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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)
Sage Mountain Advisors
1576
Sage Mountain Advisors
Georgia
$1.89B +$141M +8% 2.07% 62.5% 606 17.49% 2.3
Smith Group Asset Management
1577
Smith Group Asset Management
Texas
$1.89B +$145M +8% 4.24% 222% 191 20.94% 2.5
Helikon Investments
1578
Helikon Investments
United Kingdom
$1.89B +$424M +29% 30% 282% 19 21.05% 1.5
Accredited Investors
1579
Accredited Investors
Minnesota
$1.88B +$90.2M +5% 2.47% 74% 307 21.5% 4.5
Capstone Financial Advisors
1580
Capstone Financial Advisors
Illinois
$1.88B +$33.1M +2% 1.5% 54.5% 198 14.14% 4.3
Advisornet Financial
1581
Advisornet Financial
Minnesota
$1.88B +$111M +6% 2.08% 71.2% 2,379 11.98% 3.8
Siemens Fonds Invest
1582
Siemens Fonds Invest
Germany
$1.88B +$48M +3% 4.25% 126% 563 4.97% 3
Foster & Motley
1583
Foster & Motley
Ohio
$1.88B +$19.8M +1% 2.63% 68.8% 404 6.93% 5.4
Traynor Capital Management
1584
Traynor Capital Management
Pennsylvania
$1.87B +$120M +7% 5.38% 244% 417 24.94% 2.8
Beacon Capital Management Inc (Ohio)
1585
Beacon Capital Management Inc (Ohio)
Ohio
$1.87B -$225M -11% 0.95% 46.4% 157 21.66% 1.9
Spinnaker Trust
1586
Spinnaker Trust
Maine
$1.87B +$65.9M +4% 3.07% 68.2% 307 8.14% 6.3
Portolan Capital Management
1587
Portolan Capital Management
Massachusetts
$1.87B +$18.4M +1% 8.02% 738% 176 44.32% 1.2
BBR Partners
1588
BBR Partners
New York
$1.86B +$129M +7% 3.15% 63.4% 292 16.1% 3.1
First Interstate Bank
1589
First Interstate Bank
Montana
$1.86B +$52.4M +3% 2% 49.7% 210 9.52% 4.8
Mane Global Capital Management
1590
Mane Global Capital Management
New York
$1.86B -$338M -15% 1.81% 423% 88 53.41% 0.6
SFG
1591
Sather Financial Group
Texas
$1.86B +$20M +1% 4.39% 82.3% 114 10.53% 3.6
Maren Capital
1592
Maren Capital
Illinois
$1.86B +$63.2M +4% 0.47% – 22 4.55% 2
Progeny 3 Inc
1593
Progeny 3 Inc
Washington
$1.86B -$80.7M -4% 1.77% 96.8% 39 17.95% 2.1
Heartland Advisors
1594
Heartland Advisors
Wisconsin
$1.86B -$36.3M -2% 2.6% 88.6% 267 16.48% 2.6
Meeder Asset Management
1595
Meeder Asset Management
Ohio
$1.86B +$101M +6% 6.23% 156% 1,010 31.58% 1.5
Cyndeo Wealth Partners
1596
Cyndeo Wealth Partners
Florida
$1.85B +$56.2M +3% 2.65% 93% 508 12.8% 1.9
Evanson Asset Management
1597
Evanson Asset Management
California
$1.85B +$80M +5% 4.84% 66.6% 335 6.27% 5.7
Discovery Capital Management
1598
Discovery Capital Management
Connecticut
$1.85B +$24.5M +1% 6.75% 871% 121 56.2% 0.6
Cinctive Capital Management
1599
Cinctive Capital Management
New York
$1.85B -$244M -12% 7.89% 163% 559 61.18% 0.4
Arvest Bank Trust Division
1600
Arvest Bank Trust Division
Oklahoma
$1.85B +$44M +2% 3.44% – 222 12.16% 4.3