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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Financial Enhancement Group
Anderson,
Indiana
| $329M | +$10.4M | +3% | 9.41% | 62.2% | 350 | 37.71% | 1 |
|
| 2702 |
2702
Calton & Associates
Tampa,
Florida
| $328M | +$56.4M | +21% | 11.4% | 73.9% | 289 | 31.49% | 0.8 |
|
| 2703 |
2703
PFG Advisors
Phoenix,
Arizona
| $328M | +$9.41M | +3% | 12.6% | 82.7% | 316 | 16.46% | 0.7 |
|
| 2704 |
2704
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $328M | +$40.7M | +14% | 12.6% | 18.3% | 135 | 16.3% | 2.4 |
|
| 2705 |
FPFS
2705
First Personal Financial Services
Charlotte,
North Carolina
| $328M | +$37.9M | +13% | 12.2% | 31.5% | 712 | 12.08% | 2.3 |
|
| 2706 |
2706
Capital Planning Advisors
Roseville,
California
| $328M | +$52.9M | +19% | 12.8% | 64.2% | 126 | 15.87% | 2.1 |
|
| 2707 |
2707
AIA Investment Management
Singapore
| $327M | +$85.1M | +35% | 27.6% | 63.3% | 14 | 28.57% | 0.8 |
|
| 2708 |
2708
Montecito Bank & Trust
Santa Barbara,
California
| $327M | +$37.8M | +13% | 12% | – | 215 | 14.42% | 2.9 |
|
| 2709 |
2709
Kontiki Capital Management (HK)
Hong Kong
| $327M | +$100M | +44% | 36.1% | 90.6% | 7 | 42.86% | 0.8 |
|
| 2710 |
2710
America First Investment Advisors
Omaha,
Nebraska
| $326M | +$27.1M | +9% | 10.5% | 78.2% | 96 | 6.25% | 4.3 |
|
| 2711 |
2711
Corsair Capital Management
New York
| $326M | +$12.6M | +4% | 17.5% | 435% | 75 | 26.67% | 1.8 |
|
| 2712 |
2712
SlateStone Wealth
Jupiter,
Florida
| $326M | +$108M | +50% | 13% | 79.1% | 165 | 44.24% | 0.1 |
|
| 2713 |
2713
Forest Hill Capital
Little Rock,
Arkansas
| $325M | +$8.81M | +3% | 6.75% | 112% | 61 | 14.75% | 3 |
|
| 2714 |
YRHAM
2714
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $325M | +$177M | +119% | 17.9% | 2,310% | 33 | 69.7% | 0.3 |
|
| 2715 |
2715
StrategIQ Financial Group
Merrillville,
Indiana
| $325M | +$33.2M | +11% | 8.89% | 12.6% | 195 | 10.26% | 2 |
|
| 2716 |
2716
G2 Investment Partners Management
New York
| $325M | +$84.4M | +35% | 24.1% | 1,145% | 84 | 50% | 1 |
|
| 2717 |
HJA
2717
Hugh Johnson Advisors
Albany,
New York
| $325M | +$53.4M | +20% | 12.1% | 41.5% | 94 | 11.7% | 3.8 |
|
| 2718 |
2718
Glade Brook Capital Partners
Greenwich,
Connecticut
| $325M | – | – | 0% | – | 1 | – | 0 |
|
| 2719 |
2719
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $325M | -$302M | -48% | 15.8% | 99.4% | 108 | 19.44% | 3 |
|
| 2720 |
2720
Parker Investment Management
Menlo Park,
California
| $323M | +$58.7M | +22% | 14% | 208% | 42 | 35.71% | 1.1 |
|
| 2721 |
2721
Plante Moran Financial Advisors
Southfield,
Michigan
| $323M | +$35.5M | +12% | 14.1% | 62.8% | 1,014 | 32.25% | 3 |
|
| 2722 |
2722
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| $323M | +$54.9M | +20% | 14.7% | 52.3% | 32 | 15.63% | 1.5 |
|
| 2723 |
CCM
2723
Castine Capital Management
Boston,
Massachusetts
| $323M | +$30.1M | +10% | 8.07% | 13.9% | 48 | 39.58% | 1.7 |
|
| 2724 |
2724
Veritas Investment Management (UK)
London,
United Kingdom
| $322M | +$15.8M | +5% | 13.2% | 151% | 37 | 5.41% | 3.1 |
|
| 2725 |
MAA
2725
Mraz Amerine & Associates
Modesto,
California
| $322M | +$19.9M | +7% | 6.92% | 63.2% | 168 | 12.5% | 3.6 |
|