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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)
Deseret Mutual Benefit Administrators
4226
Deseret Mutual Benefit Administrators
Utah
$147M +$15.5M +12% 19.3% 75.5% 6 16.67% 0.4
FSA Wealth Management
4227
FSA Wealth Management
Massachusetts
$147M +$27.6M +23% 18.7% – 439 16.63% 0.4
Israel Discount Bank of New York
4228
Israel Discount Bank of New York
New York
$147M +$16.6M +13% 16.4% 40.8% 90 11.11% 2.7
Rainwater Charitable Foundation
4229
Rainwater Charitable Foundation
Texas
$147M +$6.65M +5% 20.2% 44% 4 0% 0.9
HRC
4230
Hoertkorn Richard Charles
$147M +$24.7M +20% 27% 172% 89 11.24% 4.9
AMJ Financial Wealth Management
4231
AMJ Financial Wealth Management
Virginia
$147M +$89.2M +155% 38.8% 167% 68 64.71% 0.2
Tiemann Investment Advisors
4232
Tiemann Investment Advisors
California
$147M +$31.4M +27% 20.8% 77% 185 14.59% 4.2
Bishop & Co Investment Management
4233
Bishop & Co Investment Management
Pennsylvania
$147M -$2.8M -2% 19.8% 47.6% 24 25% 3.3
Palisades Hudson Asset Management
4234
Palisades Hudson Asset Management
Florida
$146M +$28.5M +24% 20.5% 66.8% 96 12.5% 4.3
AC
4235
Athos Capital
Hong Kong
$146M +$2.22M +2% 11.1% 110% 32 75% 0.4
PWAP
4236
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$146M +$14.6M +11% 21.7% 58.5% 101 12.87% 4.8
PAM
4237
Pegasus Asset Management
New York
$146M +$25.2M +21% 20.3% 89% 71 7.04% 2.1
EisnerAmper Wealth Management Corporate Benefits
4238
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$146M -$1.1M -0.7% 16.3% 13% 45 24.44% 2.7
Silverleafe Capital Partners
4239
Silverleafe Capital Partners
Tennessee
$146M +$62.4M +75% 17.9% 87.7% 60 33.33% 1.3
CAM
4240
Crown Advisors Management
California
$146M +$19.7M +16% 40.4% 284% 48 31.25% 1
DL
4241
DOHJ LLC
Washington
$146M +$43.1M +42% 16.5% 51.5% 81 39.51% 0.3
Innealta Capital
4242
Innealta Capital
Texas
$146M +$16.4M +13% 17.3% 63.7% 55 20% 0.8
1776 Wealth
4243
1776 Wealth
Georgia
$146M +$26.6M +22% 24.2% 90.4% 359 14.21% 0.4
Richmond Hill Investments
4244
Richmond Hill Investments
New York
$146M -$3.46M -2% 9.09% 55.2% 10 20% 2.9
Droms Strauss Advisors
4245
Droms Strauss Advisors
Missouri
$146M +$25.2M +21% 19.2% 68.7% 48 31.25% 0.9
Reston Wealth Management
4246
Reston Wealth Management
Virginia
$146M +$21M +17% 14.9% 60.7% 44 9.09% 1.2
Abbot Financial Management
4247
Abbot Financial Management
Massachusetts
$145M +$22.4M +18% 19.8% 102% 131 11.45% 2.2
Claro Advisors
4248
Claro Advisors
Massachusetts
$145M +$38M +35% 21.3% 85.5% 194 23.2% 1
Ferguson Shapiro
4249
Ferguson Shapiro
Georgia
$145M +$872K +0.6% 5.24% 42.7% 36 69.44% 0.2
Blue Square Asset Management
4250
Blue Square Asset Management
New York
$145M +$36.9M +34% 13.4% 104% 195 67.18% 0.2