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
2076
Marble Harbor Investment Counsel
Massachusetts
$858M +$116M +16% 200
XS
2077
XR Securities
Illinois
$856M +$747M +683% 360
F
2078
F3Logic
Minnesota
$856M +$92.1M +12% 255
PTC
2079
Petrus Trust Company
Texas
$856M -$47.4M -5% 172
SCM
2080
Somerset Capital Management
United Kingdom
$856M -$124M -13% 16
PO
2081
Private Ocean
California
$854M +$33.1M +4% 660
LG
2082
Leuthold Group
Minnesota
$854M +$38.6M +5% 229
HR
2083
Howe & Rusling
New York
$853M +$56.3M +7% 1,098
CCPM
2084
Cooper Creek Partners Management
New York
$852M +$114M +15% 135
BP
2085
BBR Partners
New York
$851M -$358M -30% 249
SIS
2086
Sound Income Strategies
Florida
$850M +$76M +10% 921
SLG
2087
Stanley-Laman Group
Pennsylvania
$850M +$81.1M +11% 316
GAM
2088
Gemmer Asset Management
California
$848M +$124M +17% 1,363
VCA
2089
Verdence Capital Advisors
Maryland
$848M +$87.7M +12% 551
EF
2090
Empirical Finance
Pennsylvania
$847M +$183M +28% 469
FFA
2091
Fragasso Financial Advisors
Pennsylvania
$847M +$90.5M +12% 184
TCM
2092
Traynor Capital Management
Pennsylvania
$845M +$115M +16% 236
WAS
2093
Wesleyan Assurance Society
United Kingdom
$845M +$62.1M +8% 96
AF
2094
Arrow Financial
New York
$845M +$70M +9% 341
CIAS
2095
Capital Investment Advisory Services
North Carolina
$844M +$52.9M +7% 841
RWM
2096
RKL Wealth Management
Pennsylvania
$842M +$54.7M +7% 126
SFM
2097
Sphera Funds Management
Israel
$842M -$167M -17% 132
AEPLI
2098
AH Equity Partners LSV I
California
$842M 3
LP
2099
LGL Partners
Pennsylvania
$841M +$677M +411% 115
LWA
2100
Lenox Wealth Advisors
New York
$840M +$62.9M +8% 1,034