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