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