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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
SCM
5501
Solas Capital Management
Connecticut
$119M -$12.2M -9% 30.5% 62.5% 33 42.42%
FA
5502
Fermata Advisors
California
$119M 3.38% 49.3% 70
CPIM
5503
Coalescence Partners Investment Management
New York
$119M -$75.3M -39% 8.94% 10 50%
GPC
5504
Greenstone Partners & Co
California
$119M +$2.11M +2% 3.84% 527% 10 0%
PFA
5505
Peak Financial Advisors
Colorado
$119M +$2.56M +2% 9.95% 40.1% 84 52.38%
AFR
5506
Applied Fundamental Research
Massachusetts
$119M +$13.7M +13% 15.9% 44.6% 11 0%
ACM
5507
Altai Capital Management
California
$119M +$43.8M +59% 15.2% 24.9% 9 66.67%
AM
5508
Ampfield Management
New York
$118M 14.5% 56.9% 21
CFSG
5509
Clark Financial Services Group
Missouri
$118M 6.1% 102% 61
PCC
5510
Park Circle Company
Maryland
$118M +$12.5M +12% 8.99% 70.5% 103 13.59%
MA
5511
Mosaic Advisors
Texas
$118M +$8.78M +8% 3.69% 50.9% 40 37.5%
PP
5512
Patron Partners
Texas
$118M +$14.5M +14% 4.58% 90.2% 170 20%
RWM
5513
RBA Wealth Management
California
$118M -$48.2M -29% 8.59% 77.7% 281 79.72%
CCM
5514
Chiron Capital Management
Florida
$118M -$3.62M -3% 5.62% 89 31.46%
PWM
5515
Peterson Wealth Management
Nevada
$118M -$5.38M -4% 1.62% 78% 50 26%
AWM
5516
AAF Wealth Management
Massachusetts
$118M +$7.34M +7% 7.87% 65.8% 23 8.7%
IWP
5517
Innova Wealth Partners
Pennsylvania
$118M +$10.7M +10% 5.11% 68% 64 14.06%
YCM
5518
Yaupon Capital Management
New York
$118M -$68M -37% 15.9% 122% 83 71.08%
POIA
5519
Pin Oak Investment Advisors
Texas
$118M -$3.89M -3% 11.1% 62.7% 441 12.7%
FDS
5520
First Dallas Securities
Texas
$118M +$6.82M +6% 15.9% 163% 111 17.12%
Vanguard Capital Wealth Advisors
5521
Vanguard Capital Wealth Advisors
Colorado
$118M +$8.81M +8% 4.18% 225% 176 42.05%
CC
5522
Coann Capital
Connecticut
$117M +$6.76M +6% 5.45% 22 63.64%
BG
5523
BRX Global
New York
$117M +$1.84M +2% 2.66% 65.8% 9 0%
DP
5524
Divergent Planning
Maryland
$117M +$12.8M +12% 4.7% 43.3% 17 17.65%
ASBI
5525
American State Bank (Iowa)
Iowa
$117M +$11.8M +11% 8.97% 138% 295 9.83%