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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)
PJB
3126
Paul John Balson
California
$266M +$79.1M +42% 40.7% – 78 23.08% 0.2
Orgel Wealth Management
3127
Orgel Wealth Management
Wisconsin
$265M +$13.1M +5% 12.5% 39.6% 54 31.48% 1.7
Goldstein Munger & Associates
3128
Goldstein Munger & Associates
California
$265M +$62.2M +31% 19% 11.9% 39 10.26% 4.5
PAS
3129
Partnervest Advisory Services
California
$265M +$42.4M +19% 21.5% 45.1% 260 35% 2.5
WCMN
3130
Westchester Capital Management (Nebraska)
Nebraska
$265M +$41.4M +19% 16.7% 121% 51 19.61% 4.5
Nicolet Bankshares
3131
Nicolet Bankshares
Wisconsin
$265M +$43.4M +20% 15.9% 75.5% 187 17.65% 3.2
SIA
3132
Strategic Investment Advisors
Michigan
$265M +$47.1M +22% 13.1% 66.1% 180 23.89% 1
Permanens Capital
3133
Permanens Capital
New York
$265M -$52M -16% 22.5% 76.9% 130 27.69% 1
Drexel Morgan & Co
3134
Drexel Morgan & Co
Pennsylvania
$265M +$6.57M +3% 13.2% 50.1% 97 14.43% 4.5
Monetary Management Group
3135
Monetary Management Group
Missouri
$265M +$38.7M +17% 24.6% 138% 289 10.73% 4.5
Consolidated Investment Group
3136
Consolidated Investment Group
Colorado
$265M +$38.1M +17% 26.9% 140% 65 4.62% 3.2
Dendur Capital
3137
Dendur Capital
New York
$264M +$107M +68% 38.2% 99.6% 24 66.67% 0.2
Cumberland Advisors
3138
Cumberland Advisors
Florida
$264M +$18.7M +8% 23.1% 80.7% 68 17.65% 1.7
Simon Quick Advisors
3139
Simon Quick Advisors
New Jersey
$264M -$5.51M -2% 18.7% 77.8% 517 21.86% 1.3
Eudaimonia Partners
3140
Eudaimonia Partners
Tennessee
$264M +$36.1M +16% 17.8% – 790 22.66% 0.4
ICM
3141
Indaba Capital Management
California
$264M +$78.3M +42% 25.5% 66.7% 27 51.85% 0.8
SP
3142
Solel Partners
Massachusetts
$264M +$59.5M +29% 15.5% 25.9% 19 57.89% 0.2
Fulcrum Capital
3143
Fulcrum Capital
Washington
$264M +$43.6M +20% 25% 102% 69 15.94% 1.6
Epstein & White Financial
3144
Epstein & White Financial
California
$264M +$25.1M +11% 15.8% 51% 85 18.82% 1.4
Westwind Capital
3145
Westwind Capital
New Mexico
$264M +$70.1M +36% 42.7% 87.6% 45 13.33% 1.7
AAM
3146
AR Asset Management
California
$264M +$21M +9% 15.8% 64.9% 117 5.98% 5.3
StoneX Group
3147
StoneX Group
New York
$264M +$75.3M +40% 21.8% 85.2% 305 21.31% 1.6
Pasadena Private Wealth
3148
Pasadena Private Wealth
California
$264M +$20.7M +9% 10.5% 53% 93 35.48% 0.7
Vanderbilt University
3149
Vanderbilt University
Tennessee
$263M +$66.4M +34% 34.4% 61.8% 8 37.5% 0.8
CFM Wealth Partners
3150
CFM Wealth Partners
Texas
$263M +$47.9M +22% 28.1% 152% 581 16.87% 0.4