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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
AFO
5501
Aurelius Family Office
New Hampshire
$230M -$2.59M -1% 48
SCM
5502
Soros Capital Management
New York
$230M -$151M -40% 64
HP
5503
Haven Private
Florida
$230M +$1.09M +0.5% 178
CIS
5504
Custom Index Systems
New York
$230M +$3.14M +1% 292
HPC
5505
Highland Peak Capital
Connecticut
$230M -$29.8M -12% 19
BPFA
5506
Barnes Pettey Financial Advisors
Mississippi
$229M +$27.2M +13% 163
CCM
5507
Cloud Capital Management
Washington
$229M +$17.7M +8% 118
NWP
5508
NerdWallet Wealth Partners
New York
$229M +$6.11M +3% 73
HI
5509
Harper Investing
California
$229M -$3.18M -1% 77
GHA
5510
Granite Harbor Advisors
Texas
$229M -$7.67M -3% 135
ACM
5511
ADW Capital Management
Florida
$229M +$95.2M +71% 9
TPCM
5512
Two Point Capital Management
New York
$229M -$17.8M -7% 28
MI
5513
Moneywise Inc
Virginia
$229M -$11.4M -5% 92
AF
5514
Abound Financial
California
$229M -$29.5M -11% 291
WFAG
5515
Worth Financial Advisory Group
North Carolina
$229M +$22.4M +11% 202
CSIA
5516
Carl Stuart Investment Advisor
Texas
$229M +$118M +107% 29
OWCM
5517
One Wealth Capital Management
Arizona
$229M -$6.03M -3% 152
IF
5518
IRON Financial
Illinois
$229M +$11.3M +5% 167
CM
5519
Cosmic Management
California
$229M -$95.8M -30% 4
NIA
5520
NBZ Investment Advisors
Tennessee
$229M -$481K -0.2% 70
MPCL
5521
My Personal CFO LLC
Washington
$228M -$11.3M -5% 98
PVM
5522
Palogic Value Management
Texas
$228M -$4.57M -2% 197
CB
5523
Chris Bulman
California
$228M +$2.19M +1% 159
CNHF
5524
Conrad N. Hilton Foundation
California
$228M +$150M +191% 2
AFO
5525
Allie Family Office
Florida
$228M +$14.1M +7% 110