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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
CC
5351
Codex Capital
New York
$117M -$46.9M -29% 5.68% 84.4% 40 15%
MC
5352
Muzinich & Co
New York
$117M -$25.5M -18% 9.79% 9.67% 57 33.33%
IOOF
5353
Independent Order of Foresters
Ontario, Canada
$117M -$6.45M -5% 5.2% 54.8% 13 0%
FDC
5354
Flight Deck Capital
California
$117M -$16.4M -12% 9.08% 274% 21 23.81%
OFG
5355
OTA Financial Group
New York
$117M -$92.3M -44% 3.12% 320% 155 72.26%
SFG
5356
Socha Financial Group
New York
$116M +$18.8M +19% 5.12% 57.3% 19 31.58%
EWG
5357
Executive Wealth Group
Washington
$116M -$12.8M -10% 7.25% 14.9% 44 2.27%
CIA
5358
Cascade Investment Advisors
Oregon
$116M -$11M -9% 4.2% 71.4% 243 58.85%
AFO
5359
Allie Family Office
Florida
$116M -$7.07M -6% 7.62% 50.9% 77 7.79%
FU
5360
Fairfield University
Connecticut
$116M -$11.7M -9% 8.21% 48% 4 0%
MPIM
5361
McGinn Penninger Investment Management
Virginia
$116M -$9.68M -8% 3.66% 50.2% 33 18.18%
PM
5362
Penbrook Management
New York
$116M -$10.6M -8% 4.49% 103% 106 6.6%
XI
5363
XXEC Inc
Oklahoma
$116M -$9.35M -7% 7.69% 24.2% 25 4%
NPI
5364
New Perspectives Inc
Mississippi
$116M -$6.62M -5% 4.68% 23 13.04%
BCM
5365
Bancreek Capital Management
California
$116M -$11.6M -9% 7.41% 33.6% 26 0%
LIG
5366
Lokken Investment Group
Delaware
$116M -$7.37M -6% 4.51% 65.3% 119 7.56%
CBT
5367
CoreFirst Bank & Trust
Kansas
$116M -$10.7M -8% 5.31% 53.4% 416 11.3%
VCS
5368
Vaughan & Co Securities
New Jersey
$116M -$8.92M -7% 6.37% 50.9% 54 14.81%
MAM
5369
MMA Asset Management
Pennsylvania
$116M -$463K -0.4% 4.3% 44.8% 104 19.23%
CCA
5370
Cruiser Capital Advisors
Connecticut
$116M -$7.66M -6% 6.88% 131% 73 12.33%
EL
5371
EQ LLC
Washington
$116M -$11.3M -9% 5.88% 72.9% 50 4%
IPW
5372
IronBridge Private Wealth
Texas
$116M -$17.7M -13% 1.69% 125% 33 42.42%
CCM
5373
Colorado Capital Management
Colorado
$116M -$7.56M -6% 4.37% 53.4% 81 13.58%
GC
5374
Gould Capital
Washington
$116M -$8.67M -7% 5.91% 52% 240 14.17%
PFG
5375
Pinnacle Financial Group
Illinois
$116M -$1.76M -2% 7.07% 45.9% 64 12.5%