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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
NGA
2601
New Generation Advisors
Massachusetts
$241M -$31.7M -12% 1.59% 45.1% 40 12.5%
TAM
2602
Toscafund Asset Management
United Kingdom
$240M +$33.3M +16% 2.56% 80.9% 10 50%
HAIM
2603
Hunter Associates Investment Management
Pennsylvania
$240M -$13.5M -5% 2.66% 76.1% 146 5.48%
PRCP
2604
Pacific Ridge Capital Partners
Oregon
$240M -$12.1M -5% 0.68% 112% 155 4.52%
ICM
2605
Indaba Capital Management
California
$240M +$34.1M +17% 5.53% 66.7% 13 46.15%
AWE
2606
Avidian Wealth Enterprises
Texas
$240M +$3.48M +1% 0.74% 63.7% 50 42%
UFG
2607
United Fire Group
Iowa
$240M +$1.49M +0.6% 1.01% 27.4% 116 3.45%
NAMP
2608
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239M +$6.26M +3% 0.19% 58.7% 108 7.41%
NL
2609
NWAM LLC
Washington
$239M +$5.16M +2% 1.02% 112% 290 27.59%
BL
2610
BCWM LLC
Kansas
$239M -$1.92B -89% 0.15% 102 18.63%
F
2611
FolioMetrix
Nebraska
$239M +$40.7M +21% 1.79% 296 48.31%
SCM
2612
Stonehill Capital Management
New York
$238M -$58.8M -20% 2.88% 145% 11 18.18%
TJHA
2613
Thomas J. Herzfeld Advisors
Florida
$238M +$23.4M +11% 2.76% 17.9% 327 16.82%
LI
2614
Lafayette Investments
Maryland
$238M +$2.1M +0.9% 1.18% 63.2% 71 7.04%
CCM
2615
Castine Capital Management
Massachusetts
$238M +$3.98M +2% 4.66% 13.9% 54 20.37%
PWW
2616
Pettyjohn Wood & White
Virginia
$237M -$3.84M -2% 1.11% 62.7% 135 11.11%
SFA
2617
Sequoia Financial Advisors
Ohio
$237M +$18.4M +8% 1.77% 78.3% 206 20.87%
SRCM
2618
Swift Run Capital Management
Virginia
$237M +$7.33M +3% 0.13% 9.9% 59 5.08%
HFS
2619
Haverford Financial Services
Pennsylvania
$237M -$10.1M -4% 0.7% 57.8% 44 2.27%
HS
2620
Huntington Steele
Pennsylvania
$236M +$2.57M +1% 2.32% 69.8% 52 3.85%
SFG
2621
Sather Financial Group
Texas
$236M +$6.68M +3% 1.05% 61.5% 53 15.09%
BWFM
2622
Bridgewater Wealth & Financial Management
Maryland
$236M +$1.39M +0.6% 0.14% 30.8% 79 3.8%
FBT
2623
First Bankers Trust
Kentucky
$236M +$2.54M +1% 0.34% 78.9% 152 5.92%
FC
2624
Forte Capital
New York
$235M +$2.23M +1% 0.41% 98.3% 161 7.45%
LA
2625
LVW Advisors
New York
$235M +$24.9M +12% 0.23% 71.5% 158 13.29%