Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PAS
3001
Partnervest Advisory Services
California
$265M +$42.6M +19% 21.5% 45.1% 249
WCMN
3002
Westchester Capital Management (Nebraska)
Nebraska
$265M +$41.4M +19% 16.7% 65.1% 51
NB
3003
Nicolet Bankshares
Wisconsin
$265M +$43.4M +20% 15.9% 71.2% 187
SIA
3004
Strategic Investment Advisors
Michigan
$265M +$47.1M +22% 13.1% 56.9% 180
PC
3005
Permanens Capital
New York
$265M -$52M -16% 22.5% 60% 137
DMC
3006
Drexel Morgan & Co
Pennsylvania
$265M +$6.57M +3% 13.2% 35.7% 97
MMG
3007
Monetary Management Group
Missouri
$265M +$38.7M +17% 24.6% 100% 289
CIG
3008
Consolidated Investment Group
Colorado
$265M +$38.1M +17% 26.9% 93.7% 65
CA
3009
Cumberland Advisors
Florida
$264M +$18.7M +8% 23.1% 63.5% 68
SQA
3010
Simon Quick Advisors
New Jersey
$264M -$5.51M -2% 18.7% 67.1% 517
EP
3011
Eudaimonia Partners
Tennessee
$264M +$36.6M +16% 17.8% – 784
ICM
3012
Indaba Capital Management
California
$264M +$78.3M +42% 25.5% 23.4% 28
FC
3013
Fulcrum Capital
Washington
$264M +$43.6M +20% 25% 94% 69
EWF
3014
Epstein & White Financial
California
$264M +$25.1M +11% 15.8% 51% 86
WC
3015
Westwind Capital
New Mexico
$264M +$70.1M +36% 42.7% 93.8% 45
AAM
3016
AR Asset Management
California
$264M +$21M +9% 15.9% 56.1% 117
SG
3017
StoneX Group
New York
$264M +$75.3M +40% 21.8% 64.6% 305
PPW
3018
Pasadena Private Wealth
California
$264M +$20.7M +9% 10.5% 40.4% 83
VU
3019
Vanderbilt University
Tennessee
$263M +$66.4M +34% 34.4% 38% 8
MAMNY
3020
Marathon Asset Management (New York)
New York
$263M +$27.7M +12% 1.02% 66.8% 18
CWP
3021
CFM Wealth Partners
Texas
$263M +$47.9M +22% 28.1% 132% 581
CFSG
3022
Community Financial Services Group
Vermont
$263M -$30.4M -10% 17.4% – 88
PFG
3023
PAX Financial Group
Texas
$263M +$28.4M +12% 16.1% 44.4% 131
FC
3024
FCA Corp
Texas
$262M +$33.9M +15% 15.8% 45% 152
SWK
3025
Stephen W. Kidder
$262M +$42M +19% 20.8% 68.7% 69
119 120
121
122 123