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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)
Sheets Smith Wealth Management
2101
Sheets Smith Wealth Management
North Carolina
$383M +$15.6M +4% 6.4% 83.4% 290 32.07% 1
Washington Trust Bank
2102
Washington Trust Bank
Washington
$383M +$64.4M +20% 4.43% 80.5% 915 17.81% 0.6
SG Capital Management
2103
SG Capital Management
Illinois
$383M +$75.8M +25% 13.8% 250% 93 81.72% 0.1
Chou Associates Management
2104
Chou Associates Management
Ontario, Canada
$382M -$12.5M -3% 7.45% 66.4% 28 28.57% 1.2
GW & Wade
2105
GW & Wade
Massachusetts
$382M +$37.8M +11% 5.55% 32.2% 134 47.76% 0.7
BIM
2106
Bridgecreek Investment Management
Oklahoma
$382M +$9.6M +3% 1.87% 48.4% 112 14.29% 1.3
J.M. Forbes & Co
2107
J.M. Forbes & Co
Massachusetts
$382M -$14M -4% 4.27% 112% 97 13.4% 1.3
Cheyne Capital Management (UK)
2108
Cheyne Capital Management (UK)
United Kingdom
$380M +$100M +36% 10.8% 35.6% 68 52.94% 0.3
SIG
2109
Schooner Investment Group
Pennsylvania
$380M -$45.8M -11% 3.07% 24.3% 221 38.91% 0.7
Jacobs & Co
2110
Jacobs & Co
California
$380M +$26.3M +7% 4.43% 105% 122 7.38% 1.4
Cypress Funds
2111
Cypress Funds
California
$379M +$62M +20% 12.9% 100% 19 47.37% 0.7
KCM
2112
KSA Capital Management
New Jersey
$379M -$53.5M -12% 20.1% 109% 67 49.25% 0.5
Delphi Financial Group
2113
Delphi Financial Group
Delaware
$379M -$17M -4% 7.54% 66.3% 18 11.11% 0.8
MUFG Securities EMEA
2114
MUFG Securities EMEA
United Kingdom
$379M -$291M -43% 1.04% 114% 128 46.09% 0.4
DP
2115
DSAM Partners
United Kingdom
$379M +$45.6M +14% 20.8% 343% 45 80% 0.2
AAM
2116
AO Asset Management
New York
$379M – – 9.46% 127% 23 – 0
CC
2117
Cornerstone Capital
California
$379M +$17.8M +5% 4.84% 91.2% 72 5.56% 1.3
Panthera Investment
2118
Panthera Investment
Germany
$378M +$97.5M +35% 8.61% – 94 29.79% 0.4
NM
2119
Newtyn Management
New York
$378M +$73.8M +24% 0.96% 52% 21 42.86% 0.7
FIMG
2120
Financial & Investment Management Group
Michigan
$377M +$38.1M +11% 3.3% 18.9% 136 32.35% 0.9
Arrowgrass Capital Partners
2121
Arrowgrass Capital Partners
United Kingdom
$377M -$26.7M -7% 3.31% – 15 66.67% 0.4
SI
2122
Stanhope Investments
Cayman Islands
$377M – – 7.21% – 2 – 0
Tenor Capital Management
2123
Tenor Capital Management
New York
$377M +$7.88M +2% 0.15% 4.73% 43 6.98% 0.6
Griffin Asset Management
2124
Griffin Asset Management
New York
$376M +$41.2M +12% 5.08% 88.9% 109 9.17% 1.3
Lagoda Investment Management
2125
Lagoda Investment Management
New York
$375M – – 3.33% 250% 47 – 0