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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
IIM
2626
Ipswich Investment Management
Massachusetts
$222M +$11.7M +6% 6.89% 92.8% 148 12.16%
SVGI
2627
Sapphire Ventures (GPE) I
California
$222M +$124M +127% 2.82% 10 30%
NFG
2628
Nadler Financial Group
Illinois
$222M +$21.6M +11% 5.48% 64.4% 88 11.36%
VV
2629
Verity & Verity
South Carolina
$220M +$16.2M +8% 6.47% 56% 76 11.84%
AMG
2630
Asset Management Group
Connecticut
$220M +$6.89M +3% 3.2% 45% 103 5.83%
HDIM
2631
Hanson & Doremus Investment Management
Vermont
$220M +$12.5M +6% 6.42% 58.8% 497 11.27%
TAS
2632
TIFF Advisory Services
Pennsylvania
$220M +$35.9M +20% 3.03% 80.1% 3 33.33%
HCM
2633
Harvest Capital Management
New Hampshire
$220M -$3.07M -1% 4.02% 19.5% 89 14.61%
VWM
2634
Venturi Wealth Management
Texas
$220M 5.45% 101% 119
SP
2635
Stairway Partners
Illinois
$220M +$6.32M +3% 3.56% 43.9% 9 11.11%
ACS
2636
Archford Capital Strategies
Illinois
$220M +$86.1M +64% 5.1% 76.2% 890 18.31%
SFU
2637
Stonehage Fleming (UK)
United Kingdom
$220M +$10.5M +5% 5.24% 223 17.94%
AAM
2638
AR Asset Management
California
$220M -$5.32M -2% 4.34% 59.5% 116 8.62%
UF
2639
Univest Financial
Pennsylvania
$219M +$14.8M +7% 6.34% 60.6% 95 11.58%
RSS
2640
Rosenblum Silverman Sutton
California
$219M +$9.37M +4% 10.6% 95.4% 70 22.86%
MCM
2641
Matterhorn Capital Management
Texas
$219M +$11.4M +5% 4.21% 38.8% 58 25.86%
SFWA
2642
Summit Financial Wealth Advisors
Louisiana
$219M +$63.8M +41% 5.5% 61.5% 250 64.4%
TRIM
2643
Thompson Rubinstein Investment Management
Oregon
$218M -$6.54M -3% 5.74% 42.8% 77 7.79%
GFA
2644
Gallagher Fiduciary Advisors
Illinois
$218M +$15.7M +8% 5.19% 33.7% 5 20%
GS
2645
Gagnon Securities
New York
$218M +$13.9M +7% 11.8% 89.9% 90 6.67%
AFA
2646
Abacus FCF Advisors
Florida
$218M +$24.5M +13% 4.68% 142% 142 64.79%
CIM
2647
CIM Investment Management
Pennsylvania
$218M +$11M +5% 7.12% 88.6% 278 19.78%
CLC
2648
Charles-Lim Capital
Hong Kong
$218M -$16.9M -7% 12.4% 21.5% 6 0%
GA
2649
Gateway Advisory
New Jersey
$218M +$7.34M +3% 1.96% 26% 49 32.65%
ACP
2650
Andalusian Capital Partners
Connecticut
$218M -$47.6M -18% 6.35% 67 53.73%