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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)
FCPM III Services
3076
FCPM III Services
Netherlands
$750M +$28.2M +4% 17% – 11 9.09% 1.5
Cercano Management
3077
Cercano Management
Washington
$750M -$1.57B -68% 14.9% 101% 164 32.93% 1.5
Bienville Capital Management
3078
Bienville Capital Management
New York
$750M +$200M +36% 17.7% 36.3% 106 40.57% 2.6
Virtue Capital Management
3079
Virtue Capital Management
Tennessee
$749M +$91.7M +14% 23.8% 97.9% 393 30.79% 2.1
JLB & Associates
3080
JLB & Associates
Michigan
$748M +$51.9M +7% 15.8% 69.9% 80 27.5% 7.1
Defilade Capital Management
3081
Defilade Capital Management
California
$747M +$34.8M +5% 5.84% – 50 60% 0.2
Permanent Capital Management
3082
Permanent Capital Management
Illinois
$747M +$104M +16% 12% – 221 34.39% 0.7
ECM
3083
EagleClaw Capital Management
Massachusetts
$745M +$31.3M +4% 8.83% 104% 154 11.69% 7.1
Auxier Asset Management
3084
Auxier Asset Management
Oregon
$745M +$48.9M +7% 13.1% 71.7% 186 6.45% 8.3
Insight Wealth Partners
3085
Insight Wealth Partners
Texas
$745M +$31.8M +4% 15.8% 56.2% 143 21.68% 2.4
CIBC Capital Markets (Europe)
3086
CIBC Capital Markets (Europe)
Luxembourg
$745M – – 15.5% – 10 – 1.5
Heritage Investment Group
3087
Heritage Investment Group
Florida
$744M +$83.6M +13% 12.1% 51.2% 138 13.04% 2.8
Commonwealth Financial Services
3088
Commonwealth Financial Services
West Virginia
$744M +$113M +18% 15.3% 64.2% 345 27.54% 2.9
Helix Partners Management
3089
Helix Partners Management
New York
$744M +$370M +99% 28% – 21 66.67% 0.6
Regatta Capital Group
3090
Regatta Capital Group
California
$744M +$82.9M +13% 12.3% 78.1% 239 16.74% 2.8
Well Done LLC
3091
Well Done LLC
Michigan
$743M +$62.6M +9% 13.1% 80.4% 219 17.81% 4.5
Southernsun Asset Management
3092
Southernsun Asset Management
Tennessee
$743M +$52.9M +8% 15.4% 54.7% 31 6.45% 5.3
CFO4Life Group
3093
CFO4Life Group
Texas
$743M +$86.8M +13% 14.8% 56.7% 245 17.55% 3.7
Wilkins Investment Counsel
3094
Wilkins Investment Counsel
Massachusetts
$742M +$43.8M +6% 9.17% 56.2% 122 4.92% 6.5
Tolleson Wealth Management
3095
Tolleson Wealth Management
Texas
$742M +$56.9M +8% 11% 56.2% 99 10.1% 4.2
Northcape Capital
3096
Northcape Capital
Australia
$742M -$125M -14% 1.41% – 8 0% 9.2
Consolidated Planning Corp
3097
Consolidated Planning Corp
Georgia
$742M +$125M +20% 13.3% 84.6% 165 16.36% 2.6
SFE Investment Counsel
3098
SFE Investment Counsel
California
$742M +$107M +17% 24.7% 114% 158 13.29% 5.3
Lebenthal Global Advisors
3099
Lebenthal Global Advisors
New York
$741M +$53.7M +8% 15.3% 57.2% 222 21.62% 2.1
Torray Investment Partners
3100
Torray Investment Partners
Maryland
$741M +$59.6M +9% 11.4% 82.4% 94 9.57% 4.4