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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Journey Advisory Group
Covington,
Kentucky
| $1.19B | -$161M | -12% | 3.29% | 66.2% | 281 | 11.74% | 3 |
|
| 2152 |
2152
MMBG Investment Advisors
Miami,
Florida
| $1.19B | +$58.1M | +5% | 6.88% | 118% | 192 | 14.58% | 2.8 |
|
| 2153 |
2153
Falcon Wealth Planning
Ontario,
California
| $1.19B | +$75.2M | +7% | 2.61% | 52.7% | 221 | 15.84% | 2.2 |
|
| 2154 |
2154
Hengehold Capital Management
Cincinnati,
Ohio
| $1.19B | +$15.3M | +1% | 1.41% | 54.5% | 225 | 7.11% | 4.8 |
|
| 2155 |
2155
Means Investment Company
Bangor,
Maine
| $1.19B | +$31.6M | +3% | 2.51% | 87.9% | 198 | 10.61% | 4.7 |
|
| 2156 |
2156
FourThought Financial Partners
Venice,
Florida
| $1.18B | +$46.7M | +4% | 2.89% | 95.9% | 647 | 44.05% | 1.1 |
|
| 2157 |
2157
Kintegral Advisory
New York
| $1.18B | +$5.78M | +0.5% | 5.41% | 143% | 237 | 2.11% | 5.2 |
|
| 2158 |
2158
Sagefield Capital
Dallas,
Texas
| $1.18B | +$286M | +32% | 7.31% | 115% | 139 | 48.2% | 1.1 |
|
| 2159 |
2159
Winthrop Advisory Group
Boston,
Massachusetts
| $1.18B | +$36.9M | +3% | 2.35% | 78.3% | 200 | 10.5% | 3.7 |
|
| 2160 |
OCMI
2160
Oaktop Capital Management II
Chatham,
New Jersey
| $1.18B | +$74.2M | +7% | 14.8% | 451% | 15 | 13.33% | 8.4 |
|
| 2161 |
2161
Lincluden Management
Mississauga,
Ontario, Canada
| $1.18B | +$279M | +31% | 6.14% | 67.7% | 72 | 5.56% | 6.5 |
|
| 2162 |
2162
Sovran Advisors
San Diego,
California
| $1.18B | +$45.3M | +4% | 1.28% | – | 582 | 16.15% | 0.7 |
|
| 2163 |
2163
North Peak Capital Management
New York
| $1.18B | +$35.4M | +3% | 9.48% | 301% | 10 | 10% | 1.4 |
|
| 2164 |
2164
German American Bancorp
Jasper,
Indiana
| $1.17B | +$42.4M | +4% | 4.44% | 92.3% | 127 | 3.15% | 4.7 |
|
| 2165 |
2165
J. Stern & Co
London,
United Kingdom
| $1.17B | -$148M | -11% | 2.35% | – | 43 | 2.33% | 1.5 |
|
| 2166 |
2166
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| $1.17B | +$35.1M | +3% | 2.22% | – | 262 | 13.74% | 0.8 |
|
| 2167 |
2167
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $1.17B | +$482M | +70% | 2.73% | – | 188 | 22.34% | 3.9 |
|
| 2168 |
2168
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.17B | +$27.2M | +2% | 2.08% | 90.5% | 10 | 10% | 4.6 |
|
| 2169 |
2169
QVT Financial
New York
| $1.17B | -$251M | -18% | 26.6% | 267% | 70 | 44.29% | 1.7 |
|
| 2170 |
2170
Woodstock Corp
Boston,
Massachusetts
| $1.17B | +$11.3M | +1% | 3.45% | 115% | 159 | 3.14% | 8.6 |
|
| 2171 |
2171
KLCM Advisors
Milwaukee,
Wisconsin
| $1.16B | +$162M | +16% | 3.86% | 122% | 282 | 43.97% | 3.1 |
|
| 2172 |
2172
Hodges Capital Management
Dallas,
Texas
| $1.16B | -$5.41M | -0.5% | 3.99% | 200% | 230 | 23.04% | 3.3 |
|
| 2173 |
2173
Delta Asset Management
Memphis,
Tennessee
| $1.16B | -$15.1M | -1% | 0.85% | 53.8% | 621 | 4.67% | 4.5 |
|
| 2174 |
2174
Anderson Hoagland & Co
St Louis,
Missouri
| $1.16B | +$47.8M | +4% | 4.51% | 104% | 148 | 9.46% | 4 |
|
| 2175 |
2175
MHR Fund Management
New York
| $1.16B | +$141M | +14% | 14.7% | 332% | 10 | 0% | 3.1 |
|