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
YU
3001
Yale University
Connecticut
$267M $0 0% 9
MJP
3002
Michael J. Puzo
$267M +$40.1M +18% 76
TFF
3003
The Family Firm
Maryland
$267M +$32.2M +14% 143
MCM
3004
McRae Capital Management
New Jersey
$267M +$61.8M +30% 92
SWM
3005
Stockman Wealth Management
Montana
$267M +$41.5M +18% 172
EIP
3006
Ellis Investment Partners
Pennsylvania
$267M +$55.9M +27% 783
CC
3007
Cannell Capital
Wyoming
$267M +$26.2M +11% 59
SIG
3008
Sargent Investment Group
Maryland
$266M +$48.8M +22% 155
HC
3009
Hamilton Capital
Ohio
$266M -$6.43M -2% 42
PJB
3010
Paul John Balson
California
$266M +$79.1M +42% 78
BC
3011
Beaconlight Capital
New York
$266M -$41.3M -13% 44
OWM
3012
Orgel Wealth Management
Wisconsin
$265M +$13.1M +5% 54
GMA
3013
Goldstein Munger & Associates
California
$265M +$62.2M +31% 39
PAS
3014
Partnervest Advisory Services
California
$265M +$42.6M +19% 249
WCMN
3015
Westchester Capital Management (Nebraska)
Nebraska
$265M +$41.4M +19% 51
NB
3016
Nicolet Bankshares
Wisconsin
$265M +$43.4M +20% 187
SIA
3017
Strategic Investment Advisors
Michigan
$265M +$47.1M +22% 180
PC
3018
Permanens Capital
New York
$265M -$52M -16% 137
DMC
3019
Drexel Morgan & Co
Pennsylvania
$265M +$6.57M +3% 97
MMG
3020
Monetary Management Group
Missouri
$265M +$38.7M +17% 289
CIG
3021
Consolidated Investment Group
Colorado
$265M +$38.1M +17% 65
CA
3022
Cumberland Advisors
Florida
$264M +$18.7M +8% 68
SQA
3023
Simon Quick Advisors
New Jersey
$264M -$5.51M -2% 517
EP
3024
Eudaimonia Partners
Tennessee
$264M +$36.6M +16% 784
ICM
3025
Indaba Capital Management
California
$264M +$78.3M +42% 28