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