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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)
Permanent Capital Management
3176
Permanent Capital Management
Illinois
$479M – – 1.27% – 158 – 0
ORIX Corp
3177
ORIX Corp
Japan
$479M +$36.8M +8% 8.32% 11.7% 1 0% 6.5
BDWCC
3178
B&D White Capital Company
Texas
$479M +$28.5M +6% 1.11% 38.1% 61 27.87% 1.4
Strategic Global Advisors
3179
Strategic Global Advisors
California
$478M +$15.4M +3% 4.41% 137% 152 19.74% 2.1
AC
3180
AMS Capital
Brazil
$478M +$113M +31% 6.52% 63.1% 21 19.05% 0.9
Samsara BioCapital
3181
Samsara BioCapital
California
$478M -$169M -26% 16% 1,580% 41 7.32% 2.4
Vanderbilt University
3182
Vanderbilt University
Tennessee
$478M -$2.9M -0.6% 1.08% 61.8% 78 29.49% 1
Janiczek Wealth Management
3183
Janiczek Wealth Management
Colorado
$477M +$7.42M +2% 0.87% 16.4% 1,133 7.5% 2.9
Bellwether Advisors
3184
Bellwether Advisors
Nebraska
$477M +$21.6M +5% 2.73% 115% 140 30.71% 2
Peterson Wealth Advisors
3185
Peterson Wealth Advisors
Utah
$477M +$6.14M +1% 1.11% 50.9% 76 11.84% 3.4
Sloy Dahl & Holst
3186
Sloy Dahl & Holst
Washington
$476M +$52.6M +12% 11.4% 132% 92 8.7% 2.3
Affinity Capital Advisors
3187
Affinity Capital Advisors
California
$476M +$27.5M +6% 3.51% 72.7% 155 9.68% 2.8
Wilsey Asset Management
3188
Wilsey Asset Management
California
$476M -$14.6M -3% 3.54% 66.9% 23 13.04% 4.4
Hunter Perkins Capital Management
3189
Hunter Perkins Capital Management
Illinois
$476M -$12.2M -3% 1.64% 58% 108 2.78% 1.7
Edge Wealth Management
3190
Edge Wealth Management
New York
$475M -$1M -0.2% 2.54% 75.3% 85 15.29% 5.7
Cisco Systems
3191
Cisco Systems
California
$475M +$22.2M +5% 3.52% 210% 4 25% 1.4
Bright Rock Capital Management
3192
Bright Rock Capital Management
Massachusetts
$474M -$8.24M -2% 0.54% 53.1% 73 9.59% 5.5
Patton Fund Management
3193
Patton Fund Management
Texas
$474M -$77.3M -14% 4.63% 211% 128 48.44% 1.2
LWMG LLC
3194
LWMG LLC
Minnesota
$474M +$40.8M +9% 2.28% – 91 8.79% 1.3
Pinnbrook Capital Management
3195
Pinnbrook Capital Management
New York
$474M -$716M -60% 14.5% 913% 131 76.34% 0.3
TAP Consulting
3196
TAP Consulting
Missouri
$474M +$19.3M +4% 0.22% 3.08% 165 12.73% 2
IR
3197
IAT Reinsurance
New York
$474M +$249M +111% 3.09% 60.2% 87 26.44% 5
Citizens Business Bank
3198
Citizens Business Bank
California
$473M -$6.93M -1% 2.53% 108% 109 8.26% 5.8
McNamara Financial Services
3199
McNamara Financial Services
Massachusetts
$473M +$5.38M +1% 0.9% 42.6% 77 11.69% 4.2
Ellis Investment Partners
3200
Ellis Investment Partners
Pennsylvania
$473M +$12.8M +3% 1.71% 70.8% 244 12.3% 4