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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
SSWM
1701
Smith Salley Wealth Management
North Carolina
$827M +$77.8M +10% 8.51% 106% 199 9.55%
TSAM
1702
Trinity Street Asset Management
United Kingdom
$822M +$147M +22% 9.66% 78.9% 21 9.52%
CCM
1703
Consonance Capital Management
New York
$821M -$848M -51% 7.4% 314% 41 56.1%
CISOA
1704
Capital Investment Services of America
Wisconsin
$820M +$45.7M +6% 7.26% 50.7% 68 4.41%
SPC
1705
Silver Point Capital
Connecticut
$820M +$111M +16% 6.94% 136% 13 30.77%
QF
1706
QVT Financial
New York
$819M +$231M +39% 14.5% 281% 53 7.55%
OCM
1707
Opti Capital Management
New York
$817M +$232M +40% 0% 0.02% 32 0%
PFC
1708
Poplar Forest Capital
California
$817M -$53.9M -6% 1.56% 30% 65 12.31%
DBC
1709
Deep Basin Capital
Connecticut
$816M +$126M +18% 6.96% 76 65.79%
TIA
1710
Tandem Investment Advisors
South Carolina
$816M +$74.2M +10% 4.61% 16% 70 5.71%
BONST
1711
Bank of Nova Scotia Trust
Ontario, Canada
$815M +$145M +22% 7.21% 51.9% 125 16.8%
CIS
1712
Capital International Sarl
California
$815M +$63.1M +8% 12.6% 121% 221 10.41%
GVAG
1713
Great Valley Advisor Group
Delaware
$815M +$204M +33% 9.14% 61.8% 463 17.49%
AIP
1714
Almanack Investment Partners
Pennsylvania
$813M +$252M +45% 7.18% 56.8% 410 47.32%
ICVCFIA
1715
IDG China Venture Capital Fund IV Associates
Hong Kong
$811M -$47.3M -6% 7.57% 89.6% 5 40%
IG
1716
Ithaka Group
Virginia
$810M +$81.6M +11% 16% 99.2% 41 14.63%
NCM
1717
Newfoundland Capital Management
Brazil
$810M +$234M +41% 4.23% 49.5% 87 45.98%
C
1718
ConocoPhillips
Texas
$809M -$162M -17% 16.7% 74.7% 1 0%
EIA
1719
Edgemoor Investment Advisors
Maryland
$809M +$65.1M +9% 8.93% 88.5% 128 8.59%
TAM
1720
Taurus Asset Management
New York
$808M +$87.5M +12% 12.2% 26.9% 87 5.75%
KOCAA
1721
Knights of Columbus Asset Advisors
Connecticut
$807M -$8.04M -1% 10% 113% 344 17.44%
AIM
1722
Acropolis Investment Management
Missouri
$807M +$49.3M +7% 5.49% 47.6% 201 8.46%
LBC
1723
Lowe Brockenbrough & Co
Virginia
$804M +$60.3M +8% 8.5% 67.5% 210 4.76%
MIM
1724
Morningstar Investment Management
Illinois
$803M +$78.8M +11% 0.62% 48.2% 28 0%
TMAM
1725
Tokio Marine Asset Management
Japan
$802M +$98.8M +14% 13% 105% 304 22.7%