Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
WC
1951
Woodstock Corp
Massachusetts
$983M +$17.4M +2% 5.31% 97.4% 167
LOAMS
1952
Lombard Odier Asset Management (Switzerland)
Switzerland
$983M -$438M -31% 6.47% 103% 361
FFW
1953
Fusion Family Wealth
New York
$982M +$17M +2% 0.8% 44.2% 43
TCM
1954
Tang Capital Management
California
$982M +$21.4M +2% 9.39% 291% 143
WDA
1955
Wendell David Associates
New Hampshire
$981M -$8.26M -0.8% 1% 59.6% 166
RAA
1956
RWC Asset Advisors
Florida
$980M -$294M -23% 1.97% 173% 23
YDMI
1957
Y.D. More Investments
Israel
$980M +$416M +74% 5.59% 471
CAM
1958
ClariVest Asset Management
California
$980M +$15.9M +2% 7.9% 106% 949
LWL
1959
Leo Wealth LLC
Texas
$980M +$2.88M +0.3% 0.99% 358
MSDF
1960
Michael & Susan Dell Foundation
New York
$980M +$178M +22% 13.3% 109% 6
PC
1961
Permanens Capital
New York
$980M +$166M +20% 0.92% 60% 29
FNFDCM
1962
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$978M -$1.81M -0.2% 0.95% 43.1% 171
SS
1963
Sunbelt Securities
Texas
$978M +$81.2M +9% 3.96% 73.8% 1,834
OCMI
1964
Oaktop Capital Management II
New Jersey
$976M +$111M +13% 14.2% 128% 16
JMFC
1965
J.M. Forbes & Co
Massachusetts
$976M +$53.4M +6% 5.76% 89.1% 136
ICP
1966
Ilex Capital Partners
United Kingdom
$976M -$42.7M -4% 0.3% 32
1WCM
1967
12 West Capital Management
New York
$973M -$125M -11% 7.99% 188% 24
BOPW
1968
Brandywine Oak Private Wealth
Pennsylvania
$972M +$14.9M +2% 2.03% 43.5% 237
AIM
1969
Anchor Investment Management
South Carolina
$972M +$17.7M +2% 1.96% 58.6% 1,088
SVWAG
1970
Sound View Wealth Advisors Group
Georgia
$970M +$32M +3% 3.5% 57.4% 374
SMC
1971
Smith, Moore & Co
Missouri
$970M +$31.2M +3% 1.64% 51.1% 458
CIAS
1972
Capital Investment Advisory Services
North Carolina
$969M +$35.7M +4% 2.56% 48.2% 1,003
PWMAG
1973
Pinnacle Wealth Management Advisory Group
New Jersey
$969M +$37M +4% 2.69% 62.4% 373
LF
1974
Longbow Finance
Switzerland
$967M -$21.5M -2% 6.54% 86
GGI
1975
Godsey & Gibb Inc
Virginia
$967M +$17.6M +2% 0.52% 56.2% 441