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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 |
1901
Smith Salley Wealth Management
Greensboro,
North Carolina
| $543M | -$90.4M | -14% | 12% | 106% | 192 | 13.54% | 3.3 |
|
| 1902 |
1902
LBMC Investment Advisors
Brentwood,
Tennessee
| $543M | -$84.7M | -13% | 13.6% | 52.8% | 102 | 10.78% | 3.3 |
|
| 1903 |
1903
Silverback Asset Management
Chapel Hill,
North Carolina
| $541M | -$103M | -16% | 3.44% | 92.1% | 57 | 22.81% | 0.6 |
|
| 1904 |
NAM
1904
North American Management
Boston,
Massachusetts
| $540M | -$73.2M | -12% | 8.83% | 61.7% | 139 | 19.42% | 3.7 |
|
| 1905 |
1905
Crestview Partners III
New York
| $540M | +$46.2M | +9% | 39.1% | 51.2% | 4 | 50% | 0.5 |
|
| 1906 |
1906
Estabrook Capital Management
New York
| $539M | -$122M | -18% | 12% | 87.2% | 369 | 9.76% | 4.5 |
|
| 1907 |
1907
Engaged Capital
Newport Beach,
California
| $539M | -$174M | -24% | 23% | 26.2% | 18 | 27.78% | 1.4 |
|
| 1908 |
1908
Trigran Investments
Northbrook,
Illinois
| $539M | +$56.2M | +12% | 17.4% | 30.2% | 22 | 18.18% | 2.5 |
|
| 1909 |
1909
Matrix Asset Advisors
White Plains,
New York
| $539M | -$88.3M | -14% | 13.5% | 84.9% | 70 | 10% | 4 |
|
| 1910 |
1910
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $538M | +$38K | +0% | 12% | 34.1% | 10 | 30% | 3.2 |
|
| 1911 |
1911
Blueshift Asset Management
Red Bank,
New Jersey
| $538M | – | – | 15.9% | 38.8% | 613 | – | 0 |
|
| 1912 |
CPP
1912
Crow Point Partners
Boston,
Massachusetts
| $538M | -$43.6M | -7% | 1.98% | 56.9% | 179 | 44.13% | 1.4 |
|
| 1913 |
1913
Efficient Advisors
Mason,
Ohio
| $537M | -$46.8M | -8% | 8.65% | 30.6% | 48 | 6.25% | 3.9 |
|
| 1914 |
1914
Cevian Capital II
St. Helier,
Jersey
| $537M | -$274M | -34% | 28.6% | 105% | 2 | 0% | 0.5 |
|
| 1915 |
AL
1915
Arnhold LLC
New York
| $537M | -$44M | -8% | 10.5% | 156% | 146 | 15.75% | 0.6 |
|
| 1916 |
1916
Endurance Wealth Management
Providence,
Rhode Island
| $536M | -$99.3M | -16% | 13.1% | 59% | 511 | 8.41% | 3.4 |
|
| 1917 |
1917
Periscope Capital
Toronto,
Ontario, Canada
| $536M | +$11.4M | +2% | 0.42% | 28.8% | 221 | 42.53% | 0.6 |
|
| 1918 |
PFMOSF
1918
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $535M | -$50.7M | -9% | 12.3% | 209% | 55 | 61.82% | 0.7 |
|
| 1919 |
1919
Wintrust Investments
Chicago,
Illinois
| $535M | -$78.8M | -13% | 12.5% | 27.5% | 380 | 19.47% | 1.4 |
|
| 1920 |
1920
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $535M | -$86.8M | -14% | 26.6% | 125% | 60 | 53.33% | 0.8 |
|
| 1921 |
1921
HG Vora Capital Management
New York
| $534M | -$1.11B | -68% | 10.9% | 42.6% | 22 | 63.64% | 0.9 |
|
| 1922 |
1922
Kopernik Global Investors
Tampa,
Florida
| $533M | -$2.04M | -0.4% | 11.8% | 128% | 34 | 11.76% | 2.2 |
|
| 1923 |
1923
Beacon Financial Group
Dallas,
Texas
| $533M | -$59.4M | -10% | 8.13% | 66.6% | 192 | 16.67% | 3.1 |
|
| 1924 |
1924
L & S Advisors
Los Angeles,
California
| $533M | -$239M | -31% | 5.96% | 231% | 363 | 26.17% | 1.2 |
|
| 1925 |
1925
Brouwer & Janachowski
Mill Valley,
California
| $532M | -$30.7M | -5% | 8.82% | 41.8% | 53 | 11.32% | 2.9 |
|