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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
BIM
2651
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| $242M | -$10.9M | -4% | 3.38% | 74.8% | 136 | 4.41% | 1.8 |
|
| 2652 |
FFA
2652
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $242M | -$11.6M | -5% | 0.57% | 73.7% | 53 | 37.74% | 0.8 |
|
| 2653 |
SAM
2653
SignalPoint Asset Management
Springfield,
Missouri
| $242M | $0 | 0% | 2.44% | 36% | 202 | 0% | 1.4 |
|
| 2654 |
FIG
2654
FundX Investment Group
San Francisco,
California
| $241M | -$82.8M | -26% | 0.19% | 94.6% | 29 | 51.72% | 0.5 |
|
| 2655 |
HF
2655
Hoxton Financial
Shepherdstown,
West Virginia
| $241M | +$5.28M | +2% | 0.52% | 15.3% | 378 | 12.17% | 1.3 |
|
| 2656 |
WAM
2656
Wavelength Asset Management
New York
| $241M | +$135M | +126% | 3.07% | – | 39 | 84.62% | 0.1 |
|
| 2657 |
NGA
2657
New Generation Advisors
Manchester,
Massachusetts
| $241M | -$31.7M | -12% | 1.59% | 45.1% | 40 | 12.5% | 1.4 |
|
| 2658 |
TAM
2658
Toscafund Asset Management
London,
United Kingdom
| $240M | +$33.3M | +16% | 2.56% | 80.9% | 10 | 50% | 1.1 |
|
| 2659 |
HAIM
2659
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $240M | -$13.5M | -5% | 2.65% | 76.1% | 146 | 5.48% | 1.7 |
|
| 2660 |
PRCP
2660
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $240M | -$12.1M | -5% | 0.68% | 149% | 155 | 4.52% | 1.4 |
|
| 2661 |
ICM
2661
Indaba Capital Management
San Francisco,
California
| $240M | +$34.1M | +17% | 5.53% | 66.7% | 13 | 46.15% | 0.5 |
|
| 2662 |
2662
Avidian Wealth Enterprises
Houston,
Texas
| $240M | +$3.48M | +1% | 0.74% | 71.7% | 50 | 42% | 0.8 |
|
| 2663 |
UFG
2663
United Fire Group
Cedar Rapids,
Iowa
| $240M | +$1.49M | +0.6% | 1.02% | 27.4% | 116 | 3.45% | 1.9 |
|
| 2664 |
NAMP
2664
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $239M | +$6.26M | +3% | 0.19% | 73.1% | 108 | 7.41% | 1.7 |
|
| 2665 |
NL
2665
NWAM LLC
Mercer Island,
Washington
| $239M | +$5.16M | +2% | 1.02% | 112% | 290 | 27.59% | 1.3 |
|
| 2666 |
BL
2666
BCWM LLC
Overland Park,
Kansas
| $239M | +$23.3M | +11% | 0.15% | – | 102 | 18.63% | 1.3 |
|
| 2667 |
F
2667
FolioMetrix
Omaha,
Nebraska
| $239M | +$40.7M | +21% | 1.79% | – | 296 | 48.31% | 0.3 |
|
| 2668 |
SCM
2668
Stonehill Capital Management
New York
| $238M | -$58.8M | -20% | 2.88% | 117% | 11 | 18.18% | 1.1 |
|
| 2669 |
TJHA
2669
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $238M | +$23.4M | +11% | 2.76% | 17.7% | 327 | 16.82% | 1.2 |
|
| 2670 |
LI
2670
Lafayette Investments
Ashton,
Maryland
| $238M | +$2.1M | +0.9% | 1.18% | 77.9% | 71 | 7.04% | 1.7 |
|
| 2671 |
CCM
2671
Castine Capital Management
Boston,
Massachusetts
| $238M | +$3.98M | +2% | 4.66% | 13.9% | 54 | 20.37% | 1.2 |
|
| 2672 |
PWW
2672
Pettyjohn Wood & White
Lynchburg,
Virginia
| $237M | -$3.84M | -2% | 1.11% | 70.9% | 135 | 11.11% | 1.5 |
|
| 2673 |
2673
Sequoia Financial Advisors
Akron,
Ohio
| $237M | +$18.4M | +8% | 1.77% | 78.3% | 206 | 20.87% | 0.9 |
|
| 2674 |
SRCM
2674
Swift Run Capital Management
Charlottesville,
Virginia
| $237M | +$7.33M | +3% | 0.13% | 9.9% | 59 | 5.08% | 0.8 |
|
| 2675 |
HFS
2675
Haverford Financial Services
Radnor,
Pennsylvania
| $237M | -$10.1M | -4% | 0.7% | 57.9% | 44 | 2.27% | 1.6 |
|