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