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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
OWM
3126
Orgel Wealth Management
Wisconsin
$265M +$13.1M +5% 12.5% 36.6% 54 31.48%
GMA
3127
Goldstein Munger & Associates
California
$265M +$62.2M +31% 19% 11.9% 39 10.26%
PAS
3128
Partnervest Advisory Services
California
$265M +$42.4M +19% 21.6% 45.1% 260 35%
WCMN
3129
Westchester Capital Management (Nebraska)
Nebraska
$265M +$41.4M +19% 16.7% 107% 51 19.61%
NB
3130
Nicolet Bankshares
Wisconsin
$265M +$43.4M +20% 15.9% 75.5% 187 17.65%
SIA
3131
Strategic Investment Advisors
Michigan
$265M +$47.1M +22% 13.1% 66.1% 180 23.89%
PC
3132
Permanens Capital
New York
$265M -$52M -16% 22.5% 76.9% 130 27.69%
DMC
3133
Drexel Morgan & Co
Pennsylvania
$265M +$6.57M +3% 13.2% 50.1% 97 14.43%
MMG
3134
Monetary Management Group
Missouri
$265M +$38.7M +17% 24.6% 138% 289 10.73%
CIG
3135
Consolidated Investment Group
Colorado
$265M +$38.1M +17% 26.9% 140% 65 4.62%
DC
3136
Dendur Capital
New York
$264M +$107M +68% 38.2% 99.6% 24 66.67%
CA
3137
Cumberland Advisors
Florida
$264M +$18.7M +8% 23.1% 73.5% 68 17.65%
SQA
3138
Simon Quick Advisors
New Jersey
$264M -$5.51M -2% 18.7% 69.5% 517 21.86%
EP
3139
Eudaimonia Partners
Tennessee
$264M +$36.1M +16% 17.8% 790 22.66%
ICM
3140
Indaba Capital Management
California
$264M +$78.3M +42% 25.5% 66.7% 27 51.85%
SP
3141
Solel Partners
Massachusetts
$264M +$59.5M +29% 15.5% 25.9% 19 57.89%
FC
3142
Fulcrum Capital
Washington
$264M +$43.6M +20% 25% 83.4% 69 15.94%
EWF
3143
Epstein & White Financial
California
$264M +$25.1M +11% 15.8% 51% 85 18.82%
WC
3144
Westwind Capital
New Mexico
$264M +$70.1M +36% 42.7% 78.1% 45 13.33%
AAM
3145
AR Asset Management
California
$264M +$21M +9% 15.8% 64.9% 117 5.98%
SG
3146
StoneX Group
New York
$264M +$75.3M +40% 21.8% 85.2% 305 21.31%
PPW
3147
Pasadena Private Wealth
California
$264M +$20.7M +9% 10.5% 53% 93 35.48%
VU
3148
Vanderbilt University
Tennessee
$263M +$66.4M +34% 34.4% 61.8% 8 37.5%
CWP
3149
CFM Wealth Partners
Texas
$263M +$47.9M +22% 28.1% 152% 581 16.87%
CFSG
3150
Community Financial Services Group
Vermont
$263M -$30.4M -10% 17.4% 88 26.14%