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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
CA
2701
Calton & Associates
Florida
$328M +$56.4M +21% 11.4% 73.9% 289 31.49%
PA
2702
PFG Advisors
Arizona
$328M +$9.41M +3% 12.6% 77.4% 316 16.46%
DWM
2703
Dorchester Wealth Management
Quebec, Canada
$328M +$40.7M +14% 12.6% 18.3% 135 16.3%
FPFS
2704
First Personal Financial Services
North Carolina
$328M +$37.9M +13% 12.2% 31.5% 712 12.08%
CPA
2705
Capital Planning Advisors
California
$328M +$52.9M +19% 12.8% 64.2% 126 15.87%
AIM
2706
AIA Investment Management
Singapore
$327M +$85.1M +35% 27.6% 63.3% 14 28.57%
MBT
2707
Montecito Bank & Trust
California
$327M +$37.8M +13% 12% 215 14.42%
KCMH
2708
Kontiki Capital Management (HK)
Hong Kong
$327M +$100M +44% 36.1% 90.6% 7 42.86%
AFIA
2709
America First Investment Advisors
Nebraska
$326M +$27.1M +9% 10.5% 78.2% 96 6.25%
CCM
2710
Corsair Capital Management
New York
$326M +$12.6M +4% 17.5% 435% 75 26.67%
SW
2711
SlateStone Wealth
Florida
$326M +$108M +50% 13% 79.1% 165 44.24%
FHC
2712
Forest Hill Capital
Arkansas
$325M +$8.81M +3% 6.75% 112% 61 14.75%
YRHAM
2713
Yong Rong (HK) Asset Management
Hong Kong
$325M +$177M +119% 17.9% 2,310% 33 69.7%
SFG
2714
StrategIQ Financial Group
Indiana
$325M +$33.2M +11% 8.89% 12.6% 195 10.26%
GIPM
2715
G2 Investment Partners Management
New York
$325M +$84.4M +35% 24.1% 1,145% 84 50%
HJA
2716
Hugh Johnson Advisors
New York
$325M +$53.4M +20% 12.1% 41.5% 94 11.7%
GBCP
2717
Glade Brook Capital Partners
Connecticut
$325M 0% 1
AIIMS
2718
Analyst IMS Investment Management Services
Israel
$325M -$302M -48% 15.8% 99.4% 108 19.44%
PIM
2719
Parker Investment Management
California
$323M +$58.7M +22% 14% 208% 42 35.71%
PMFA
2720
Plante Moran Financial Advisors
Michigan
$323M +$35.5M +12% 14.1% 62.8% 1,014 32.25%
LWIC
2721
Leith Wheeler Investment Counsel
British Columbia, Canada
$323M +$54.9M +20% 14.7% 52.3% 32 15.63%
CCM
2722
Castine Capital Management
Massachusetts
$323M +$30.1M +10% 8.07% 13.9% 48 39.58%
VIMU
2723
Veritas Investment Management (UK)
United Kingdom
$322M +$15.8M +5% 13.2% 151% 37 5.41%
MAA
2724
Mraz Amerine & Associates
California
$322M +$19.9M +7% 6.92% 69.8% 168 12.5%
PFA
2725
Pathway Financial Advisors
Vermont
$322M +$144M +81% 7.02% 48.4% 101 16.83%