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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)
StepStone Group
2526
StepStone Group
California
$223M +$33M +17% 11.2% 107% 17 35.29% 0.4
United Fire Group
2527
United Fire Group
Iowa
$223M +$22.4M +11% 10.5% 27.4% 109 0.92% 0.5
ACM
2528
Alistair Capital Management
Texas
$223M – – 11.2% – 23 – 0
FIC Capital
2529
FIC Capital
New York
$223M +$26.1M +13% 9.43% 49.7% 152 9.87% 0.4
LSC
2530
Lyon Street Capital
California
$222M +$19.6M +10% 13.7% – 46 23.91% 0.4
Huntington Steele
2531
Huntington Steele
Pennsylvania
$222M +$26M +13% 12.7% 69.8% 65 6.15% 0.5
Hanlon Investment Management
2532
Hanlon Investment Management
New Jersey
$222M +$23.8M +12% 2.04% 80.6% 35 45.71% 0.4
Baldwin Investment Management
2533
Baldwin Investment Management
Pennsylvania
$222M +$14.4M +7% 6.49% 74.8% 135 5.19% 0.5
Corrado Advisors
2534
Corrado Advisors
New Jersey
$221M +$31.1M +16% 9.56% 64% 75 13.33% 0.4
KF
2535
Kopp Funds
Wisconsin
$221M – – 13% – 64 – 0
Kopp Investment Advisors
2536
Kopp Investment Advisors
Minnesota
$221M -$51M -19% 13% 109% 90 32.22% 0.5
SignalPoint Asset Management
2537
SignalPoint Asset Management
Missouri
$221M +$63.8M +41% 6.21% 36% 165 36.36% 0.2
New England Private Wealth Advisors
2538
New England Private Wealth Advisors
Massachusetts
$221M +$30.1M +16% 6.23% 55.8% 95 23.16% 0.4
Exencial Wealth Advisors
2539
Exencial Wealth Advisors
Oklahoma
$221M +$7.12M +3% 8.87% 58% 139 5.04% 0.5
Capital Investment Counsel Inc
2540
Capital Investment Counsel Inc
North Carolina
$220M +$18.9M +9% 10.4% 174% 159 5.66% 0.5
Waldron Private Wealth
2541
Waldron Private Wealth
Pennsylvania
$219M – – 8.67% 68.7% 109 – 0
IMIM
2542
Irving Magee Investment Management
Pennsylvania
$219M +$21.9M +11% 10.8% 39.9% 51 1.96% 0.5
KIA
2543
King Investment Advisors
Texas
$219M -$13.1M -6% 11.3% – 135 16.3% 0.4
Pinnacle Financial Partners (Tennessee)
2544
Pinnacle Financial Partners (Tennessee)
Tennessee
$219M +$17.8M +9% 9.95% 86% 245 42.86% 0.4
TL
2545
TowerView LLC
New York
$219M +$12.4M +6% 15.9% 17.9% 24 33.33% 0.4
TSBJ
2546
Trevor, Stewart, Burton & Jacobsen
New York
$219M +$25.1M +13% 10.3% – 61 14.75% 0.4
SIA
2547
Spruce Investment Advisors
Connecticut
$219M +$79.5M +57% 7.84% 23.5% 23 39.13% 0.4
CAM
2548
CG Asset Management
New York
$218M – – 14.8% 62.7% 126 – 0
Merion Investment Management
2549
Merion Investment Management
Florida
$218M – – 12.4% 27.6% 15 – 0
Roundview Capital
2550
Roundview Capital
New Jersey
$218M +$25.6M +13% 8.73% 77.7% 136 16.18% 0.4