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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)
WDA
2051
Wendell David Associates
New Hampshire
$981M -$8.26M -0.8% 1% 46% 166 6.02% 7.6
RWC Asset Advisors
2052
RWC Asset Advisors
Florida
$980M -$294M -23% 1.97% 267% 23 26.09% 2
Y.D. More Investments
2053
Y.D. More Investments
Israel
$980M +$416M +74% 5.57% 305% 471 32.48% 0.9
ClariVest Asset Management
2054
ClariVest Asset Management
California
$980M +$15.9M +2% 7.9% 106% 949 21.5% 1.9
Leo Wealth LLC
2055
Leo Wealth LLC
Texas
$980M +$2.88M +0.3% 0.99% – 358 14.25% 0.4
Michael & Susan Dell Foundation
2056
Michael & Susan Dell Foundation
New York
$980M +$178M +22% 13.3% 238% 6 66.67% 2.4
Permanens Capital
2057
Permanens Capital
New York
$980M +$166M +20% 0.92% 76.9% 29 17.24% 3.6
Folger Nolan Fleming Douglas Capital Management
2058
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$978M -$1.81M -0.2% 0.95% 77.5% 171 7.02% 8.1
Sunbelt Securities
2059
Sunbelt Securities
Texas
$978M +$81.2M +9% 3.96% 83.5% 1,828 8.53% 1.8
OCMI
2060
Oaktop Capital Management II
New Jersey
$976M +$111M +13% 14.2% 451% 16 6.25% 6.5
J.M. Forbes & Co
2061
J.M. Forbes & Co
Massachusetts
$976M +$53.4M +6% 5.76% 112% 136 5.88% 5.9
Ilex Capital Partners
2062
Ilex Capital Partners
United Kingdom
$976M -$42.7M -4% 0.3% – 32 78.13% 0.1
Brandywine Oak Private Wealth
2063
Brandywine Oak Private Wealth
Pennsylvania
$974M +$14.2M +1% 2.03% 62.2% 238 5.46% 4.1
1WCM
2064
12 West Capital Management
New York
$973M -$136M -12% 7.99% 169% 25 24% 2.4
Anchor Investment Management
2065
Anchor Investment Management
South Carolina
$972M +$17.7M +2% 1.96% 75.1% 1,077 10.96% 4.9
Sound View Wealth Advisors Group
2066
Sound View Wealth Advisors Group
Georgia
$970M +$32M +3% 3.5% 73% 374 5.08% 3.3
First Nebraska Trust
2067
First Nebraska Trust
Nebraska
$970M +$1.14M +0.1% 0.09% 67.9% 198 5.05% 5.9
Smith, Moore & Co
2068
Smith, Moore & Co
Missouri
$970M +$31.2M +3% 1.64% 67% 458 10.04% 4.5
Capital Investment Advisory Services
2069
Capital Investment Advisory Services
North Carolina
$969M +$35.6M +4% 2.56% 69.3% 1,004 9.06% 3.3
PWMAG
2070
Pinnacle Wealth Management Advisory Group
New Jersey
$969M +$37M +4% 2.69% 90.7% 373 9.65% 3.7
Longbow Finance
2071
Longbow Finance
Switzerland
$967M -$21.5M -2% 6.54% 162% 86 3.49% 0.8
Godsey & Gibb Inc
2072
Godsey & Gibb Inc
Virginia
$967M +$17.6M +2% 0.52% 87.5% 440 22.27% 1
Verus Capital Partners
2073
Verus Capital Partners
Arizona
$967M +$61.7M +7% 6.74% 139% 380 15.26% 2.5
BFS
2074
Bard Financial Services
Connecticut
$967M +$25.6M +3% 4.74% 90.1% 238 7.14% 2.9
Palisade Asset Management
2075
Palisade Asset Management
Minnesota
$967M -$59.5M -6% 0.39% 61.8% 408 53.43% 7.2