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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 Avg Holding
Period (Yrs)
MSD Capital
5951
MSD Capital
New York
$183M -$415M -69% 17.7% 11.5% 4 25% 4.1
Evolution Advisers
5952
Evolution Advisers
Virginia
$183M -$657K -0.4% 2.37% 44.8% 203 13.3% 2.2
Alamar Capital Management
5953
Alamar Capital Management
California
$183M +$1.9M +1% 4.23% – 84 9.52% 2.1
Asset Allocation & Management Company
5954
Asset Allocation & Management Company
Illinois
$183M +$23.8M +15% 0.99% 58.5% 90 55.56% 1.7
5T Wealth
5955
5T Wealth
California
$183M – – 0.41% – 97 – 0
Lanham O'Dell & Company
5956
Lanham O'Dell & Company
West Virginia
$183M +$4.5M +3% 0.25% 81% 29 31.03% 1.6
Highland Peak Capital
5957
Highland Peak Capital
Connecticut
$183M -$45.9M -20% 1.98% 260% 30 63.33% 0.3
Aurora Investment Counsel
5958
Aurora Investment Counsel
Georgia
$183M -$2.2M -1% 2.13% 31.7% 127 21.26% 1.4
Financial Guidance Group
5959
Financial Guidance Group
Florida
$183M +$11.2M +7% 0.18% 58.7% 72 6.94% 1.8
D. Scott Neal
5960
D. Scott Neal
Kentucky
$182M -$6.76M -4% 4.01% 105% 61 14.75% 3.9
Onyx Financial Advisors
5961
Onyx Financial Advisors
Idaho
$182M +$123K +0.1% 1.32% 57.8% 16 12.5% 1.4
KCM
5962
Kempner Capital Management
Texas
$182M -$13.2M -7% 2.81% 60.9% 54 14.81% 4.3
UFAC
5963
Urban Financial Advisory Corp
Illinois
$182M +$751K +0.4% 0.9% – 51 3.92% 0.5
Western Financial Corp
5964
Western Financial Corp
California
$182M +$5.75M +3% 8.59% 275% 138 21.01% 1.6
Harrington Investments
5965
Harrington Investments
California
$182M -$1.36M -0.7% 0.88% 109% 85 9.41% 5.5
Wisconsin Capital Management
5966
Wisconsin Capital Management
Wisconsin
$182M -$8.59M -5% 3.68% 153% 51 11.76% 4.9
Values First Advisors
5967
Values First Advisors
Tennessee
$182M -$2.71M -1% 2.57% 87.6% 305 37.05% 2.1
Roehl & Yi Investment Advisors
5968
Roehl & Yi Investment Advisors
Oregon
$182M – – 0.32% – 153 – 0
Family CFO
5969
Family CFO
California
$182M +$4.32M +2% 0.81% 89.6% 98 31.63% 1.8
Genesis Private Wealth
5970
Genesis Private Wealth
Virginia
$181M – – 0.1% – 136 – 0
Cruiser Capital Advisors
5971
Cruiser Capital Advisors
Connecticut
$181M +$58.3M +47% 5.57% 192% 59 27.12% 1.8
Traveka Wealth
5972
Traveka Wealth
California
$181M -$15.6M -8% 0.19% 78.1% 152 20.39% 0.8
Pragma Gestao de Patrimonio
5973
Pragma Gestao de Patrimonio
Brazil
$181M -$12.1M -6% 2.58% 75.2% 24 54.17% 1.3
CMG Global Holdings
5974
CMG Global Holdings
Texas
$181M +$4.09M +2% 2.15% 80.8% 99 13.13% 2.8
Kestrel Investment Management
5975
Kestrel Investment Management
California
$181M +$7.42M +4% 5.43% 99.8% 43 13.95% 1.6