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