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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $373M | -$54.2M | -13% | 6.33% | 132% | 546 | 4.76% | 2 |
|
| 2077 |
CA
2077
Continental Advisors
Park City,
Utah
| $372M | -$3.68M | -1% | 11% | 73.6% | 184 | 36.96% | 1 |
|
| 2078 |
2078
Accredited Investors
Edina,
Minnesota
| $372M | -$8.56M | -2% | 9.81% | 74% | 92 | 23.91% | 1.5 |
|
| 2079 |
2079
ACG Wealth
Atlanta,
Georgia
| $372M | -$27.4M | -7% | 6.42% | 45.5% | 242 | 26.86% | 1.4 |
|
| 2080 |
SCM
2080
Symons Capital Management
Pittsburgh,
Pennsylvania
| $371M | -$30.1M | -8% | 2.22% | 25.4% | 79 | 31.65% | 1.1 |
|
| 2081 |
DLG
2081
Daniel L. Goodwin
| $371M | -$9.26M | -2% | 5.71% | 72.6% | 115 | 6.96% | 1.5 |
|
| 2082 |
2082
Smith Salley Wealth Management
Greensboro,
North Carolina
| $371M | -$22.2M | -6% | 7.78% | 106% | 170 | 15.88% | 1.5 |
|
| 2083 |
2083
Old Mutual Customised Solutions
Pinelands,
South Africa
| $370M | -$52M | -12% | 8.03% | 49.7% | 736 | 3.13% | 2 |
|
| 2084 |
2084
Sector Gamma AS
Oslo,
Norway
| $369M | -$22.3M | -6% | 8.81% | 35.3% | 26 | 15.38% | 1.4 |
|
| 2085 |
BACM
2085
Blue Arrow Capital Management
New York
| $369M | -$660M | -64% | 2.92% | – | 171 | 77.78% | 0.4 |
|
| 2086 |
2086
Beach Point Capital Management
Santa Monica,
California
| $369M | -$141M | -28% | 11.2% | 84.1% | 28 | 28.57% | 0.9 |
|
| 2087 |
2087
Checchi Capital Advisers
Beverly Hills,
California
| $368M | -$10.8M | -3% | 4.78% | 68% | 383 | 14.1% | 1.2 |
|
| 2088 |
2088
Comerica Securities
Detroit,
Michigan
| $367M | -$38.1M | -9% | 6.99% | 25.6% | 370 | 24.86% | 1 |
|
| 2089 |
2089
SNS Financial Group
Minneapolis,
Minnesota
| $367M | +$37.3M | +11% | 6.95% | 54.2% | 138 | 27.54% | 1.1 |
|
| 2090 |
2090
Windward Capital Management
Los Angeles,
California
| $367M | -$4.81M | -1% | 2.03% | 78.5% | 79 | 10.13% | 1.6 |
|
| 2091 |
BRCA
2091
Birch Run Capital Advisors
Dallas,
Texas
| $367M | -$95M | -21% | 20.6% | 8.22% | 21 | 19.05% | 1.9 |
|
| 2092 |
2092
Trinity Street Asset Management
London,
United Kingdom
| $366M | -$172M | -32% | 10.9% | 76.9% | 12 | 8.33% | 1.1 |
|
| 2093 |
2093
Parus Finance (UK)
London,
United Kingdom
| $366M | -$70.4M | -16% | 1.67% | 199% | 17 | 29.41% | 1.9 |
|
| 2094 |
2094
Emery Howard Portfolio Management
Burlingame,
California
| $366M | -$23.3M | -6% | 8.41% | 66.5% | 32 | 9.38% | 2 |
|
| 2095 |
2095
Northstar Investment Advisors
Denver,
Colorado
| $365M | -$21.9M | -6% | 3.69% | 85.8% | 110 | 20.91% | 1.9 |
|
| 2096 |
2096
Catawba Capital Management
Roanoke,
Virginia
| $365M | -$54.1M | -13% | 6.6% | 33.1% | 260 | 13.85% | 1.8 |
|
| 2097 |
HCCM
2097
Herring Creek Capital Management
Stamford,
Connecticut
| $365M | -$22.1M | -6% | 12.1% | – | 35 | 45.71% | 0.7 |
|
| 2098 |
DCM
2098
Dynamic Capital Management
St. Helier,
Jersey
| $365M | -$28.3M | -7% | 18.8% | 49.7% | 474 | 75.11% | 0.1 |
|
| 2099 |
2099
Evensky & Katz
Coral Gables,
Florida
| $364M | -$16.6M | -4% | 6.76% | 57.1% | 48 | 0% | 1.8 |
|
| 2100 |
2100
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $363M | -$28M | -7% | 6.15% | 66.7% | 135 | 9.63% | 2 |
|