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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)
SNS Financial Group
2126
SNS Financial Group
Minnesota
$1.15B +$98.2M +9% 6.33% 54.2% 204 5.39% 5.4
Park Presidio Capital
2127
Park Presidio Capital
California
$1.15B +$206M +22% 4.99% 94.1% 15 20% 4.2
Affinity Asset Advisors
2128
Affinity Asset Advisors
New York
$1.15B +$416M +57% 72.2% 1,487% 115 36.52% 1
Titleist Asset Management
2129
Titleist Asset Management
Texas
$1.15B +$138M +14% 10.3% 101% 345 15.65% 1.5
MBL Wealth
2130
MBL Wealth
North Carolina
$1.15B +$99.4M +10% 6.16% 52.7% 264 14.77% 2.2
Dock Street Asset Management
2131
Dock Street Asset Management
Florida
$1.15B +$80.9M +8% 11.6% 175% 52 13.46% 5.3
KL
2132
KIM LLC
Kansas
$1.15B +$89.3M +8% 3.42% 51.1% 79 12.66% 0.8
Alta Park Capital
2133
Alta Park Capital
California
$1.14B +$264M +30% 30.3% 1,071% 51 58.82% 0.9
Winthrop Advisory Group
2134
Winthrop Advisory Group
Massachusetts
$1.14B +$107M +10% 7.79% 78.3% 199 13.07% 3.4
Clough Capital Partners
2135
Clough Capital Partners
Massachusetts
$1.14B +$135M +13% 14.9% 175% 151 49.67% 1.2
Callodine Capital Management
2136
Callodine Capital Management
Massachusetts
$1.14B +$176M +18% 4.14% 53.8% 57 24.56% 1.5
KWMG LLC
2137
KWMG LLC
Kansas
$1.14B +$76.6M +7% 6.3% 76.2% 153 6.54% 5.9
North Peak Capital Management
2138
North Peak Capital Management
New York
$1.14B -$132M -10% 0.55% 301% 11 45.45% 1.3
Taiyo Life Insurance Company
2139
Taiyo Life Insurance Company
Japan
$1.14B +$76.1M +7% 8.59% 90.5% 9 0% 4.9
Fiduciary Group
2140
Fiduciary Group
Georgia
$1.14B +$76M +7% 6.9% 67.1% 293 4.1% 6.1
Canandaigua National Bank & Trust
2141
Canandaigua National Bank & Trust
New York
$1.14B +$58M +5% 7.04% – 332 9.34% 5.5
FourThought Financial Partners
2142
FourThought Financial Partners
Florida
$1.14B +$125M +12% 7.45% 95.9% 526 46.58% 0.9
Stonebridge Financial Group (Pennsylvania)
2143
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.14B +$106M +10% 7.76% – 255 13.73% 0.7
Private Trust Company
2144
Private Trust Company
Ohio
$1.13B +$83.6M +8% 7.96% 87.7% 2,697 13.5% 2.9
Diversified Portfolios Inc
2145
Diversified Portfolios Inc
Michigan
$1.13B +$84.9M +8% 4.89% 38.2% 170 6.47% 3.6
Provident Investment Management
2146
Provident Investment Management
Michigan
$1.13B -$35.7M -3% 2.78% 90.8% 84 14.29% 4.3
Godsey & Gibb Inc
2147
Godsey & Gibb Inc
Virginia
$1.13B +$64M +6% 8.02% 87.5% 401 18.2% 2
German American Bancorp
2148
German American Bancorp
Indiana
$1.13B +$108M +11% 9.08% 92.3% 134 11.19% 4.5
Sovran Advisors
2149
Sovran Advisors
California
$1.13B +$177M +19% 8.46% – 555 18.92% 0.6
MMBG Investment Advisors
2150
MMBG Investment Advisors
Florida
$1.13B +$125M +12% 13.7% 118% 187 9.09% 2.7