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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)
BCB
2701
Brian C. Broderick
$235M -$3.07M -1% 3.56% 98.6% 103 4.85% 2.5
WPC
2702
White Pine Capital
Minnesota
$235M -$3M -1% 5.51% 143% 225 10.22% 2.4
GJCM
2703
Grand Jean Capital Management
California
$234M +$2.5M +1% 6.61% 61.4% 36 8.33% 2
LYV
2704
Live Your Vision
Pennsylvania
$234M +$14.7M +7% 2.52% 17.9% 319 81.5% 0.4
FFS
2705
Founders Financial Securities
Maryland
$234M +$15.8M +7% 4.37% 64.3% 97 44.33% 0.9
BIM
2706
Baldwin Investment Management
Pennsylvania
$234M +$1.07M +0.5% 1.96% 74.8% 123 4.88% 2.8
NorthRock Partners
2707
NorthRock Partners
Minnesota
$234M +$10.4M +5% 3.98% 62.8% 55 21.82% 1
FAG
2708
Financial Advisory Group
Texas
$233M +$27.7M +13% 2.44% 20.6% 63 6.35% 2.2
SCM
2709
Stonebridge Capital Management
California
$233M +$13.5M +6% 3.58% – 143 15.38% 2.3
Cetera Investment Advisers
2710
Cetera Investment Advisers
Illinois
$233M -$22.5M -9% 2.55% 73.4% 334 27.54% 0.6
HAIM
2711
Hunter Associates Investment Management
Pennsylvania
$233M +$1.97M +0.9% 2.3% 76.1% 166 14.46% 2.4
TW
2712
Transform Wealth
Colorado
$233M -$5.11M -2% 3.28% 48.4% 220 12.27% 0.2
HFS
2713
Haverford Financial Services
Pennsylvania
$233M -$4.28M -2% 1.27% 57.9% 61 4.92% 2
CRB
2714
Chad R. Baker
$233M +$8.39M +4% 3.02% 108% 61 8.2% 0.7
NCM
2715
Noesis Capital Mangement
Florida
$232M +$7.59M +3% 4.04% 128% 88 9.09% 2.5
FLAM
2716
First Light Asset Management
Minnesota
$232M +$16.4M +8% 17.6% 364% 71 12.68% 1.9
FIM
2717
Friedberg Investment Management
Texas
$232M +$20.3M +10% 1.78% 44.8% 104 21.15% 1.7
FP
2718
FDO Partners
Massachusetts
$232M +$47.4M +26% 0.03% – 284 73.24% 0.2
PA
2719
Probity Advisors
Texas
$232M +$8.57M +4% 3.47% 55.8% 142 11.97% 0.2
CIA
2720
Capital Impact Advisors
Massachusetts
$232M +$17.9M +8% 8.74% – 224 4.02% 1.5
TI
2721
Think Investments
California
$232M -$84.9M -27% 21.3% 285% 10 30% 0.9
AAM
2722
AR Asset Management
California
$231M -$6.84M -3% 0.63% 64.9% 119 3.36% 2.6
CHC
2723
City Holding Co
West Virginia
$231M +$6.85M +3% 2.67% 81.3% 595 8.4% 1.9
MP
2724
Mediatel Partners
Texas
$231M +$917K +0.4% 0.47% 11.6% 2 0% 3.3
PFM
2725
Peak Financial Management
Massachusetts
$231M +$6.88M +3% 3.19% 51.8% 35 17.14% 0.5