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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)
CIM
2626
CIM Investment Management
Pennsylvania
$241M +$11.8M +5% 1.52% 123% 321 23.99% 1.3
PVG Asset Management
2627
PVG Asset Management
Colorado
$241M -$14.5M -6% 0.98% – 84 36.9% 0.6
SCM
2628
Stonehill Capital Management
New York
$241M +$45.2M +23% 3.94% 117% 16 18.75% 1.1
Beddow Capital Management
2629
Beddow Capital Management
Wyoming
$241M +$17.4M +8% 14% 50.7% 44 6.82% 2.3
ICP
2630
IBIS Capital Partners
United Kingdom
$241M +$2.56M +1% 4.94% 35.1% 19 21.05% 1.2
Ashburton (Jersey)
2631
Ashburton (Jersey)
Jersey
$241M -$44.8M -16% 3.22% – 65 6.15% 0.5
Edge Wealth Management
2632
Edge Wealth Management
New York
$240M +$19.9M +9% 3.65% 75.3% 523 20.08% 1.7
NAMP
2633
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$240M +$5.67M +2% 2.52% 90.2% 113 3.54% 2.4
Verger Capital Management
2634
Verger Capital Management
North Carolina
$240M +$21.4M +10% 4.05% 58.3% 14 14.29% 0.9
SignalPoint Asset Management
2635
SignalPoint Asset Management
Missouri
$240M +$6.36M +3% 2.76% 36% 253 15.81% 1.9
Coliseum Capital Management
2636
Coliseum Capital Management
Connecticut
$240M -$18.2M -7% 7.22% 41.1% 11 18.18% 1.5
Stairway Partners
2637
Stairway Partners
Illinois
$239M +$1.67M +0.7% 0.59% 48.1% 9 0% 2.7
America First Investment Advisors
2638
America First Investment Advisors
Nebraska
$239M +$13.3M +6% 7.26% 78.2% 147 26.53% 2.5
Summit Financial Wealth Advisors
2639
Summit Financial Wealth Advisors
Louisiana
$239M +$10.8M +5% 5.06% 71.4% 159 23.27% 0.9
Axis Capital Holdings
2640
Axis Capital Holdings
$239M +$2.57M +1% 1.1% 67% 5 0% 2
Schooner Capital
2641
Schooner Capital
Florida
$239M -$29M -11% 17.5% 31.1% 1 0% 3
Herald Investment Management
2642
Herald Investment Management
United Kingdom
$239M +$3.63M +2% 8.05% 493% 81 3.7% 2.4
Strid Group
2643
Strid Group
Pennsylvania
$239M +$83M +53% 2.94% 50.4% 50 32% 0.4
Grace Capital
2644
Grace Capital
Massachusetts
$238M +$15.4M +7% 7.95% 127% 84 11.9% 2.1
AAM
2645
AR Asset Management
California
$238M +$8.23M +4% 3.89% 64.9% 119 5.04% 2.4
Pear Tree Advisors
2646
Pear Tree Advisors
Massachusetts
$238M -$6.19M -3% 1.66% 45.8% 113 12.39% 1.2
Transform Wealth
2647
Transform Wealth
Colorado
$238M – – 3.15% 48.4% 209 – 0
PAM
2648
PineView Asset Management
Connecticut
$238M +$35.8M +18% 1.45% – 27 33.33% 0.3
Brian C. Broderick
2649
Brian C. Broderick
$238M +$6.76M +3% 2.2% 98.6% 103 3.88% 2.2
White Pine Capital
2650
White Pine Capital
Minnesota
$238M +$3.91M +2% 3.1% 143% 226 10.62% 2.3