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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
SMR
4251
SIH MPH Rollover
New York
$232M $0 0% 40.9% 1 0%
CIC
4252
Chase Investment Counsel
Virginia
$232M -$9.89M -4% 3.13% 350% 117 23.93%
OPAM
4253
Olympus Peak Asset Management
Connecticut
$232M -$162M -41% 0% 9 88.89%
JFG
4254
Jefferies Financial Group
New York
$232M +$61.2M +36% 12% 135% 6 33.33%
HAFS
4255
Hapanowicz & Associates Financial Services
Pennsylvania
$232M +$5.06M +2% 0.9% 58.5% 30 0%
AFA
4256
Alta Fundamental Advisers
New York
$232M +$39.5M +21% 24.4% 340% 29 31.03%
IBOK
4257
Independence Bank of Kentucky
Kentucky
$231M +$5.45M +2% 0.85% 80.6% 410 10%
MA
4258
Modus Advisors
Minnesota
$231M -$6.61M -3% 0.29% 89.5% 269 62.83%
CPIA
4259
Cornell Pochily Investment Advisors
New York
$231M +$3.54M +2% 0.12% 83.7% 161 1.86%
UWM
4260
USAdvisors Wealth Management
Minnesota
$231M +$46.9M +25% 1.09% 55% 115 13.04%
MLIM
4261
Mountain Lake Investment Management
Florida
$231M +$25.9M +13% 2.84% 64% 31 12.9%
HAC
4262
Harbor Advisory Corp
New Hampshire
$230M +$8.67M +4% 0.24% 63.2% 80 7.5%
HCM
4263
HM Capital Management
Missouri
$230M +$2.13M +0.9% 1.01% 29.6% 47 12.77%
AB
4264
Atlas Brown
Kentucky
$230M -$1.28M -0.6% 0.58% 102% 183 3.83%
DC
4265
DeDora Capital
California
$230M +$617K +0.3% 0.6% 81.7% 100 7%
AF
4266
Affiance Financial
Minnesota
$230M -$5.91M -3% 1.57% 50.1% 159 2.52%
CGFA
4267
Colton Groome Financial Advisors
North Carolina
$230M +$11.5M +5% 0.28% 59.3% 105 9.52%
SFG
4268
Snider Financial Group
Washington
$230M +$17.2M +8% 0.57% 73.7% 70 14.29%
LFF
4269
Level Four Financial
Texas
$229M -$7.79M -3% 1.5% 351 23.36%
PCFFS
4270
Pacific Center for Financial Services
California
$229M +$53K +0% 0.39% 54.7% 421 16.63%
AI
4271
Acuitas Investments
Washington
$229M +$28.9M +14% 5.59% 145% 73 15.07%
BC
4272
Beaconlight Capital
New York
$229M -$51.1M -18% 2.05% 282% 48 31.25%
IFA
4273
Interactive Financial Advisors
Illinois
$229M -$16.9M -7% 0.78% 47.6% 174 5.75%
ACM
4274
Aljian Capital Management
Nevada
$229M -$4.46M -2% 2.6% 146% 54 3.7%
SCM
4275
Stadium Capital Management
Connecticut
$229M +$21.8M +11% 14% 10.9% 14 42.86%