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
TCSAM
1951
Tyrus Capital S.A.M.
Monaco
$401M -$49.3M -11% 38
SSWM
1952
Smith Salley Wealth Management
North Carolina
$401M +$30.5M +8% 164
FDCC
1953
Foster Dykema Cabot & Co
Massachusetts
$400M +$8.38M +2% 94
ACM
1954
Ativo Capital Management
Illinois
$399M +$23.4M +6% 234
LSA
1955
L & S Advisors
California
$399M +$55.3M +16% 102
FVP
1956
Firefly Value Partners
Pennsylvania
$398M -$71.5M -15% 38
PDM
1957
Penn Davis McFarland
Texas
$398M +$18.2M +5% 33
AUIM
1958
Aegon USA Investment Management
Iowa
$398M -$16.8M -4% 42
AC
1959
Alexandria Capital
Virginia
$398M -$13.2M -3% 690
SM
1960
Scoggin Management
New York
$397M +$114M +40% 64
RA
1961
Rovida Advisors
Florida
$397M +$125M +46% 16
BSB
1962
Bangor Savings Bank
Maine
$396M +$4.77M +1% 143
ECM
1963
EII Capital Management
New York
$396M -$219M -36% 132
OMCS
1964
Old Mutual Customised Solutions
South Africa
$396M +$25.5M +7% 732
GKFF
1965
George Kaiser Family Foundation
Oklahoma
$396M -$117M -23% 17
PFP
1966
Patriot Financial Partners
Pennsylvania
$395M -$23M -5% 18
NM
1967
Newtyn Management
New York
$395M +$26.5M +7% 17
Wealth Enhancement Advisory Services
1968
Wealth Enhancement Advisory Services
Minnesota
$395M +$66.4M +20% 141
WAM
1969
Weiss Asset Management
Massachusetts
$395M +$259M +192% 259
FI
1970
FormulaFolio Investments
Michigan
$394M +$81.2M +26% 125
VC
1971
Vicus Capital
Pennsylvania
$394M +$16.4M +4% 217
GWM
1972
Gupta Wealth Management
California
$393M -$16.9M -4% 1,432
AAM
1973
Autus Asset Management
Arizona
$393M +$66M +20% 166
MC
1974
MIG Capital
California
$393M +$11.8M +3% 36
DAM
1975
Deltec Asset Management
New York
$393M -$10.6M -3% 209