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
TS
5601
TradeWell Securities
Indiana
$193M 39
BCA
5602
Ballentine Capital Advisors
South Carolina
$193M -$6.33M -3% 29
GCM
5603
Granby Capital Management
Florida
$193M -$289K -0.1% 23
CIA
5604
Citadel Investment Advisory
Ohio
$193M +$2.76M +1% 83
CI
5605
Chartist Inc
California
$193M -$1.7M -0.9% 25
AFTS
5606
American Financial & Tax Strategies
New York
$193M -$4.09M -2% 92
CP
5607
Creekside Partners
California
$193M -$489K -0.3% 168
CCP
5608
Clarity Capital Partners
California
$193M +$23.5M +14% 140
MPW
5609
Melone Private Wealth
Michigan
$193M +$4.66M +2% 52
BA
5610
Baugh & Associates
Georgia
$193M -$1.28M -0.7% 40
PCC
5611
Perry Creek Capital
New York
$193M -$43.3M -18% 12
FIA
5612
FNY Investment Advisers
New York
$193M -$14.2M -7% 990
SGWM
5613
Sterling Group Wealth Management
California
$193M +$4.16M +2% 65
AA
5614
AJ Advisors
Tennessee
$193M -$2.29M -1% 34
I
5615
IMPACTfolio
Colorado
$193M -$1.04M -0.5% 59
DI
5616
Dalton Investments
Nevada
$193M +$23M +14% 29
CDR
5617
Clayton Dubilier & Rice
New York
$193M -$209M -52% 4
HPM
5618
Helix Partners Management
New York
$193M 19
DLHL
5619
Donald L. Hagan LLC
Florida
$193M -$3.25M -2% 105
CWM
5620
Chicago Wealth Management
Illinois
$193M +$5.12M +3% 53
IFO
5621
Independent Family Office
New York
$192M -$6.73M -3% 74
JFG
5622
JDM Financial Group
Texas
$192M +$8.49M +5% 438
PCM
5623
Perritt Capital Management
Illinois
$192M -$2.11M -1% 324
SERBOO
5624
School Employees Retirement Board of Ohio
Ohio
$192M +$16.7M +9% 6
AFO
5625
Arrowroot Family Office
California
$192M +$20.7M +12% 143