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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
AFTS
5501
American Financial & Tax Strategies
New York
$193M -$4.09M -2% 1.84% 92 2.17%
CP
5502
Creekside Partners
California
$193M -$489K -0.3% 1.17% 168 4.17%
MPW
5503
Melone Private Wealth
Michigan
$193M +$4.66M +2% 2.17% 30.3% 52 7.69%
BA
5504
Baugh & Associates
Georgia
$193M -$1.28M -0.7% 0.73% 83.8% 40 2.5%
PCC
5505
Perry Creek Capital
New York
$193M -$43.3M -18% 1.2% 25.5% 12 8.33%
SGWM
5506
Sterling Group Wealth Management
California
$193M +$4.16M +2% 0.91% 54.6% 65 6.15%
AA
5507
AJ Advisors
Tennessee
$193M -$2.29M -1% 0.19% 59.8% 34 5.88%
I
5508
IMPACTfolio
Colorado
$193M -$1.04M -0.5% 1.36% 51.2% 59 27.12%
DI
5509
Dalton Investments
Nevada
$193M +$23M +14% 7.03% 94.7% 29 17.24%
CDR
5510
Clayton Dubilier & Rice
New York
$193M -$209M -52% 50.7% 52.2% 4 25%
DLHL
5511
Donald L. Hagan LLC
Florida
$193M -$3.36M -2% 0.31% 47.9% 106 23.58%
CWM
5512
Chicago Wealth Management
Illinois
$193M +$5.12M +3% 2.65% 110% 53 13.21%
IFO
5513
Independent Family Office
New York
$192M -$6.73M -3% 1.4% 66.8% 74 8.11%
FCM
5514
FourWorld Capital Management
New York
$192M +$18.8M +11% 6.21% 114% 32 50%
HFA
5515
Harbert Fund Advisors
Alabama
$192M +$23.4M +14% 7.12% 70.8% 143 58.04%
JFG
5516
JDM Financial Group
Texas
$192M +$8.49M +5% 0% 51.5% 427 26.23%
PCM
5517
Perritt Capital Management
Illinois
$192M -$2.11M -1% 0.09% 80.9% 324 12.04%
SERBOO
5518
School Employees Retirement Board of Ohio
Ohio
$192M +$16.7M +9% 1.33% 6 16.67%
AFO
5519
Arrowroot Family Office
California
$192M +$20.7M +12% 0% 143 18.18%
5SA
5520
5th Street Advisors
Connecticut
$192M -$13.1M -6% 2.91% 39.2% 44 36.36%
PFA
5521
Peak Financial Advisors
Colorado
$192M -$2.19M -1% 1.91% 40.1% 88 31.82%
MWA
5522
Moser Wealth Advisors
Washington
$192M -$708K -0.4% 1.49% 143 6.99%
GCS
5523
Gordian Capital (Singapore)
Singapore
$192M -$73.8M -28% 9.3% 249% 220 41.36%
CSA
5524
Cottage Street Advisors
Massachusetts
$192M +$8.43M +5% 4.1% 91.4% 117 11.97%
PWS
5525
Proactive Wealth Strategies
Georgia
$192M +$11.9M +7% 3.26% 136 14.71%