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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)
Anchor Investment Management
2576
Anchor Investment Management
South Carolina
$291M +$23.5M +9% 4.84% 75.1% 713 7.85% 0.9
CIM
2577
CIM Investment Management
Pennsylvania
$291M +$16.1M +6% 5.55% 123% 379 14.25% 1.5
SRFM
2578
Shannon River Fund Management
New York
$290M -$30.9M -10% 11.4% 554% 46 63.04% 0.9
Independent Portfolio Consultants
2579
Independent Portfolio Consultants
Florida
$290M -$14.3M -5% 5.77% 32.4% 958 30.27% 1.8
Dimension Capital Management
2580
Dimension Capital Management
Florida
$289M -$486K -0.2% 3.37% 65.5% 66 51.52% 0.1
Advisory Alpha
2581
Advisory Alpha
Michigan
$289M +$41.5M +17% 4.02% 50.3% 152 50% 0.9
Canal Insurance Company
2582
Canal Insurance Company
South Carolina
$289M +$6.96M +2% 2.31% 114% 94 20.21% 2.7
FAG
2583
Financial Advisory Group
Texas
$289M +$29.6M +11% 4.01% 20.6% 64 7.81% 2.6
CDIA
2584
Capital Directions Investment Advisors
Georgia
$289M +$11.2M +4% 5.88% 7.53% 90 11.11% 2.3
JPCCM
2585
J&P (China) Capital Management
China
$288M -$45.6M -14% 29.5% 84.4% 8 12.5% 2.1
Edge Wealth Management
2586
Edge Wealth Management
New York
$288M +$24.3M +9% 3.28% 75.3% 569 21.27% 1.9
Bouchey Financial Group
2587
Bouchey Financial Group
New York
$288M +$47M +20% 6.28% 66.7% 61 13.11% 2.2
Foundation Asset Management
2588
Foundation Asset Management
New York
$288M -$41.1M -13% 14.1% 126% 26 61.54% 1.2
Dorchester Wealth Management
2589
Dorchester Wealth Management
Quebec, Canada
$287M +$12.9M +5% 4.29% 18.3% 109 9.17% 1.4
Advocacy Wealth Management Services
2590
Advocacy Wealth Management Services
Georgia
$287M -$46.5M -14% 2.87% 48.3% 405 35.31% 1.5
Nadler Financial Group
2591
Nadler Financial Group
Illinois
$287M +$16.9M +6% 6.08% 72.4% 85 10.59% 2.8
Claar Advisors
2592
Claar Advisors
New York
$287M +$73.9M +35% 7.56% 65.5% 38 39.47% 0.7
Soma Equity Partners
2593
Soma Equity Partners
California
$286M +$96.7M +51% 2.42% 151% 16 31.25% 0.2
Bristlecone Advisors
2594
Bristlecone Advisors
Washington
$286M +$5.73M +2% 6.23% 103% 161 10.56% 1
Yorktown Energy Partners IX
2595
Yorktown Energy Partners IX
New York
$286M +$131M +85% 18% 67.3% 2 50% 0.1
Credential Securities
2596
Credential Securities
$285M +$34.7M +14% 5.37% 32.5% 290 16.9% 2
JCIC Asset Management
2597
JCIC Asset Management
Ontario, Canada
$285M -$10.5M -4% 4.73% – 61 13.11% 2.2
Farmers Trust Company
2598
Farmers Trust Company
Ohio
$284M -$5.76M -2% 5.3% 73.5% 144 16.67% 2.7
HCP
2599
Holt Capital Partners
Texas
$284M +$13.8M +5% 3.69% 69.5% 137 3.65% 2.4
Contravisory Investment Management
2600
Contravisory Investment Management
Massachusetts
$284M -$10.3M -4% 6.92% 135% 351 35.9% 0.8