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
TAM
1951
Taurus Asset Management
New York
$987M -$182K -0% 91
WC
1952
Woodstock Corp
Massachusetts
$983M +$17.4M +2% 167
LOAMS
1953
Lombard Odier Asset Management (Switzerland)
Switzerland
$983M -$438M -31% 361
FFW
1954
Fusion Family Wealth
New York
$982M +$17M +2% 43
TCM
1955
Tang Capital Management
California
$982M +$21.4M +2% 143
WDA
1956
Wendell David Associates
New Hampshire
$981M -$8.26M -0.8% 166
RAA
1957
RWC Asset Advisors
Florida
$980M -$294M -23% 23
YDMI
1958
Y.D. More Investments
Israel
$980M +$416M +74% 471
CAM
1959
ClariVest Asset Management
California
$980M +$15.9M +2% 949
LWL
1960
Leo Wealth LLC
Texas
$980M +$2.88M +0.3% 358
MSDF
1961
Michael & Susan Dell Foundation
New York
$980M +$178M +22% 6
PC
1962
Permanens Capital
New York
$980M +$166M +20% 29
FNFDCM
1963
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$978M -$1.81M -0.2% 171
SS
1964
Sunbelt Securities
Texas
$978M +$81.2M +9% 1,834
OCMI
1965
Oaktop Capital Management II
New Jersey
$976M +$111M +13% 16
JMFC
1966
J.M. Forbes & Co
Massachusetts
$976M +$53.4M +6% 136
ICP
1967
Ilex Capital Partners
United Kingdom
$976M -$42.7M -4% 32
1WCM
1968
12 West Capital Management
New York
$973M -$125M -11% 24
BOPW
1969
Brandywine Oak Private Wealth
Pennsylvania
$972M +$14.9M +2% 237
AIM
1970
Anchor Investment Management
South Carolina
$972M +$17.7M +2% 1,088
SVWAG
1971
Sound View Wealth Advisors Group
Georgia
$970M +$32M +3% 374
SMC
1972
Smith, Moore & Co
Missouri
$970M +$31.2M +3% 458
CIAS
1973
Capital Investment Advisory Services
North Carolina
$969M +$35.7M +4% 1,003
PWMAG
1974
Pinnacle Wealth Management Advisory Group
New Jersey
$969M +$37M +4% 373
LF
1975
Longbow Finance
Switzerland
$967M -$21.5M -2% 86