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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)
Baldwin Investment Management
2726
Baldwin Investment Management
Pennsylvania
$223M -$4.44M -2% 3.89% 74.8% 130 6.92% 2.2
HCP
2727
Holt Capital Partners
Texas
$222M -$17.8M -7% 2.84% 69.5% 237 54.43% 1.7
YP
2728
Yellowstone Partners
Idaho
$222M +$10.8M +5% 1.78% – 255 28.63% 1.2
Ipswich Investment Management
2729
Ipswich Investment Management
Massachusetts
$222M +$11.7M +6% 6.89% 104% 148 12.16% 1.8
Sapphire Ventures (GPE) I
2730
Sapphire Ventures (GPE) I
California
$222M +$124M +127% 2.82% – 10 30% 0.7
Nadler Financial Group
2731
Nadler Financial Group
Illinois
$222M +$21.6M +11% 5.48% 81.8% 88 11.36% 1.8
Verity & Verity
2732
Verity & Verity
South Carolina
$220M +$16.2M +8% 6.47% 90.4% 76 11.84% 1.8
Stonehage Fleming (UK)
2733
Stonehage Fleming (UK)
United Kingdom
$220M +$10.4M +5% 5.22% – 223 17.94% 1.1
AMG
2734
Asset Management Group
Connecticut
$220M +$6.89M +3% 3.2% 57% 103 5.83% 2
Hanson & Doremus Investment Management
2735
Hanson & Doremus Investment Management
Vermont
$220M +$12.5M +6% 6.42% 86.3% 497 11.27% 1.9
Private Vista
2736
Private Vista
Illinois
$220M – – 1.28% 10.1% 45 – 0
TIFF Advisory Services
2737
TIFF Advisory Services
Pennsylvania
$220M +$35.9M +20% 3.03% 86.3% 3 33.33% 0.9
Harvest Capital Management
2738
Harvest Capital Management
New Hampshire
$220M -$3.07M -1% 4.02% 19.5% 89 14.61% 1.7
Venturi Wealth Management
2739
Venturi Wealth Management
Texas
$220M – – 5.45% 101% 119 – 0
Stairway Partners
2740
Stairway Partners
Illinois
$220M +$6.32M +3% 3.56% 48.1% 9 11.11% 2.2
Archford Capital Strategies
2741
Archford Capital Strategies
Illinois
$220M +$86.1M +64% 5.1% 87.4% 890 18.31% 1.3
AAM
2742
AR Asset Management
California
$220M -$5.32M -2% 4.34% 64.9% 116 8.62% 2.2
Univest Financial
2743
Univest Financial
Pennsylvania
$219M +$14.8M +7% 6.34% 82.6% 95 11.58% 1.9
Rosenblum Silverman Sutton
2744
Rosenblum Silverman Sutton
California
$219M +$9.37M +4% 10.6% 90.1% 70 22.86% 1.5
Matterhorn Capital Management
2745
Matterhorn Capital Management
Texas
$219M +$11.4M +5% 4.21% 38.8% 58 25.86% 1.6
Peak Financial Management
2746
Peak Financial Management
Massachusetts
$219M – – 3.86% 58.2% 30 – 0
Summit Financial Wealth Advisors
2747
Summit Financial Wealth Advisors
Louisiana
$219M +$63.8M +41% 5.5% 71.4% 250 64.4% 0.7
TRIM
2748
Thompson Rubinstein Investment Management
Oregon
$218M -$6.54M -3% 5.74% 42.8% 77 7.79% 2.2
Gallagher Fiduciary Advisors
2749
Gallagher Fiduciary Advisors
Illinois
$218M +$15.7M +8% 5.19% 25.1% 5 20% 1.3
Gagnon Securities
2750
Gagnon Securities
New York
$218M +$13.9M +7% 11.8% 129% 90 6.67% 1.8