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
3001
Orgel Wealth Management
Wisconsin
$265M +$13.1M +5% 54
GMA
3002
Goldstein Munger & Associates
California
$265M +$62.2M +31% 39
PAS
3003
Partnervest Advisory Services
California
$265M +$42.6M +19% 249
WCMN
3004
Westchester Capital Management (Nebraska)
Nebraska
$265M +$41.4M +19% 51
NB
3005
Nicolet Bankshares
Wisconsin
$265M +$43.4M +20% 187
SIA
3006
Strategic Investment Advisors
Michigan
$265M +$47.1M +22% 180
PC
3007
Permanens Capital
New York
$265M -$52M -16% 137
DMC
3008
Drexel Morgan & Co
Pennsylvania
$265M +$6.57M +3% 97
MMG
3009
Monetary Management Group
Missouri
$265M +$38.7M +17% 289
CIG
3010
Consolidated Investment Group
Colorado
$265M +$38.1M +17% 65
CA
3011
Cumberland Advisors
Florida
$264M +$18.7M +8% 68
SQA
3012
Simon Quick Advisors
New Jersey
$264M -$5.51M -2% 517
EP
3013
Eudaimonia Partners
Tennessee
$264M +$36.6M +16% 784
ICM
3014
Indaba Capital Management
California
$264M +$78.3M +42% 28
FC
3015
Fulcrum Capital
Washington
$264M +$43.6M +20% 69
EWF
3016
Epstein & White Financial
California
$264M +$25.1M +11% 86
WC
3017
Westwind Capital
New Mexico
$264M +$70.1M +36% 45
AAM
3018
AR Asset Management
California
$264M +$21M +9% 117
SG
3019
StoneX Group
New York
$264M +$75.3M +40% 305
PPW
3020
Pasadena Private Wealth
California
$264M +$20.7M +9% 83
VU
3021
Vanderbilt University
Tennessee
$263M +$66.4M +34% 8
MAMNY
3022
Marathon Asset Management (New York)
New York
$263M +$27.7M +12% 18
CWP
3023
CFM Wealth Partners
Texas
$263M +$47.9M +22% 581
CFSG
3024
Community Financial Services Group
Vermont
$263M -$30.4M -10% 88
PFG
3025
PAX Financial Group
Texas
$263M +$28.4M +12% 131