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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)
Sozo Ventures GP II
2076
Sozo Ventures GP II
California
$1.01B -$1.09B -52% 62.3% 8.44% 1 0% 1
Situational Awareness
2077
Situational Awareness
California
$1.01B +$751M +295% 19.8% – 14 71.43% 0.1
CoreView Capital Management
2078
CoreView Capital Management
Hong Kong
$1.01B +$45.7M +5% 15.5% 50.9% 12 33.33% 1.8
Canandaigua National Bank & Trust
2079
Canandaigua National Bank & Trust
New York
$1B -$12.4M -1% 0.32% – 341 15.84% 5.5
Stadion Money Management
2080
Stadion Money Management
Georgia
$1B -$274M -21% 0.31% 55.3% 24 8.33% 2.9
Wellesley Asset Management
2081
Wellesley Asset Management
New Hampshire
$1B +$40.6M +4% 0% 0% 61 0% 0.9
Hodges Capital Management
2082
Hodges Capital Management
Texas
$1B -$666M -40% 3.89% 200% 229 22.71% 3.2
Verus Capital Partners
2083
Verus Capital Partners
Arizona
$1B -$46M -4% 5.32% 158% 402 14.93% 2.7
Discerene Group
2084
Discerene Group
Connecticut
$1B +$237M +31% 26.7% 48.6% 13 7.69% 3.3
WDA
2085
Wendell David Associates
New Hampshire
$1B -$9.15M -0.9% 1.93% 58.7% 156 4.49% 8.3
Gemmer Asset Management
2086
Gemmer Asset Management
California
$1B -$14.2M -1% 2.11% 96.8% 162 10.49% 5.1
Pictet North America Advisors
2087
Pictet North America Advisors
Switzerland
$1B -$51.3M -5% 2.32% 67.7% 151 10.6% 4.3
Cozad Asset Management
2088
Cozad Asset Management
Illinois
$1B -$71.8M -7% 3.2% 132% 405 8.4% 3.9
One Day In July LLC
2089
One Day In July LLC
Vermont
$999M +$44.9M +5% 2.77% 48.2% 141 9.93% 2.9
Washington Trust Bank
2090
Washington Trust Bank
Washington
$998M -$42.8M -4% 2.37% 89.9% 225 16.89% 6
Fiduciary Group
2091
Fiduciary Group
Georgia
$998M +$964K +0.1% 0.53% 67.1% 276 4.35% 6
J.L. Bainbridge & Co
2092
J.L. Bainbridge & Co
Florida
$997M -$78.7M -7% 6.97% 118% 109 11.01% 3.2
AltraVue Capital
2093
AltraVue Capital
Washington
$997M -$204M -17% 2.64% 221% 28 7.14% 3.8
SlateStone Wealth
2094
SlateStone Wealth
Florida
$996M -$23.2M -2% 1.4% 79.1% 301 7.64% 2.8
North Peak Capital Management
2095
North Peak Capital Management
New York
$996M +$241M +32% 2.4% 301% 9 33.33% 1.7
Savvy Advisors Inc
2096
Savvy Advisors Inc
New York
$994M +$163M +20% 1.47% – 541 20.89% 0.6
AlphaStar Capital Management
2097
AlphaStar Capital Management
North Carolina
$994M +$37.2M +4% 1.76% 69.5% 209 16.27% 2.4
Divisadero Street Capital Management
2098
Divisadero Street Capital Management
Florida
$994M +$138M +16% 6.47% 718% 120 50.83% 0.5
Kintegral Advisory
2099
Kintegral Advisory
New York
$992M -$67.1M -6% 4.04% 143% 238 0% 4.5
Summit Financial Strategies
2100
Summit Financial Strategies
Ohio
$992M +$85.5M +9% 1.3% 59.4% 157 10.83% 4