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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
PE
5901
Platinum Equity
California
$160M +$12.8M +9% 14% 52.7% 6 0%
PIM
5902
Profit Investment Management
Maryland
$160M -$17.2M -10% 3.71% 101% 83 9.64%
II
5903
Ironclad Investments
Florida
$160M +$4.41M +3% 4.07% 3 0%
AWA
5904
Adapt Wealth Advisors
Georgia
$160M +$19.1M +14% 1.49% 65 26.15%
MA
5905
McBroom & Associates
Nevada
$160M +$7.73M +5% 6.49% 133% 33 0%
CTC
5906
Cetera Trust Company
Minnesota
$159M -$6.9M -4% 3.53% 427 7.49%
PCS
5907
Private Client Services
Kentucky
$159M +$10.3M +7% 3.23% 152 25%
MPW
5908
MGO Private Wealth
California
$159M -$168K -0.1% 2.23% 51.5% 85 9.41%
MPCG
5909
Matrix Private Capital Group
New York
$159M +$11.6M +8% 1.98% 62.5% 151 5.96%
LFWA
5910
LBJ Family Wealth Advisors
Texas
$159M +$1.74M +1% 0.29% 59% 28 17.86%
GIS
5911
Graphene Investments SAS
France
$159M -$6.8M -4% 0.41% 86.5% 47 10.64%
BMCM
5912
Burns Matteson Capital Management
New York
$159M +$4.45M +3% 2.65% 144% 192 37.5%
KC
5913
Kades & Cheifetz
Pennsylvania
$159M +$2.83M +2% 1.62% 94 6.38%
KA
5914
Kailix Advisors
Florida
$159M -$12M -7% 20.2% 16.3% 9 55.56%
AWAP
5915
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$159M +$269K +0.2% 1.04% 68.1% 140 7.14%
CCA
5916
Criterion Capital Advisors
Tennessee
$159M +$8.81M +6% 1.61% 360 7.5%
BF
5917
Brogan Financial
Tennessee
$159M +$7.17M +5% 2.57% 46.4% 47 10.64%
VCS
5918
Vaughan & Co Securities
New Jersey
$159M +$1.44M +0.9% 1% 65.6% 59 13.56%
PFG
5919
Prosperity Financial Group
California
$158M -$3.42M -2% 5.29% 108% 158 17.72%
FWS
5920
FinDec Wealth Services
California
$158M -$657K -0.4% 1.75% 47.6% 45 13.33%
CMS
5921
Capital Market Strategies
Florida
$158M +$27.1M +21% 8.76% 120% 157 9.55%
XC
5922
XY Capital
Hong Kong
$158M -$65.3M -29% 5.76% 52.8% 102 44.12%
RC
5923
Roubaix Capital
Colorado
$158M +$163K +0.1% 3.25% 174% 62 51.61%
HFS
5924
Horizon Financial Services
North Carolina
$158M +$2.48M +2% 0.52% 39.5% 279 11.11%
YC
5925
Yunqi Capital
Hong Kong
$158M +$13.5M +9% 4.44% 71.4% 8 37.5%