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