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
DA
1926
Denali Advisors
California
$437M +$82.7M +23% 298
BAM
1927
Burnham Asset Management
New York
$436M -$4.58M -1% 241
MCG
1928
Meru Capital Group
New York
$436M +$128M +41% 71
CCM
1929
Catawba Capital Management
Virginia
$435M +$2.21M +0.5% 263
CISOA
1930
Capital Investment Services of America
Wisconsin
$435M +$4.31M +1% 64
DFG
1931
Delphi Financial Group
Delaware
$435M +$55.7M +15% 20
AAM
1932
Aureus Asset Management
Massachusetts
$435M +$23.6M +6% 166
EMA
1933
Efficient Market Advisors
California
$435M +$26.3M +6% 159
BCM
1934
BTC Capital Management
Iowa
$435M +$30.7M +8% 167
SC
1935
Salzman & Co
New York
$435M -$12.1M -3% 21
PWP
1936
Private Wealth Partners
California
$434M +$8.96M +2% 157
VM
1937
VHCP Management
New York
$434M +$70.8M +19% 22
BFA
1938
Bragg Financial Advisors
North Carolina
$434M +$21.7M +5% 232
TAT
1939
TD Ameritrade Trust
Colorado
$433M +$21.2M +5% 51
RP
1940
Ridgegate Proprietary
Australia
$433M -$12.1M -3% 2
BOK
1941
Bank of Kentucky
Kentucky
$432M -$29.5M -6% 297
EOJOAM
1942
E. Ohman J:or Asset Management
Sweden
$431M +$11.4M +3% 534
DIA
1943
Dean Investment Associates
Ohio
$431M -$719K -0.2% 251
PAM
1944
Premier Asset Management
Illinois
$431M +$22.5M +5% 105
TSAM
1945
Trinity Street Asset Management
United Kingdom
$431M -$8.9M -2% 17
ACM
1946
Addison Clark Management
Connecticut
$430M -$152M -26% 20
PTC
1947
Petrus Trust Company
Texas
$429M +$22.1M +5% 79
HH
1948
Harbinger Holdings
New York
$429M -$57.8M -12% 1
CB
1949
Community Bank
New York
$429M -$11.8M -3% 384
CF
1950
CNA Financial
Illinois
$429M -$505K -0.1% 196