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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
C
5551
CEDRUS
Colorado
$141M -$1.06M -0.7% 3.11% 19.8% 155 14.84%
NAM
5552
NewGen Asset Management
Ontario, Canada
$141M -$40.9M -23% 5.29% 402% 34 67.65%
AFA
5553
AllGen Financial Advisors
Florida
$141M -$18.2M -11% 4.72% 39.7% 35 17.14%
CAM
5554
Crown Advisors Management
California
$141M -$12.9M -8% 0.64% 284% 56 25%
RBC
5555
Rye Brook Capital
Connecticut
$141M -$71.2M -34% 4.65% 67.3% 30 20%
NCM
5556
NCM Capital Management
New Jersey
$141M -$3.38M -2% 1.85% 105% 156 8.97%
SPFA
5557
Summit Place Financial Advisors
New Jersey
$141M -$13.9M -9% 5.13% 95.2% 92 6.52%
2L
5558
22NW LP
Washington
$140M -$19.8M -12% 11.7% 138% 15 13.33%
CWM
5559
Castle Wealth Management
Florida
$140M -$3.09M -2% 3.65% 53.6% 114 13.16%
LB
5560
Legacy Bridge
Iowa
$140M -$9.52M -6% 2.3% 225% 294 2.72%
PIAS
5561
PCA Investment Advisory Services
Ohio
$140M -$27.3M -16% 3.65% 63.7% 444 75%
HFA
5562
Harbert Fund Advisors
Alabama
$140M -$38.1M -21% 9.53% 70.8% 55 38.18%
MAG
5563
MRA Advisory Group
New Jersey
$140M -$5.22M -4% 2.7% 84.5% 148 28.38%
HG
5564
Herbst Group
Connecticut
$140M -$4.62M -3% 1.1% 139% 76 13.16%
TIMH
5565
Tilt Investment Management Holdings
New York
$140M -$11.2M -7% 5.37% 148 10.81%
IOOF
5566
Independent Order of Foresters
Ontario, Canada
$140M -$5.72M -4% 3.91% 66.3% 17 0%
LAI
5567
Legal Advantage Investments
California
$140M -$10M -7% 5.66% 105% 94 6.38%
JC
5568
Jetstream Capital
Tennessee
$140M +$88.3M +172% 14.1% 24 79.17%
MPW
5569
Melone Private Wealth
Michigan
$140M -$1.91M -1% 4.88% 30.3% 53 5.66%
ES
5570
ETF Store
Kansas
$140M -$2.8M -2% 2.99% 55.8% 99 8.08%
AIM
5571
Athena Investment Management
California
$140M -$5.62M -4% 2.86% 80.6% 139 4.32%
AS
5572
American Securities
New York
$140M -$35.8M -20% 5.03% 1 0%
JHA
5573
Jackson Hill Advisors
Texas
$140M -$2.71M -2% 1.07% 61.2% 11 0%
LA
5574
Latitude Advisors
Florida
$140M -$4.36M -3% 3.04% 72% 187 17.65%
SCM
5575
Segra Capital Management
Florida
$139M -$32.1M -19% 34.3% 37.2% 7 28.57%