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