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