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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
PFMOSF
1901
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $617M | +$37.5M | +6% | 3.14% | 209% | 53 | 47.17% | 0.8 |
|
| 1902 |
NAM
1902
North American Management
Boston,
Massachusetts
| $617M | -$6.62M | -1% | 1.39% | 61.7% | 134 | 6.72% | 3.4 |
|
| 1903 |
VOAM
1903
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $616M | +$59.9M | +11% | 13.6% | 107% | 170 | 40% | 1 |
|
| 1904 |
AH
1904
Aviva Holdings
New Providence,
Bahamas
| $616M | +$369M | +150% | 13.9% | 36.5% | 7 | 28.57% | 1 |
|
| 1905 |
DA
1905
DSC Advisors
Chicago,
Illinois
| $615M | +$137M | +29% | 1.26% | 3.18% | 102 | 38.24% | 1 |
|
| 1906 |
SCM
1906
SIR Capital Management
New York
| $614M | +$43.9M | +8% | 24.4% | 71.1% | 74 | 68.92% | 0.4 |
|
| 1907 |
1907
Cryder Capital Partners
London,
United Kingdom
| $612M | +$264M | +76% | 8.27% | 55.7% | 9 | 0% | 2.8 |
|
| 1908 |
1908
Carret Asset Management
New York
| $612M | +$4.19M | +0.7% | 2.57% | 94.4% | 268 | 4.1% | 3.8 |
|
| 1909 |
1909
YHB Investment Advisors
West Hartford,
Connecticut
| $612M | +$21.9M | +4% | 4.55% | 96.2% | 192 | 9.9% | 3.5 |
|
| 1910 |
1910
Dubuque Bank & Trust
Dubuque,
Iowa
| $611M | -$6.88M | -1% | 2.94% | 24% | 791 | 15.55% | 2.2 |
|
| 1911 |
1911
Cardan Capital Partners
Denver,
Colorado
| $611M | +$7.69M | +1% | 1.43% | 64% | 185 | 6.49% | 1.2 |
|
| 1912 |
1912
Acropolis Investment Management
St. Louis,
Missouri
| $609M | -$5.49M | -0.9% | 1.43% | 51% | 150 | 8.67% | 3.6 |
|
| 1913 |
1913
Forward Management
San Francisco,
California
| $608M | -$78M | -11% | 3.97% | 36.9% | 202 | 22.77% | 3 |
|
| 1914 |
1914
Vicus Capital
State College,
Pennsylvania
| $607M | +$28.7M | +5% | 2.38% | 59.6% | 244 | 9.02% | 2.6 |
|
| 1915 |
1915
Endurance Wealth Management
Providence,
Rhode Island
| $606M | +$11.3M | +2% | 3.2% | 59% | 538 | 9.85% | 3 |
|
| 1916 |
1916
Matrix Asset Advisors
White Plains,
New York
| $606M | -$287K | -0% | 1.59% | 84.9% | 68 | 10.29% | 3.9 |
|
| 1917 |
1917
LBMC Investment Advisors
Brentwood,
Tennessee
| $606M | +$28.3M | +5% | 2.48% | 52.8% | 103 | 20.39% | 2.7 |
|
| 1918 |
1918
Doyle Wealth Management
St. Petersburg,
Florida
| $606M | +$11.5M | +2% | 2.12% | 32.3% | 192 | 17.19% | 1 |
|
| 1919 |
1919
SG Capital Management
Chicago,
Illinois
| $606M | +$84.4M | +16% | 6.01% | 250% | 97 | 76.29% | 0.2 |
|
| 1920 |
1920
Front Barnett Associates
Chicago,
Illinois
| $605M | +$8.72M | +1% | 2.68% | 40.5% | 119 | 1.68% | 4.3 |
|
| 1921 |
1921
Wellington Shields Capital Management
New York
| $605M | -$56.7M | -9% | 2.8% | 137% | 347 | 14.99% | 3 |
|
| 1922 |
PCM
1922
Prime Capital Management
Hong Kong
| $605M | +$80.8M | +15% | 15.8% | 579% | 4 | 0% | 2.2 |
|
| 1923 |
1923
Thomas White International
Chicago,
Illinois
| $602M | -$6.16M | -1% | 0.1% | 34.9% | 238 | 10.92% | 2.1 |
|
| 1924 |
1924
Knighthead Capital Management
New York
| $602M | +$18.3M | +3% | 4.94% | 74.1% | 14 | 42.86% | 1.3 |
|
| 1925 |
1925
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $602M | +$70.2M | +13% | 1.31% | 34.1% | 8 | 0% | 3.5 |
|