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
MHIC
1951
Marble Harbor Investment Counsel
Massachusetts
$743M +$87.4M +13% 190
LF
1952
Longbow Finance
Switzerland
$742M 57
WMC
1953
Westwood Management Corporation
Illinois
$742M -$19.4M -3% 75
LG
1954
Leuthold Group
Minnesota
$742M +$78.4M +12% 213
DIGDR
1955
Dynamo Internacional Gestao de Recursos
Brazil
$742M +$34.6M +5% 17
GIM
1956
Grassi Investment Management
California
$741M +$55M +8% 128
WB
1957
Webster Bank
Connecticut
$740M +$49.8M +7% 553
LCS
1958
Levin Capital Strategies
New York
$740M +$7.54M +1% 287
FFM
1959
FengHe Fund Management
Singapore
$739M +$345M +88% 19
TLFA
1960
True Link Financial Advisors
California
$738M +$47.5M +7% 131
NA
1961
Nottingham Advisors
New York
$738M +$43.9M +6% 150
IAM
1962
Ion Asset Management
Israel
$737M +$106M +17% 43
AF
1963
Arrow Financial
New York
$737M +$51.5M +8% 341
SFG
1964
SNS Financial Group
Minnesota
$737M +$47.7M +7% 201
SS
1965
Simplicity Solutions
Minnesota
$735M +$45.3M +7% 737
SCA
1966
Summit Creek Advisors
Minnesota
$735M +$8.68M +1% 74
MMC
1967
Mizuho Markets Cayman
Cayman Islands
$734M +$34.9M +5% 57
MG
1968
Magnolia Group
Nebraska
$733M +$71.4M +11% 12
PCMF
1969
Private Capital Management (Florida)
Florida
$733M +$77.9M +12% 135
BFG
1970
Beacon Financial Group
Texas
$733M +$89.4M +14% 242
WAM
1971
Weatherly Asset Management
California
$733M +$36.8M +5% 176
MGWM
1972
Marks Group Wealth Management
Minnesota
$732M +$75.3M +11% 297
LCG
1973
Lisanti Capital Growth
New York
$732M -$15.6M -2% 171
CTC
1974
Chai Trust Company
Illinois
$732M +$59.7M +9% 26
CA
1975
Callahan Advisors
Texas
$731M +$34.4M +5% 146