investment Counsel
Massachusetts
$907M -$6.89M -0.8% 0.52% 66.7% 217 8.29% 6.3
WAM
2302
WT Asset Management
Hong Kong
$907M +$398M +78% 21.1% 2,732% 53 67.92% 0.3
Banc Funds Company
2303
Banc Funds Company
Illinois
$907M -$14.8M -2% 4.29% 69% 129 9.3% 6.4
Summit Financial Strategies
2304
Summit Financial Strategies
Ohio
$906M +$17.7M +2% 0.96% 59.4% 153 5.88% 3.9
SL
2305
Sonnipe Ltd
Isle Of Man
$906M -$184M -17% 15.1% 57.8% 3 0% 2
Strategic Wealth Investment Group
2306
Strategic Wealth Investment Group
Kentucky
$905M -$28.2M -3% 1.31% – 138 10.87% 2.3
Middleton & Co
2307
Middleton & Co
Massachusetts
$905M +$133K +0% 2.74% 81.8% 166 4.82% 6.5
Mangrove Partners
2308
Mangrove Partners
Connecticut
$905M -$258M -22% 2.66% 185% 233 64.81% 0.7
CCM Investment Advisers
2309
CCM Investment Advisers
South Carolina
$905M +$7.97M +0.9% 5.06% 170% 79 7.59% 4.9
MHR Fund Management
2310
MHR Fund Management
New York
$904M -$12.6M -1% 9.89% 332% 10 20% 4.4
Prospector Partners
2311
Prospector Partners
Connecticut
$901M -$54.5M -6% 2.14% 53.6% 100 8% 4.9
KPF
2312
K2 Principal Fund
Ontario, Canada
$901M +$206M +30% 9.1% 76.5% 406 56.65% 0.3
Sora Investors
2313
Sora Investors
Pennsylvania
$901M +$328M +57% 5.24% 179% 84 51.19% 0.4
Harvey Partners
2314
Harvey Partners
New York
$900M +$22.1M +3% 2.93% 174% 49 26.53% 2.4
Freedom Together Foundation
2315
Freedom Together Foundation
New York
$900M -$46.6M -5% 1.96% – 24 8.33% 1
PPSC Investment Service
2316
PPSC Investment Service
Japan
$899M +$50.6M +6% 2.69% 193% 6 0% 1.5
SOL Capital Management
2317
SOL Capital Management
Maryland
$898M -$2.39M -0.3% 1.58% 56.6% 315 4.44% 6.7
Falcon Wealth Planning
2318
Falcon Wealth Planning
California
$897M +$45.5M +5% 0.06% 52.7% 167 13.17% 2.1
a16z Perennial Management
2319
a16z Perennial Management
California
$897M +$35.4M +4% 15.9% – 57 28.07% 0.7
Silicon Valley Capital Partners
2320
Silicon Valley Capital Partners
California
$896M +$128M +17% 4.58% 103% 334 14.67% 2
Suncoast Equity Management
2321
Suncoast Equity Management
Florida
$896M +$18.4M +2% 5.97% 82.9% 83 19.28% 3.2
American National Bank & Trust
2322
American National Bank & Trust
Texas
$895M +$46.8M +6% 1.3% 102% 551 20.15% 3.1
Randolph Company
2323
Randolph Company
Ohio
$895M +$34.2M +4% 3.93% 127% 49 22.45% 3.8
Inspire Investing
2324
Inspire Investing
Idaho
$894M -$83.9M -9% 0.57% 107% 873 10.88% 2.6
Private Advisory Group
2325
Private Advisory Group
Washington
$893M +$54.7M +7% 5.04% 177% 248 35.08% 1.6