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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
SFM
2826
Signature Financial Management
Norfolk,
Virginia
| $205M | -$306K | -0.1% | 0.71% | 20.8% | 120 | 15% | 1.6 |
|
| 2827 |
2827
Keating Investment Counselors
Delray Beach,
Florida
| $204M | +$4.73M | +2% | 4.9% | 50% | 61 | 8.2% | 2.4 |
|
| 2828 |
2828
Foresite Capital Management II
Larkspur,
California
| $204M | -$93.9M | -31% | 25.7% | 66.2% | 24 | 16.67% | 0.9 |
|
| 2829 |
CFSG
2829
Community Financial Services Group
Newport,
Vermont
| $204M | -$24K | -0% | 2.1% | – | 66 | 12.12% | 2.4 |
|
| 2830 |
2830
American Investment Services
Great Barrington,
Massachusetts
| $204M | +$20.3M | +11% | 9.2% | 63.1% | 87 | 10.34% | 1.9 |
|
| 2831 |
2831
Kays Financial Advisory
Atlanta,
Georgia
| $203M | +$10.1M | +5% | 2.11% | 23.3% | 69 | 18.84% | 1.4 |
|
| 2832 |
2832
FSI Group
Cincinnati,
Ohio
| $203M | -$41.6M | -17% | 7.01% | 44.1% | 71 | 52.11% | 0.9 |
|
| 2833 |
CL
2833
CIM LLC
Albany,
New York
| $202M | -$3.62M | -2% | 1% | 108% | 87 | 25.29% | 1.5 |
|
| 2834 |
FPFS
2834
First Personal Financial Services
Charlotte,
North Carolina
| $202M | +$24.6M | +14% | 3.44% | 31.5% | 429 | 34.73% | 1 |
|
| 2835 |
2835
Sky Investment Group
Hartford,
Connecticut
| $202M | +$7.35M | +4% | 4.04% | 68% | 90 | 12.22% | 1.8 |
|
| 2836 |
PAM
2836
PineView Asset Management
Greenwich,
Connecticut
| $202M | -$173M | -46% | 7.73% | – | 44 | 65.91% | 0.2 |
|
| 2837 |
CPH
2837
C Partners Holding
Zurich,
Switzerland
| $202M | +$20.8M | +11% | 1.8% | 25.6% | 16 | 12.5% | 1.1 |
|
| 2838 |
CCM
2838
Castine Capital Management
Boston,
Massachusetts
| $202M | -$15.8M | -7% | 5.69% | 13.9% | 51 | 29.41% | 1.5 |
|
| 2839 |
2839
Advisors Preferred
Rockville,
Maryland
| $202M | +$17.9M | +10% | 2.17% | 102% | 297 | 62.96% | 0.3 |
|
| 2840 |
2840
Capital Advisors Ltd
Shaker Heights,
Ohio
| $201M | +$9.03M | +5% | 2.36% | 54.2% | 360 | 8.33% | 1.8 |
|
| 2841 |
2841
Yorktown Energy Partners VII
New York
| $201M | +$13.1M | +7% | 12.7% | 18.9% | 3 | 0% | 0.3 |
|
| 2842 |
FIM
2842
Friedberg Investment Management
Houston,
Texas
| $200M | -$4.81M | -2% | 3.89% | 44.8% | 93 | 11.83% | 1.7 |
|
| 2843 |
2843
Veritas Investment Management (UK)
London,
United Kingdom
| $200M | +$5.2M | +3% | 6.62% | 151% | 48 | 8.33% | 2 |
|
| 2844 |
2844
Wealth Architects
Mountain View,
California
| $200M | -$1.92M | -1% | 1.24% | 80.1% | 127 | 14.96% | 1 |
|
| 2845 |
2845
City Holding Co
Charleston,
West Virginia
| $200M | +$5.75M | +3% | 3.96% | 89.2% | 526 | 11.03% | 1.7 |
|
| 2846 |
2846
EFG Asset Management (Americas)
Miami,
Florida
| $200M | +$38.7M | +24% | 0.32% | 112% | 95 | 20% | 1.3 |
|
| 2847 |
2847
Standard General
New York
| $200M | -$123M | -38% | 0.69% | 259% | 5 | 60% | 1.9 |
|
| 2848 |
2848
Laurel Wealth Advisors (California)
Solana Beach,
California
| $199M | +$5.81M | +3% | 3.98% | 33% | 375 | 24.8% | 0.2 |
|
| 2849 |
2849
Fruth Investment Management
Houston,
Texas
| $199M | +$2.44M | +1% | 4.53% | 79.4% | 195 | 5.64% | 2.5 |
|
| 2850 |
2850
Renaissance Investment Group
Lenox,
Massachusetts
| $199M | -$6.83M | -3% | 0.5% | 99.6% | 80 | 7.5% | 2.1 |
|