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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)
Bogart Wealth LLC
2426
Bogart Wealth LLC
Virginia
$426M +$58.8M +16% 13% 60.5% 484 10.74% 1.8
OCMI
2427
Oaktop Capital Management II
New Jersey
$425M +$98.6M +30% 32.1% 451% 20 0% 4.4
MV Capital Management
2428
MV Capital Management
Maryland
$425M +$40.8M +11% 12% 73.3% 373 33.24% 3.8
Fusion Family Wealth
2429
Fusion Family Wealth
New York
$424M +$51.1M +14% 18.3% 58.2% 126 11.9% 3
Alaska Wealth Advisors
2430
Alaska Wealth Advisors
Alaska
$424M +$62.8M +17% 12% 44.3% 62 19.35% 1
Triodos Investment Management
2431
Triodos Investment Management
Netherlands
$423M +$68M +19% 25.3% 89.9% 37 2.7% 1.8
G2 Investment Partners Management
2432
G2 Investment Partners Management
New York
$423M +$121M +40% 83.9% 1,145% 116 51.72% 0.8
SVG
2433
Sun Valley Gold
Idaho
$423M -$822M -66% 62.9% 160% 16 43.75% 2.3
Zuckerman Investment Group
2434
Zuckerman Investment Group
Illinois
$422M +$79.5M +23% 25.5% 111% 84 23.81% 2.5
Claret Asset Management
2435
Claret Asset Management
Quebec, Canada
$422M +$67.9M +19% 27.7% 73.3% 186 22.04% 1.9
KSCM
2436
Key Square Capital Management
Connecticut
$422M -$287M -40% 243% 50.2% 34 94.12% 0.2
TEC
2437
Tiger Eye Capital
Tennessee
$422M +$124M +41% 33.5% 116% 52 40.38% 1.9
TCOT
2438
Trust Company of Toledo
Ohio
$421M +$58M +16% 15.3% 109% 181 10.5% 5.3
Navellier & Associates
2439
Navellier & Associates
Nevada
$421M -$4.71M -1% 31.5% 361% 290 42.76% 1.4
Duncker Streett & Co
2440
Duncker Streett & Co
Missouri
$420M +$45.7M +12% 19.6% 102% 566 12.19% 3.2
Cypress Wealth Services
2441
Cypress Wealth Services
California
$420M +$80.4M +24% 18.6% 82.7% 286 18.53% 1.7
Night Owl Capital Management
2442
Night Owl Capital Management
Connecticut
$420M +$120M +40% 45.8% 162% 29 10.34% 3
Verity & Verity
2443
Verity & Verity
South Carolina
$420M +$64.7M +18% 16.2% 90.4% 92 17.39% 4
HLC
2444
Hunt Lane Capital
New York
$420M +$79.9M +24% 51.4% 3.59% 27 37.04% 1
BW Gestao de Investimentos
2445
BW Gestao de Investimentos
Brazil
$419M +$100M +31% 33.7% 95.1% 45 62.22% 0.5
Princeton Portfolio Strategies Group
2446
Princeton Portfolio Strategies Group
New Jersey
$419M +$74M +21% 19.7% 83.8% 153 16.34% 4.3
Dean Investment Associates
2447
Dean Investment Associates
Ohio
$418M -$49.1M -11% 18.4% 63.5% 254 29.13% 2.5
Parker Investment Management
2448
Parker Investment Management
California
$418M +$136M +48% 30.2% 208% 32 31.25% 1.6
IAIM
2449
International Assets Investment Management
Florida
$418M +$90.8M +28% 26.2% 101% 449 28.73% 0.2
Columbia Asset Management
2450
Columbia Asset Management
Michigan
$418M +$12.6M +3% 21% 94.1% 165 14.55% 4.4