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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)
Phraction Management
4351
Phraction Management
Connecticut
$375M +$28.8M +8% 6.43% 106% 73 17.81% 2.4
Snider Financial Group
4352
Snider Financial Group
Washington
$375M +$8.63M +2% 2.87% 87% 121 15.7% 1.9
Prism Advisors
4353
Prism Advisors
California
$375M +$5.02M +1% 1.97% 54.6% 79 8.86% 3.1
Winmill & Co
4354
Winmill & Co
New Hampshire
$375M -$37.5M -9% 5.84% 146% 60 15% 3.4
Prasad Wealth Partners
4355
Prasad Wealth Partners
Ohio
$375M +$16.1M +4% 2.75% – 153 13.73% 0.8
Daybright Advisory Services
4356
Daybright Advisory Services
Florida
$375M – – 2.56% – 133 – 0
New Republic Capital
4357
New Republic Capital
North Carolina
$375M +$48.4M +15% 4.36% 91.4% 392 38.52% 1.4
LWMM
4358
Legacy Wealth Management (Mississippi)
Mississippi
$375M +$42.3M +13% 2.82% 105% 102 9.8% 3.3
PWMG
4359
Private Wealth Management Group
New Jersey
$374M +$11.1M +3% 1.98% 63.2% 1,561 11.27% 1.6
BOCHK Asset Management
4360
BOCHK Asset Management
Hong Kong
$374M -$4.92M -1% 3.17% 503% 118 58.47% 0.5
BWM Planning
4361
BWM Planning
Texas
$374M +$38.2M +11% 3.16% – 100 16% 1
TM
4362
Tikvah Management
North Carolina
$374M +$35.5M +10% 26.7% 169% 24 8.33% 5
Bell Asset Management
4363
Bell Asset Management
Australia
$374M +$8.25M +2% 0.67% 45.3% 69 23.19% 3.4
FFG
4364
Fortem Financial Group
California
$374M +$25.9M +7% 3.37% 183% 190 21.05% 2.4
Tiger Pacific Capital
4365
Tiger Pacific Capital
New York
$374M -$21.5M -5% 10.7% 84.5% 17 58.82% 2.1
CGC Financial Services
4366
CGC Financial Services
Oregon
$374M +$11.1M +3% 1.76% 46% 354 7.06% 2.1
BOS Asset Management
4367
BOS Asset Management
Illinois
$374M +$18.7M +5% 3.61% 70.3% 200 8% 1.9
Revisor Wealth Management
4368
Revisor Wealth Management
Ohio
$374M +$83.8M +29% 2.36% 72% 342 25.73% 1.1
First American Financial Corporation
4369
First American Financial Corporation
California
$373M +$68.3M +22% 1.31% – 3 0% 2
Retail Employees Superannuation Trust
4370
Retail Employees Superannuation Trust
$373M – – 3.55% – 29 – 0
Walter & Keenan Wealth Management
4371
Walter & Keenan Wealth Management
Indiana
$373M +$12.6M +3% 6.54% 92% 158 5.06% 5.2
Diametric Capital
4372
Diametric Capital
Massachusetts
$373M +$103M +38% 1.13% 175% 547 64.72% 0.4
Vision Retirement
4373
Vision Retirement
New Jersey
$373M – – 2.77% – 598 – 0
DA
4374
DCF Advisers
Connecticut
$373M +$61.6M +20% 23.7% 379% 126 50% 2.1
Physicians Financial Services
4375
Physicians Financial Services
North Carolina
$373M +$6.41M +2% 5.1% 116% 109 2.75% 6.9