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
2551
Baldwin Investment Management
Pennsylvania
$242M -$10.9M -4% 136
FFA
2552
Fragasso Financial Advisors
Pennsylvania
$242M -$11.6M -5% 53
SAM
2553
SignalPoint Asset Management
Missouri
$242M $0 0% 202
FIG
2554
FundX Investment Group
California
$241M -$82.8M -26% 29
HF
2555
Hoxton Financial
West Virginia
$241M +$5.28M +2% 379
WAM
2556
Wavelength Asset Management
New York
$241M +$135M +126% 39
TAM
2557
Toscafund Asset Management
United Kingdom
$240M +$33.3M +16% 10
HAIM
2558
Hunter Associates Investment Management
Pennsylvania
$240M -$13.5M -5% 146
PRCP
2559
Pacific Ridge Capital Partners
Oregon
$240M -$12.1M -5% 155
ICM
2560
Indaba Capital Management
California
$240M +$34.1M +17% 14
AWE
2561
Avidian Wealth Enterprises
Texas
$240M +$3.48M +1% 50
UFG
2562
United Fire Group
Iowa
$240M +$1.49M +0.6% 116
NAMP
2563
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239M +$6.26M +3% 108
NL
2564
NWAM LLC
Washington
$239M +$9.05M +4% 285
BL
2565
BCWM LLC
Kansas
$239M -$1.92B -89% 102
F
2566
FolioMetrix
Nebraska
$239M +$40.7M +21% 296
SCM
2567
Stonehill Capital Management
New York
$238M -$58.8M -20% 11
TJHA
2568
Thomas J. Herzfeld Advisors
Florida
$238M +$23.4M +11% 327
LI
2569
Lafayette Investments
Maryland
$238M +$2.1M +0.9% 71
CCM
2570
Castine Capital Management
Massachusetts
$238M +$3.98M +2% 54
PWW
2571
Pettyjohn Wood & White
Virginia
$237M -$3.84M -2% 135
SFA
2572
Sequoia Financial Advisors
Ohio
$237M +$18.4M +8% 206
SRCM
2573
Swift Run Capital Management
Virginia
$237M +$7.33M +3% 59
HFS
2574
Haverford Financial Services
Pennsylvania
$237M -$10.1M -4% 44
HS
2575
Huntington Steele
Pennsylvania
$236M +$2.57M +1% 52