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
PRCP
2551
Pacific Ridge Capital Partners
Oregon
$240M -$12.1M -5% 155
ICM
2552
Indaba Capital Management
California
$240M +$34.1M +17% 14
AWE
2553
Avidian Wealth Enterprises
Texas
$240M +$3.48M +1% 50
UFG
2554
United Fire Group
Iowa
$240M +$1.49M +0.6% 116
NAMP
2555
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239M +$6.26M +3% 108
NL
2556
NWAM LLC
Washington
$239M +$9.05M +4% 285
BL
2557
BCWM LLC
Kansas
$239M -$1.92B -89% 102
F
2558
FolioMetrix
Nebraska
$239M +$40.7M +21% 296
SCM
2559
Stonehill Capital Management
New York
$238M -$58.8M -20% 11
TJHA
2560
Thomas J. Herzfeld Advisors
Florida
$238M +$23.4M +11% 327
LI
2561
Lafayette Investments
Maryland
$238M +$2.1M +0.9% 71
CCM
2562
Castine Capital Management
Massachusetts
$238M +$3.98M +2% 54
PWW
2563
Pettyjohn Wood & White
Virginia
$237M -$3.84M -2% 135
SFA
2564
Sequoia Financial Advisors
Ohio
$237M +$18.4M +8% 206
SRCM
2565
Swift Run Capital Management
Virginia
$237M +$7.33M +3% 59
HFS
2566
Haverford Financial Services
Pennsylvania
$237M -$10.1M -4% 44
HS
2567
Huntington Steele
Pennsylvania
$236M +$2.57M +1% 52
SFG
2568
Sather Financial Group
Texas
$236M +$6.68M +3% 53
BWFM
2569
Bridgewater Wealth & Financial Management
Maryland
$236M +$1.39M +0.6% 79
FBT
2570
First Bankers Trust
Kentucky
$236M +$2.54M +1% 152
FC
2571
Forte Capital
New York
$235M +$2.23M +1% 161
LA
2572
LVW Advisors
New York
$235M +$24.9M +12% 160
WCA
2573
Whetstone Capital Advisors
Kansas
$235M +$28.5M +14% 37
BCB
2574
Brian C. Broderick
$235M -$6.24M -3% 105
BFG
2575
Bouchey Financial Group
New York
$234M +$12.4M +6% 69