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