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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
BIM
2726
Baldwin Investment Management
Pennsylvania
$223M -$4.44M -2% 3.89% 74.8% 130 6.92%
HCP
2727
Holt Capital Partners
Texas
$222M -$17.8M -7% 2.84% 69.5% 237 54.43%
YP
2728
Yellowstone Partners
Idaho
$222M +$10.8M +5% 1.78% 255 28.63%
IIM
2729
Ipswich Investment Management
Massachusetts
$222M +$11.7M +6% 6.89% 92.8% 148 12.16%
SVGI
2730
Sapphire Ventures (GPE) I
California
$222M +$124M +127% 2.82% 10 30%
NFG
2731
Nadler Financial Group
Illinois
$222M +$21.6M +11% 5.48% 72.4% 88 11.36%
VV
2732
Verity & Verity
South Carolina
$220M +$16.2M +8% 6.47% 76.4% 76 11.84%
AMG
2733
Asset Management Group
Connecticut
$220M +$6.89M +3% 3.2% 57% 103 5.83%
HDIM
2734
Hanson & Doremus Investment Management
Vermont
$220M +$12.5M +6% 6.42% 80.8% 497 11.27%
PV
2735
Private Vista
Illinois
$220M 1.28% 10.1% 45
TAS
2736
TIFF Advisory Services
Pennsylvania
$220M +$35.9M +20% 3.03% 85.9% 3 33.33%
HCM
2737
Harvest Capital Management
New Hampshire
$220M -$3.07M -1% 4.02% 19.5% 89 14.61%
VWM
2738
Venturi Wealth Management
Texas
$220M 5.45% 101% 119
SP
2739
Stairway Partners
Illinois
$220M +$6.32M +3% 3.56% 43.9% 9 11.11%
ACS
2740
Archford Capital Strategies
Illinois
$220M +$86.1M +64% 5.1% 76.2% 890 18.31%
SFU
2741
Stonehage Fleming (UK)
United Kingdom
$220M +$10.5M +5% 5.24% 223 17.94%
AAM
2742
AR Asset Management
California
$220M -$5.32M -2% 4.34% 64.9% 116 8.62%
UF
2743
Univest Financial
Pennsylvania
$219M +$14.8M +7% 6.34% 82.6% 95 11.58%
RSS
2744
Rosenblum Silverman Sutton
California
$219M +$9.37M +4% 10.6% 90.1% 70 22.86%
MCM
2745
Matterhorn Capital Management
Texas
$219M +$11.4M +5% 4.21% 38.8% 58 25.86%
PFM
2746
Peak Financial Management
Massachusetts
$219M 3.86% 51.8% 30
SFWA
2747
Summit Financial Wealth Advisors
Louisiana
$219M +$63.8M +41% 5.5% 61.5% 250 64.4%
TRIM
2748
Thompson Rubinstein Investment Management
Oregon
$218M -$6.54M -3% 5.74% 42.8% 77 7.79%
GFA
2749
Gallagher Fiduciary Advisors
Illinois
$218M +$15.7M +8% 5.19% 25.1% 5 20%
GS
2750
Gagnon Securities
New York
$218M +$13.9M +7% 11.8% 129% 90 6.67%