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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 Avg Holding
Period (Yrs)
Peak Capital Management
4026
Peak Capital Management
Colorado
$136M -$29.3M -18% 2.47% 9.52% 193 62.69% 0.8
WPA
4027
Winning Points Advisors
Florida
$136M +$10.9M +9% 8.24% – 77 9.09% 1.5
Amtrust Financial Services
4028
Amtrust Financial Services
New York
$136M -$5.03M -4% 8.42% 61.9% 74 63.51% 0.6
Crestview Partners II
4029
Crestview Partners II
New York
$136M -$25.8M -16% 15.9% 157% 2 0% 1.5
Ogorek Anthony Joseph
4030
Ogorek Anthony Joseph
New York
$136M +$7.24M +6% 4.44% 61.1% 161 21.74% 1.2
Ellenbecker Investment Group
4031
Ellenbecker Investment Group
Wisconsin
$135M +$9.42M +7% 3.97% 56.3% 53 13.21% 0.6
Archer Capital Management
4032
Archer Capital Management
New York
$135M -$44.3M -25% 12.6% 72.3% 28 32.14% 1.7
Clear Perspective Advisors
4033
Clear Perspective Advisors
Illinois
$135M -$8.09M -6% 6.08% 88.5% 491 72.51% 1.5
West Branch Capital
4034
West Branch Capital
Massachusetts
$135M +$7.92M +6% 9.95% 156% 93 7.53% 0.4
SWMG
4035
Signature Wealth Management Group
Georgia
$135M -$329K -0.2% 4.06% – 365 16.16% 0.7
Oakcliff Capital Partners
4036
Oakcliff Capital Partners
New York
$135M +$2.63M +2% 3.58% 133% 11 9.09% 1
StoneX Group
4037
StoneX Group
New York
$135M +$18.6M +16% 6.82% 85.2% 247 15.79% 0.9
Allied Investment Advisors
4038
Allied Investment Advisors
Montana
$135M +$11.9M +10% 9.75% 68.4% 47 6.38% 0.7
Aquiline Capital Partners
4039
Aquiline Capital Partners
New York
$135M -$2.68M -2% 1.96% 14.7% 1 0% 1.3
Mill Road Capital Management
4040
Mill Road Capital Management
Connecticut
$135M -$32.2M -19% 3.06% 85.1% 12 0% 2.6
Profit Investment Management
4041
Profit Investment Management
Maryland
$134M +$8.64M +7% 10.7% 101% 73 1.37% 3.9
Abbot Financial Management
4042
Abbot Financial Management
Massachusetts
$134M +$8.7M +7% 7.75% 102% 117 3.42% 1.1
MFA Wealth Advisors
4043
MFA Wealth Advisors
Pennsylvania
$134M -$18.1M -12% 3.35% 68.6% 64 26.56% 0.6
SC
4044
Spindletop Capital
New York
$134M +$620K +0.5% 1% – 11 9.09% 2.8
Summit Financial Group
4045
Summit Financial Group
West Virginia
$134M +$5.69M +4% 7.8% 26.1% 128 9.38% 1.1
AllSquare Wealth Management
4046
AllSquare Wealth Management
New York
$134M +$1.78M +1% 2.28% 62.4% 528 12.69% 1.4
Billings Capital Management
4047
Billings Capital Management
Virginia
$134M +$6.76M +5% 4.76% – 11 45.45% 1.1
Kiley Juergens Wealth Management
4048
Kiley Juergens Wealth Management
Washington
$134M +$21.9M +20% 8.57% 106% 800 9.88% 0.3
Addison Capital
4049
Addison Capital
Pennsylvania
$134M +$4.39M +3% 3.55% 59.7% 121 17.36% 2.8
St. Johns Investment Management
4050
St. Johns Investment Management
Florida
$134M -$2.38M -2% 7.03% 80.9% 203 18.23% 3