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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
PJB
3126
Paul John Balson
Marina Del Rey,
California
| $266M | +$79.1M | +42% | 40.7% | – | 78 | 23.08% | 0.2 |
|
| 3127 |
3127
Orgel Wealth Management
Altoona,
Wisconsin
| $265M | +$13.1M | +5% | 12.5% | 39.6% | 54 | 31.48% | 1.7 |
|
| 3128 |
3128
Goldstein Munger & Associates
San Ramon,
California
| $265M | +$62.2M | +31% | 19% | 11.9% | 39 | 10.26% | 4.5 |
|
| 3129 |
PAS
3129
Partnervest Advisory Services
Santa Barbara,
California
| $265M | +$42.4M | +19% | 21.5% | 45.1% | 260 | 35% | 2.5 |
|
| 3130 |
WCMN
3130
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $265M | +$41.4M | +19% | 16.7% | 121% | 51 | 19.61% | 4.5 |
|
| 3131 |
3131
Nicolet Bankshares
Green Bay,
Wisconsin
| $265M | +$43.4M | +20% | 15.9% | 75.5% | 187 | 17.65% | 3.2 |
|
| 3132 |
SIA
3132
Strategic Investment Advisors
Farmington Hills,
Michigan
| $265M | +$47.1M | +22% | 13.1% | 66.1% | 180 | 23.89% | 1 |
|
| 3133 |
3133
Permanens Capital
New York
| $265M | -$52M | -16% | 22.5% | 76.9% | 130 | 27.69% | 1 |
|
| 3134 |
3134
Drexel Morgan & Co
Radnor,
Pennsylvania
| $265M | +$6.57M | +3% | 13.2% | 50.1% | 97 | 14.43% | 4.5 |
|
| 3135 |
3135
Monetary Management Group
St Louis,
Missouri
| $265M | +$38.7M | +17% | 24.6% | 138% | 289 | 10.73% | 4.5 |
|
| 3136 |
3136
Consolidated Investment Group
Englewood,
Colorado
| $265M | +$38.1M | +17% | 26.9% | 140% | 65 | 4.62% | 3.2 |
|
| 3137 |
3137
Dendur Capital
New York
| $264M | +$107M | +68% | 38.2% | 99.6% | 24 | 66.67% | 0.2 |
|
| 3138 |
3138
Cumberland Advisors
Sarasota,
Florida
| $264M | +$18.7M | +8% | 23.1% | 80.7% | 68 | 17.65% | 1.7 |
|
| 3139 |
3139
Simon Quick Advisors
Morristown,
New Jersey
| $264M | -$5.51M | -2% | 18.7% | 77.8% | 517 | 21.86% | 1.3 |
|
| 3140 |
3140
Eudaimonia Partners
Winchester,
Tennessee
| $264M | +$36.1M | +16% | 17.8% | – | 790 | 22.66% | 0.4 |
|
| 3141 |
ICM
3141
Indaba Capital Management
San Francisco,
California
| $264M | +$78.3M | +42% | 25.5% | 66.7% | 27 | 51.85% | 0.8 |
|
| 3142 |
SP
3142
Solel Partners
Boston,
Massachusetts
| $264M | +$59.5M | +29% | 15.5% | 25.9% | 19 | 57.89% | 0.2 |
|
| 3143 |
3143
Fulcrum Capital
Seattle,
Washington
| $264M | +$43.6M | +20% | 25% | 102% | 69 | 15.94% | 1.6 |
|
| 3144 |
3144
Epstein & White Financial
San Diego,
California
| $264M | +$25.1M | +11% | 15.8% | 51% | 85 | 18.82% | 1.4 |
|
| 3145 |
3145
Westwind Capital
Las Cruces,
New Mexico
| $264M | +$70.1M | +36% | 42.7% | 87.6% | 45 | 13.33% | 1.7 |
|
| 3146 |
AAM
3146
AR Asset Management
West Hollywood,
California
| $264M | +$21M | +9% | 15.8% | 64.9% | 117 | 5.98% | 5.3 |
|
| 3147 |
3147
StoneX Group
New York
| $264M | +$75.3M | +40% | 21.8% | 85.2% | 305 | 21.31% | 1.6 |
|
| 3148 |
3148
Pasadena Private Wealth
Pasadena,
California
| $264M | +$20.7M | +9% | 10.5% | 53% | 93 | 35.48% | 0.7 |
|
| 3149 |
3149
Vanderbilt University
Nashville,
Tennessee
| $263M | +$66.4M | +34% | 34.4% | 61.8% | 8 | 37.5% | 0.8 |
|
| 3150 |
3150
CFM Wealth Partners
Austin,
Texas
| $263M | +$47.9M | +22% | 28.1% | 152% | 581 | 16.87% | 0.4 |
|