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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
SNS Financial Group
Minneapolis,
Minnesota
| $1.15B | +$98.2M | +9% | 6.33% | 54.2% | 204 | 5.39% | 5.4 |
|
| 2127 |
2127
Park Presidio Capital
San Francisco,
California
| $1.15B | +$206M | +22% | 4.99% | 94.1% | 15 | 20% | 4.2 |
|
| 2128 |
2128
Affinity Asset Advisors
New York
| $1.15B | +$416M | +57% | 72.2% | 1,487% | 115 | 36.52% | 1 |
|
| 2129 |
2129
Titleist Asset Management
San Antonio,
Texas
| $1.15B | +$138M | +14% | 10.3% | 101% | 345 | 15.65% | 1.5 |
|
| 2130 |
2130
MBL Wealth
Charlotte,
North Carolina
| $1.15B | +$99.4M | +10% | 6.16% | 52.7% | 264 | 14.77% | 2.2 |
|
| 2131 |
2131
Dock Street Asset Management
Palm Beach,
Florida
| $1.15B | +$80.9M | +8% | 11.6% | 175% | 52 | 13.46% | 5.3 |
|
| 2132 |
KL
2132
KIM LLC
Wichita,
Kansas
| $1.15B | +$89.3M | +8% | 3.42% | 51.1% | 79 | 12.66% | 0.8 |
|
| 2133 |
2133
Alta Park Capital
San Francisco,
California
| $1.14B | +$264M | +30% | 30.3% | 1,071% | 51 | 58.82% | 0.9 |
|
| 2134 |
2134
Winthrop Advisory Group
Boston,
Massachusetts
| $1.14B | +$107M | +10% | 7.79% | 78.3% | 199 | 13.07% | 3.4 |
|
| 2135 |
2135
Clough Capital Partners
Boston,
Massachusetts
| $1.14B | +$135M | +13% | 14.9% | 175% | 151 | 49.67% | 1.2 |
|
| 2136 |
2136
Callodine Capital Management
Boston,
Massachusetts
| $1.14B | +$176M | +18% | 4.14% | 53.8% | 57 | 24.56% | 1.5 |
|
| 2137 |
2137
KWMG LLC
Overland Park,
Kansas
| $1.14B | +$76.6M | +7% | 6.3% | 76.2% | 153 | 6.54% | 5.9 |
|
| 2138 |
2138
North Peak Capital Management
New York
| $1.14B | -$132M | -10% | 0.55% | 301% | 11 | 45.45% | 1.3 |
|
| 2139 |
2139
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.14B | +$76.1M | +7% | 8.59% | 90.5% | 9 | 0% | 4.9 |
|
| 2140 |
2140
Fiduciary Group
Savannah,
Georgia
| $1.14B | +$76M | +7% | 6.9% | 67.1% | 293 | 4.1% | 6.1 |
|
| 2141 |
2141
Canandaigua National Bank & Trust
Canandaigua,
New York
| $1.14B | +$58M | +5% | 7.04% | – | 332 | 9.34% | 5.5 |
|
| 2142 |
2142
FourThought Financial Partners
Venice,
Florida
| $1.14B | +$125M | +12% | 7.45% | 95.9% | 526 | 46.58% | 0.9 |
|
| 2143 |
2143
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.14B | +$106M | +10% | 7.76% | – | 255 | 13.73% | 0.7 |
|
| 2144 |
2144
Private Trust Company
Cleveland,
Ohio
| $1.13B | +$83.6M | +8% | 7.96% | 87.7% | 2,697 | 13.5% | 2.9 |
|
| 2145 |
2145
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $1.13B | +$84.9M | +8% | 4.89% | 38.2% | 170 | 6.47% | 3.6 |
|
| 2146 |
2146
Provident Investment Management
Novi,
Michigan
| $1.13B | -$35.7M | -3% | 2.78% | 90.8% | 84 | 14.29% | 4.3 |
|
| 2147 |
2147
Godsey & Gibb Inc
Richmond,
Virginia
| $1.13B | +$64M | +6% | 8.02% | 87.5% | 401 | 18.2% | 2 |
|
| 2148 |
2148
German American Bancorp
Jasper,
Indiana
| $1.13B | +$108M | +11% | 9.08% | 92.3% | 134 | 11.19% | 4.5 |
|
| 2149 |
2149
Sovran Advisors
San Diego,
California
| $1.13B | +$177M | +19% | 8.46% | – | 555 | 18.92% | 0.6 |
|
| 2150 |
2150
MMBG Investment Advisors
Miami,
Florida
| $1.13B | +$125M | +12% | 13.7% | 118% | 187 | 9.09% | 2.7 |
|