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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)
BIM
2651
Baldwin Investment Management
Pennsylvania
$242M -$10.9M -4% 3.38% 74.8% 136 4.41% 1.8
FFA
2652
Fragasso Financial Advisors
Pennsylvania
$242M -$11.6M -5% 0.57% 73.7% 53 37.74% 0.8
SAM
2653
SignalPoint Asset Management
Missouri
$242M $0 0% 2.44% 36% 202 0% 1.4
FIG
2654
FundX Investment Group
California
$241M -$82.8M -26% 0.19% 94.6% 29 51.72% 0.5
HF
2655
Hoxton Financial
West Virginia
$241M +$5.28M +2% 0.52% 15.3% 378 12.17% 1.3
WAM
2656
Wavelength Asset Management
New York
$241M +$135M +126% 3.07% – 39 84.62% 0.1
NGA
2657
New Generation Advisors
Massachusetts
$241M -$31.7M -12% 1.59% 45.1% 40 12.5% 1.4
TAM
2658
Toscafund Asset Management
United Kingdom
$240M +$33.3M +16% 2.56% 80.9% 10 50% 1.1
HAIM
2659
Hunter Associates Investment Management
Pennsylvania
$240M -$13.5M -5% 2.65% 76.1% 146 5.48% 1.7
PRCP
2660
Pacific Ridge Capital Partners
Oregon
$240M -$12.1M -5% 0.68% 149% 155 4.52% 1.4
ICM
2661
Indaba Capital Management
California
$240M +$34.1M +17% 5.53% 66.7% 13 46.15% 0.5
Avidian Wealth Enterprises
2662
Avidian Wealth Enterprises
Texas
$240M +$3.48M +1% 0.74% 71.7% 50 42% 0.8
UFG
2663
United Fire Group
Iowa
$240M +$1.49M +0.6% 1.02% 27.4% 116 3.45% 1.9
NAMP
2664
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239M +$6.26M +3% 0.19% 73.1% 108 7.41% 1.7
NL
2665
NWAM LLC
Washington
$239M +$5.16M +2% 1.02% 112% 290 27.59% 1.3
BL
2666
BCWM LLC
Kansas
$239M +$23.3M +11% 0.15% – 102 18.63% 1.3
F
2667
FolioMetrix
Nebraska
$239M +$40.7M +21% 1.79% – 296 48.31% 0.3
SCM
2668
Stonehill Capital Management
New York
$238M -$58.8M -20% 2.88% 117% 11 18.18% 1.1
TJHA
2669
Thomas J. Herzfeld Advisors
Florida
$238M +$23.4M +11% 2.76% 17.7% 327 16.82% 1.2
LI
2670
Lafayette Investments
Maryland
$238M +$2.1M +0.9% 1.18% 77.9% 71 7.04% 1.7
CCM
2671
Castine Capital Management
Massachusetts
$238M +$3.98M +2% 4.66% 13.9% 54 20.37% 1.2
PWW
2672
Pettyjohn Wood & White
Virginia
$237M -$3.84M -2% 1.11% 70.9% 135 11.11% 1.5
Sequoia Financial Advisors
2673
Sequoia Financial Advisors
Ohio
$237M +$18.4M +8% 1.77% 78.3% 206 20.87% 0.9
SRCM
2674
Swift Run Capital Management
Virginia
$237M +$7.33M +3% 0.13% 9.9% 59 5.08% 0.8
HFS
2675
Haverford Financial Services
Pennsylvania
$237M -$10.1M -4% 0.7% 57.9% 44 2.27% 1.6