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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)
Sherborne Investors Management
3776
Sherborne Investors Management
New York
$415M +$43.3M +12% 11.6% 54.2% 1 0% 2.5
The Family Firm
3777
The Family Firm
Maryland
$415M -$32.8M -7% 7.84% 40.2% 214 59.35% 8.4
Sanchez Wealth Management Group
3778
Sanchez Wealth Management Group
Florida
$415M +$46.5M +13% 8.82% 56.9% 49 6.12% 3.5
Activest Wealth Management
3779
Activest Wealth Management
Florida
$415M +$41.9M +11% 10.4% 117% 1,214 27.84% 0.9
YRHAM
3780
Yong Rong (HK) Asset Management
Hong Kong
$415M -$15.3M -4% 39.4% 2,310% 34 70.59% 0.3
Keystone Wealth Services
3781
Keystone Wealth Services
California
$415M +$45.3M +12% 10.1% 80.1% 294 13.61% 2.1
RWC Asset Advisors
3782
RWC Asset Advisors
Florida
$415M -$134M -24% 5.33% 267% 20 25% 2.7
Ipswich Investment Management
3783
Ipswich Investment Management
Massachusetts
$414M +$11.5M +3% 8.15% 104% 195 9.74% 6.2
ABLE Financial Group
3784
ABLE Financial Group
Arizona
$414M +$57.7M +16% 6.75% 64.2% 223 20.63% 1.4
NVWM LLC
3785
NVWM LLC
Pennsylvania
$414M +$37.7M +10% 14.6% 119% 732 16.39% 2.8
LTS One Management
3786
LTS One Management
New York
$414M +$79.1M +24% 19.1% 67.9% 27 51.85% 0.5
HWM
3787
HFR Wealth Management
New York
$414M +$3.11M +0.8% 4.64% 47.5% 55 10.91% 3.4
Waller Financial Planning Group
3788
Waller Financial Planning Group
Ohio
$414M +$57.7M +16% 6.19% 47.5% 75 9.33% 4.1
MAM
3789
Mystic Asset Management
Rhode Island
$414M +$34.4M +9% 11.7% 114% 229 5.24% 2.3
Element Pointe Advisors
3790
Element Pointe Advisors
Florida
$413M +$2.05M +0.5% 10.1% 75.1% 72 13.89% 3.3
Ashton Thomas Securities
3791
Ashton Thomas Securities
New York
$413M +$52.7M +15% 10.9% – 292 13.01% 0.8
First PREMIER Bank
3792
First PREMIER Bank
South Dakota
$413M +$19M +5% 5.04% 63% 414 8.7% 4.8
PCR
3793
Potrero Capital Research
California
$413M +$209M +103% 26.6% 226% 34 61.76% 0.6
Rosenblum Silverman Sutton
3794
Rosenblum Silverman Sutton
California
$413M +$49.6M +14% 16.8% 90.1% 78 5.13% 5.7
DI
3795
DKRT Investments
$412M – – 10.6% – 43 – 0
Financial & Tax Architects
3796
Financial & Tax Architects
Missouri
$412M +$13.3M +3% 3.8% 50.2% 116 32.76% 2.1
Trinity Legacy Partners
3797
Trinity Legacy Partners
Texas
$412M +$16.4M +4% 5.44% 63.3% 98 7.14% 3.1
Waypoint Wealth Partners
3798
Waypoint Wealth Partners
California
$411M +$49.7M +14% 10.7% 52.1% 81 19.75% 2.5
Bluescape Energy Partners
3799
Bluescape Energy Partners
Texas
$411M -$21.6M -5% 7.34% 57.9% 6 0% 3.3
Ping Capital Management
3800
Ping Capital Management
New York
$411M +$141M +52% 2.95% – 100 42% 0.7