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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)
Stonebridge Capital Advisors
1851
Stonebridge Capital Advisors
Minnesota
$1.23B +$89.5M +8% 6.54% 80.1% 229 8.3% 6.2
Sound View Wealth Advisors Group
1852
Sound View Wealth Advisors Group
Georgia
$1.23B +$255M +26% 6.5% 73% 414 15.22% 3.1
Sage Financial Group
1853
Sage Financial Group
Pennsylvania
$1.22B +$69.4M +6% 6.39% 67% 104 2.88% 4
Stone Point Capital
1854
Stone Point Capital
Connecticut
$1.22B -$50.8M -4% 9.26% 15.7% 6 16.67% 5.1
Baskin Financial Services
1855
Baskin Financial Services
Ontario, Canada
$1.22B +$53.6M +5% 6.49% 69.1% 51 9.8% 5.5
Main Management
1856
Main Management
California
$1.22B +$6.76M +0.6% 3.73% 64.1% 153 15.03% 3.4
Maren Capital
1857
Maren Capital
Illinois
$1.22B +$176M +17% 9.63% – 27 3.7% 0.7
American Trust
1858
American Trust
Kentucky
$1.21B -$8.81M -0.7% 6.38% 59% 292 28.77% 1.7
Cahaba Wealth Management
1859
Cahaba Wealth Management
Georgia
$1.21B +$77.9M +7% 5.84% 48.7% 158 10.13% 3.7
Cornerstone Wealth Group
1860
Cornerstone Wealth Group
North Carolina
$1.21B +$84.9M +8% 5.87% 96% 275 13.09% 1.9
Ostrum Asset Management
1861
Ostrum Asset Management
France
$1.21B +$61.9M +5% 8.38% 107% 649 2.93% 1.6
Vivo Capital
1862
Vivo Capital
California
$1.21B +$126M +12% 45.2% 7,491% 46 15.22% 2.1
Armstrong Advisory Group
1863
Armstrong Advisory Group
Massachusetts
$1.21B +$77.1M +7% 5.02% 55.6% 846 14.18% 1.5
YHB Investment Advisors
1864
YHB Investment Advisors
Connecticut
$1.21B +$45.3M +4% 6.79% 96.2% 289 7.27% 5.5
Grandeur Peak Global Advisors
1865
Grandeur Peak Global Advisors
Utah
$1.21B -$45.8M -4% 3.52% 96% 145 17.93% 2.6
Smith Group Asset Management
1866
Smith Group Asset Management
Texas
$1.21B +$78.6M +7% 8.57% 222% 165 36.36% 2.5
SP Asset Management
1867
SP Asset Management
California
$1.2B +$106M +10% 7.71% 92.4% 141 13.48% 3.6
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
1868
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.2B +$94.8M +9% 8.55% 79.4% 62 16.13% 3.1
Hikari Power
1869
Hikari Power
Japan
$1.2B +$96M +9% 9.31% 53.5% 62 0% 6.5
Voss Capital
1870
Voss Capital
Texas
$1.2B +$203M +20% 11.3% 78.4% 42 16.67% 1.5
Greenwood Gearhart
1871
Greenwood Gearhart
Arkansas
$1.2B +$143M +13% 5.82% 70.6% 116 12.93% 4.3
Parcion Private Wealth
1872
Parcion Private Wealth
Washington
$1.2B +$108M +10% 6.16% 103% 245 23.67% 2.4
First Light Asset Management
1873
First Light Asset Management
Minnesota
$1.2B +$61.2M +5% 25.6% 364% 49 32.65% 2.6
Icon Wealth Advisors
1874
Icon Wealth Advisors
Texas
$1.2B +$77.1M +7% 5.8% – 499 17.43% 1.2
Nixon Peabody Trust
1875
Nixon Peabody Trust
Massachusetts
$1.2B +$75.5M +7% 5.25% 101% 144 14.58% 2.8