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
SIMG
2076
Sonora Investment Management Group
Arizona
$861M 213
COCM
2077
Charter Oak Capital Management
New Hampshire
$860M +$61.7M +8% 970
ACGDR
2078
Atmos Capital Gestao de Recursos
Brazil
$858M +$54.2M +7% 26
KM
2079
Kora Management
New York
$858M -$290M -25% 2
MHIC
2080
Marble Harbor Investment Counsel
Massachusetts
$858M +$116M +16% 200
XS
2081
XR Securities
Illinois
$856M +$747M +683% 360
F
2082
F3Logic
Minnesota
$856M +$92.1M +12% 255
PTC
2083
Petrus Trust Company
Texas
$856M -$47.4M -5% 172
SCM
2084
Somerset Capital Management
United Kingdom
$856M -$124M -13% 16
PO
2085
Private Ocean
California
$854M +$33.1M +4% 660
LG
2086
Leuthold Group
Minnesota
$854M +$38.6M +5% 229
HR
2087
Howe & Rusling
New York
$853M +$56.3M +7% 1,098
CCPM
2088
Cooper Creek Partners Management
New York
$852M +$114M +15% 135
BP
2089
BBR Partners
New York
$851M -$358M -30% 249
SIS
2090
Sound Income Strategies
Florida
$850M +$76M +10% 921
SLG
2091
Stanley-Laman Group
Pennsylvania
$850M +$81.1M +11% 316
GAM
2092
Gemmer Asset Management
California
$848M +$124M +17% 1,363
VCA
2093
Verdence Capital Advisors
Maryland
$848M +$87.7M +12% 551
EF
2094
Empirical Finance
Pennsylvania
$847M +$183M +28% 469
FFA
2095
Fragasso Financial Advisors
Pennsylvania
$847M +$90.5M +12% 184
TCM
2096
Traynor Capital Management
Pennsylvania
$845M +$115M +16% 236
WAS
2097
Wesleyan Assurance Society
United Kingdom
$845M +$62.1M +8% 96
AF
2098
Arrow Financial
New York
$845M +$70M +9% 341
CIAS
2099
Capital Investment Advisory Services
North Carolina
$844M +$52.9M +7% 841
RWM
2100
RKL Wealth Management
Pennsylvania
$842M +$54.7M +7% 126