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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)
SFM
2826
Signature Financial Management
Virginia
$205M -$306K -0.1% 0.71% 20.8% 120 15% 1.6
KIC
2827
Keating Investment Counselors
Florida
$204M +$4.73M +2% 4.9% 50% 61 8.2% 2.4
FCMI
2828
Foresite Capital Management II
California
$204M -$93.9M -31% 25.7% 66.2% 24 16.67% 0.9
CFSG
2829
Community Financial Services Group
Vermont
$204M -$24K -0% 2.1% – 66 12.12% 2.4
AIS
2830
American Investment Services
Massachusetts
$204M +$20.3M +11% 9.2% 63.1% 87 10.34% 1.9
KFA
2831
Kays Financial Advisory
Georgia
$203M +$10.1M +5% 2.11% 23.3% 69 18.84% 1.4
FG
2832
FSI Group
Ohio
$203M -$41.6M -17% 7.01% 44.1% 71 52.11% 0.9
CL
2833
CIM LLC
New York
$202M -$3.62M -2% 1% 108% 87 25.29% 1.5
FPFS
2834
First Personal Financial Services
North Carolina
$202M +$24.6M +14% 3.44% 31.5% 429 34.73% 1
SIG
2835
Sky Investment Group
Connecticut
$202M +$7.35M +4% 4.04% 68% 90 12.22% 1.8
PAM
2836
PineView Asset Management
Connecticut
$202M -$173M -46% 7.73% – 44 65.91% 0.2
CPH
2837
C Partners Holding
Switzerland
$202M +$20.8M +11% 1.8% 25.6% 16 12.5% 1.1
CCM
2838
Castine Capital Management
Massachusetts
$202M -$15.8M -7% 5.69% 13.9% 51 29.41% 1.5
AP
2839
Advisors Preferred
Maryland
$202M +$17.9M +10% 2.17% 102% 297 62.96% 0.3
CAL
2840
Capital Advisors Ltd
Ohio
$201M +$9.03M +5% 2.36% 54.2% 360 8.33% 1.8
YEPV
2841
Yorktown Energy Partners VII
New York
$201M +$13.1M +7% 12.7% 22.4% 3 0% 0.3
FIM
2842
Friedberg Investment Management
Texas
$200M -$4.81M -2% 3.89% 44.8% 93 11.83% 1.7
VIMU
2843
Veritas Investment Management (UK)
United Kingdom
$200M +$5.2M +3% 6.62% 151% 48 8.33% 2
WA
2844
Wealth Architects
California
$200M -$1.92M -1% 1.24% 80.1% 127 14.96% 1
CHC
2845
City Holding Co
West Virginia
$200M +$5.75M +3% 3.96% 81.3% 526 11.03% 1.7
EAMA
2846
EFG Asset Management (Americas)
Florida
$200M +$38.7M +24% 0.32% 112% 95 20% 1.3
SG
2847
Standard General
New York
$200M -$123M -38% 0.69% 259% 5 60% 1.9
LWAC
2848
Laurel Wealth Advisors (California)
California
$199M +$5.81M +3% 3.98% 33% 375 24.8% 0.2
FIM
2849
Fruth Investment Management
Texas
$199M +$2.44M +1% 4.53% 79.4% 195 5.64% 2.5
RIG
2850
Renaissance Investment Group
Massachusetts
$199M -$6.83M -3% 0.5% 99.6% 80 7.5% 2.1