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
PP
1951
Pegasus Partners
Wisconsin
$992M +$48M +5% 172
PP
1952
PDS Planning
Ohio
$991M +$39.4M +4% 417
JSAM
1953
J. Safra Asset Management
New York
$991M +$108M +12% 284
SAF
1954
Smith Anglin Financial
Texas
$990M +$20.9M +2% 213
FP
1955
FPR Partners
California
$989M -$270M -21% 16
WA
1956
WBH Advisory
Maryland
$988M +$16.2M +2% 320
TAM
1957
Taurus Asset Management
New York
$987M -$182K -0% 91
WC
1958
Woodstock Corp
Massachusetts
$983M +$17.4M +2% 167
LOAMS
1959
Lombard Odier Asset Management (Switzerland)
Switzerland
$983M -$438M -31% 361
FFW
1960
Fusion Family Wealth
New York
$982M +$17M +2% 43
TCM
1961
Tang Capital Management
California
$982M +$21.4M +2% 143
WDA
1962
Wendell David Associates
New Hampshire
$981M -$8.26M -0.8% 166
RAA
1963
RWC Asset Advisors
Florida
$980M -$294M -23% 23
YDMI
1964
Y.D. More Investments
Israel
$980M +$416M +74% 471
CAM
1965
ClariVest Asset Management
California
$980M +$15.9M +2% 949
LWL
1966
Leo Wealth LLC
Texas
$980M +$2.88M +0.3% 358
MSDF
1967
Michael & Susan Dell Foundation
New York
$980M +$178M +22% 6
PC
1968
Permanens Capital
New York
$980M +$166M +20% 29
FNFDCM
1969
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$978M -$1.81M -0.2% 171
SS
1970
Sunbelt Securities
Texas
$978M +$81.2M +9% 1,834
OCMI
1971
Oaktop Capital Management II
New Jersey
$976M +$111M +13% 16
JMFC
1972
J.M. Forbes & Co
Massachusetts
$976M +$53.4M +6% 136
ICP
1973
Ilex Capital Partners
United Kingdom
$976M -$42.7M -4% 32
1WCM
1974
12 West Capital Management
New York
$973M -$125M -11% 24
BOPW
1975
Brandywine Oak Private Wealth
Pennsylvania
$972M +$14.9M +2% 237