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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)
Lodbrok Capital
4301
Lodbrok Capital
United Kingdom
$305M -$159M -34% 19.3% 25.9% 5 0% 2.2
American Assets Inc
4302
American Assets Inc
California
$305M +$32.5M +12% 11.3% 49.9% 18 44.44% 3.1
Global Wealth Strategies & Associates
4303
Global Wealth Strategies & Associates
Colorado
$304M +$25.8M +9% 5.61% 68.7% 380 12.11% 1.3
Modus Advisors
4304
Modus Advisors
Minnesota
$304M +$21.7M +8% 5.85% 89.5% 116 12.07% 2.9
AFS
4305
Aft Forsyth & Sober
Florida
$304M +$12.2M +4% 4.62% 94.6% 80 2.5% 3.7
Wells Trecaso Financial Group
4306
Wells Trecaso Financial Group
Ohio
$304M +$14.8M +5% 5.94% 108% 93 5.38% 4.5
Brooklyn Investment Group
4307
Brooklyn Investment Group
New York
$304M +$71.5M +31% 6.82% – 1,040 77.98% 0.2
Prevatt Capital
4308
Prevatt Capital
Bahamas
$304M -$16.9M -5% 10.8% – 15 13.33% 0.7
Fosun International
4309
Fosun International
China
$304M +$7.4M +2% 8.57% 41.3% 57 28.07% 2.2
Channel Wealth
4310
Channel Wealth
California
$304M +$27.6M +10% 3.94% 59.3% 178 15.73% 1.1
D.B. Root & Company
4311
D.B. Root & Company
Pennsylvania
$303M +$10.3M +4% 6.91% 57.3% 200 18.5% 3.7
Biechele Royce Advisors
4312
Biechele Royce Advisors
Indiana
$303M +$7.23M +2% 5.4% 39.2% 58 6.9% 3.9
MorganRosel Wealth Management
4313
MorganRosel Wealth Management
Colorado
$303M +$20.1M +7% 7.16% 67.5% 110 19.09% 2.5
Precedent Wealth Partners
4314
Precedent Wealth Partners
Texas
$303M +$54.9M +22% 6.51% 61.1% 151 17.22% 0.6
Arohi Asset Management
4315
Arohi Asset Management
Singapore
$303M +$59.9M +25% 18.8% – 5 20% 0.5
Fiduciary Family Office
4316
Fiduciary Family Office
Florida
$303M +$49.5M +20% 8.48% – 213 14.08% 0.6
Parisi Gray Wealth Management
4317
Parisi Gray Wealth Management
New Jersey
$303M +$23.9M +9% 6.24% 137% 116 11.21% 3.8
Fielder Capital Group
4318
Fielder Capital Group
Tennessee
$303M +$42.5M +16% 7.1% – 222 14.86% 0.6
GSG Advisors
4319
GSG Advisors
New Jersey
$302M +$19.3M +7% 6.46% 88% 116 15.52% 0.8
Norman Fields Gottscho Capital Management
4320
Norman Fields Gottscho Capital Management
New York
$302M +$16.3M +6% 8.54% 96.9% 63 12.7% 5.7
Terril Brothers
4321
Terril Brothers
Missouri
$302M +$23.4M +8% 9.56% 94.4% 62 9.68% 4.1
Frontier Asset Management
4322
Frontier Asset Management
Wyoming
$302M +$26.2M +10% 6.47% 57.1% 67 10.45% 1.7
Gradient Capital Advisors
4323
Gradient Capital Advisors
California
$302M +$22.2M +8% 6.34% 78.5% 148 5.41% 4.2
SC
4324
Slotnik Capital
Texas
$302M +$95.3M +46% 12.2% – 28 60.71% 0.2
Glass Jacobson Investment Advisors
4325
Glass Jacobson Investment Advisors
Maryland
$302M +$27.1M +10% 7.06% 63.1% 794 8.06% 1.4