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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
AA
5776
AJ Advisors
Tennessee
$193M -$2.29M -1% 0.19% 59.8% 34 5.88%
I
5777
IMPACTfolio
Colorado
$193M -$1.04M -0.5% 1.36% 51.2% 59 27.12%
DI
5778
Dalton Investments
Nevada
$193M +$23M +14% 7.03% 95.1% 29 17.24%
CDR
5779
Clayton Dubilier & Rice
New York
$193M -$209M -52% 50.7% 176% 4 25%
DLHL
5780
Donald L. Hagan LLC
Florida
$193M -$3.36M -2% 0.31% 47.9% 106 23.58%
CWM
5781
Chicago Wealth Management
Illinois
$193M +$5.12M +3% 2.65% 134% 53 13.21%
IFO
5782
Independent Family Office
New York
$192M -$6.73M -3% 1.4% 68.4% 74 8.11%
FCM
5783
FourWorld Capital Management
New York
$192M +$18.8M +11% 6.21% 132% 32 50%
HFA
5784
Harbert Fund Advisors
Alabama
$192M +$23.4M +14% 7.12% 70.8% 143 58.04%
JFG
5785
JDM Financial Group
Texas
$192M +$8.49M +5% 0% 56.7% 427 26.23%
PCM
5786
Perritt Capital Management
Illinois
$192M -$2.11M -1% 0.09% 80.9% 324 12.04%
SERBOO
5787
School Employees Retirement Board of Ohio
Ohio
$192M +$16.7M +9% 1.33% 6 16.67%
AFO
5788
Arrowroot Family Office
California
$192M +$20.7M +12% 0% 143 18.18%
5SA
5789
5th Street Advisors
Connecticut
$192M -$13.1M -6% 2.91% 47.5% 44 36.36%
PFA
5790
Peak Financial Advisors
Colorado
$192M -$2.19M -1% 1.91% 40.1% 88 31.82%
FF
5791
Finley Financial
Nevada
$192M 0.48% 122
MWA
5792
Moser Wealth Advisors
Washington
$192M -$708K -0.4% 1.49% 143 6.99%
GCS
5793
Gordian Capital (Singapore)
Singapore
$192M -$73.8M -28% 9.3% 321% 220 41.36%
CSA
5794
Cottage Street Advisors
Massachusetts
$192M +$8.43M +5% 4.1% 91.4% 117 11.97%
WCP
5795
Wealthcare Capital Partners
Pennsylvania
$192M 1.14% 118
PWS
5796
Proactive Wealth Strategies
Georgia
$192M +$11.9M +7% 3.26% 136 14.71%
VM
5797
VPR Management
Texas
$192M -$95.1M -33% 8.58% 54.5% 56 1.79%
LB
5798
Legacy Bridge
Iowa
$192M +$6.11M +3% 6.36% 225% 306 6.86%
CAM
5799
Concorde Asset Management
Michigan
$192M +$14.6M +8% 4.67% 206 26.7%
AIA
5800
Alternative Investment Advisors
Florida
$192M +$1.48M +0.8% 0.59% 70.2% 58 18.97%