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
1901
Harvey Investment Company
Kentucky
$577M +$35.8M +7% 85
TIM
1902
Triodos Investment Management
Netherlands
$577M +$43.7M +8% 48
TW
1903
Transform Wealth
Colorado
$577M +$23.7M +4% 223
JMH
1904
J.M. Hartwell
New York
$575M +$22.5M +4% 89
OIM
1905
Opus Investment Management
Massachusetts
$575M +$23.1M +4% 94
BCM
1906
BTR Capital Management
California
$575M +$55.8M +11% 173
CPP
1907
Crow Point Partners
Massachusetts
$574M +$39.5M +7% 165
NWM
1908
Nicola Wealth Management
British Columbia, Canada
$574M +$67.2M +13% 107
GWM
1909
Greenwich Wealth Management
Connecticut
$573M +$8.69M +2% 198
MYIA
1910
Mount Yale Investment Advisors
Colorado
$573M +$44.7M +8% 1,039
MA
1911
MCF Advisors
Kentucky
$572M +$52.4M +10% 520
CCMD
1912
Cypress Capital Management (Delaware)
Delaware
$571M +$46.2M +9% 158
SFM
1913
Signet Financial Management
New Jersey
$571M +$4.22M +0.7% 1,054
TMAM
1914
Tokio Marine Asset Management
Japan
$570M +$23.7M +4% 257
GIA
1915
Granite Investment Advisors
New Hampshire
$570M +$20.8M +4% 169
JAFL
1916
Jay A. Fishman Ltd
Michigan
$569M +$34.6M +6% 89
PDN
1917
Pensionfund DSM Netherlands
Netherlands
$568M +$144K +0% 233
BWM
1918
Baystate Wealth Management
Massachusetts
$566M -$108M -16% 724
SFM
1919
Signature Financial Management
Virginia
$566M +$93.1M +20% 173
VWM
1920
Venturi Wealth Management
Texas
$565M +$28.6M +5% 176
GP
1921
Girard Partners
Pennsylvania
$564M +$34.3M +6% 991
EWM
1922
Empirical Wealth Management
Washington
$564M +$29.7M +6% 224
BJ
1923
Brouwer & Janachowski
California
$563M +$41.6M +8% 53
MHIC
1924
Marble Harbor Investment Counsel
Massachusetts
$563M +$37.4M +7% 155
HA
1925
Halsey Associates
Connecticut
$562M +$47.4M +9% 97