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
PPW
3026
Pasadena Private Wealth
California
$264M +$20.7M +9% 83
VU
3027
Vanderbilt University
Tennessee
$263M +$66.4M +34% 8
MAMNY
3028
Marathon Asset Management (New York)
New York
$263M +$27.7M +12% 18
CWP
3029
CFM Wealth Partners
Texas
$263M +$47.9M +22% 581
CFSG
3030
Community Financial Services Group
Vermont
$263M -$30.4M -10% 88
PFG
3031
PAX Financial Group
Texas
$263M +$28.4M +12% 131
FC
3032
FCA Corp
Texas
$262M +$33.9M +15% 152
SWK
3033
Stephen W. Kidder
$262M +$42M +19% 69
ACM
3034
Aisling Capital Management
New York
$262M +$32.5M +14% 14
CC
3035
Covalis Capital
United Kingdom
$262M +$44.3M +20% 23
HIML
3036
HughesLittle Investment Management Ltd.
$262M +$38.1M +17% 15
IF
3037
Intrua Financial
Texas
$262M 248
PFGIA
3038
Patriot Financial Group Insurance Agency
Massachusetts
$261M +$42.5M +19% 1,942
BPCM
3039
Beach Point Capital Management
California
$261M +$155M +145% 28
SHCM
3040
Shelter Haven Capital Management
New Jersey
$261M -$2.62M -1% 20
SCM
3041
Soros Capital Management
New York
$261M +$202M +344% 51
HFA
3042
Hoover Financial Advisors
Pennsylvania
$261M +$80.2M +44% 517
CC
3043
Cedar Capital
Illinois
$261M +$49.3M +23% 177
WIS
3044
Wright Investors Service
Connecticut
$261M +$28.4M +12% 161
SWM
3045
Sugarloaf Wealth Management
Georgia
$261M +$37.2M +17% 788
KCPG
3046
Kavar Capital Partners Group
Kansas
$260M +$51.9M +25% 129
RCM
3047
Requisite Capital Management
Texas
$260M +$30.1M +13% 72
MCM
3048
Marathon Capital Management
Maryland
$260M +$42.5M +20% 149
CG
3049
CFO4Life Group
Texas
$260M +$73.3M +39% 134
DACG
3050
Donor Advised Charitable Giving
California
$260M +$62.9M +32% 56