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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
PC
2026
Permanens Capital
New York
$980M +$166M +20% 0.92% 74.7% 29 17.24%
FNFDCM
2027
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$978M -$1.81M -0.2% 0.95% 67.3% 171 7.02%
SS
2028
Sunbelt Securities
Texas
$978M +$81.2M +9% 3.96% 83.5% 1,828 8.53%
OCMI
2029
Oaktop Capital Management II
New Jersey
$976M +$111M +13% 14.2% 224% 16 6.25%
JMFC
2030
J.M. Forbes & Co
Massachusetts
$976M +$53.4M +6% 5.76% 95.1% 136 5.88%
ICP
2031
Ilex Capital Partners
United Kingdom
$976M -$42.7M -4% 0.3% 32 78.13%
BOPW
2032
Brandywine Oak Private Wealth
Pennsylvania
$974M +$14.2M +1% 2.03% 55.7% 238 5.46%
AC
2033
Avestar Capital
New York
$974M +$20M +2% 6.54% 83.6% 526 26.05%
1WCM
2034
12 West Capital Management
New York
$973M -$136M -12% 7.99% 136% 25 24%
AIM
2035
Anchor Investment Management
South Carolina
$972M +$17.7M +2% 1.96% 59.4% 1,077 10.96%
SVWAG
2036
Sound View Wealth Advisors Group
Georgia
$970M +$32M +3% 3.5% 60.5% 374 5.08%
FNT
2037
First Nebraska Trust
Nebraska
$970M +$1.14M +0.1% 0.09% 48% 198 5.05%
SMC
2038
Smith, Moore & Co
Missouri
$970M +$31.2M +3% 1.64% 55.8% 458 10.04%
CIAS
2039
Capital Investment Advisory Services
North Carolina
$969M +$35.6M +4% 2.56% 69.3% 1,004 9.06%
PWMAG
2040
Pinnacle Wealth Management Advisory Group
New Jersey
$969M +$37M +4% 2.69% 64.3% 373 9.65%
LF
2041
Longbow Finance
Switzerland
$967M -$21.5M -2% 6.54% 133% 86 3.49%
GGI
2042
Godsey & Gibb Inc
Virginia
$967M +$17.6M +2% 0.52% 78.9% 440 22.27%
VCP
2043
Verus Capital Partners
Arizona
$967M +$61.7M +7% 6.74% 83% 380 15.26%
BFS
2044
Bard Financial Services
Connecticut
$967M +$25.6M +3% 4.74% 90.1% 238 7.14%
PAM
2045
Palisade Asset Management
Minnesota
$967M -$59.5M -6% 0.39% 61.8% 408 53.43%
RP
2046
Regal Partners
Australia
$965M -$29.4M -3% 3.21% 133% 62 48.39%
NIP
2047
Nicholas Investment Partners
California
$964M -$12.5M -1% 7.78% 362% 244 35.66%
CA
2048
CoreCap Advisors
Michigan
$963M -$925M -49% 4.37% 83.5% 2,675 45.68%
TCBWMS
2049
Texas Capital Bank Wealth Management Services
Texas
$962M +$51.6M +6% 4.34% 68.2% 225 21.33%
CA
2050
Callahan Advisors
Texas
$962M +$8.28M +0.9% 1.46% 75.6% 152 9.21%