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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)
Platform Technology Partners
4376
Platform Technology Partners
New York
$257M +$43.7M +20% 10.4% – 229 20.09% 2.7
Droms Strauss Advisors
4377
Droms Strauss Advisors
Missouri
$257M +$25M +11% 10.6% 74.5% 68 10.29% 2.7
HCAL
4378
HURRICANE CAPITAL ADVISORS LLC
New York
$257M – – 19.4% – 543 – 0
Ledge Wealth Management
4379
Ledge Wealth Management
Minnesota
$257M +$34.4M +15% 9.75% – 66 15.15% 1.5
Metavasi Capital
4380
Metavasi Capital
New York
$257M +$79.6M +45% 18.6% 840% 42 64.29% 0.6
Roman Butler Fullerton & Co
4381
Roman Butler Fullerton & Co
Missouri
$257M +$45.1M +21% 11.8% 134% 219 22.37% 2.8
Hendley & Co
4382
Hendley & Co
Ohio
$257M +$8.71M +4% 6.23% 64.9% 55 7.27% 6
Okabena Investment Services
4383
Okabena Investment Services
Minnesota
$257M +$128M +100% 11.5% 72.4% 144 60.42% 1.4
Addison Advisors
4384
Addison Advisors
Vermont
$257M +$41.8M +19% 9.36% 50.2% 736 11.68% 1.9
Prentice Wealth Management
4385
Prentice Wealth Management
New York
$257M +$35.2M +16% 8.83% 47.8% 104 8.65% 1.5
Sea Cliff Partners Management
4386
Sea Cliff Partners Management
California
$256M – – 18.5% – 14 – 0
Alpha DNA Investment Management
4387
Alpha DNA Investment Management
Maryland
$256M +$12.2M +5% 14.3% 134% 248 58.06% 0.5
ACM
4388
Ariose Capital Management
Hong Kong
$256M +$79.7M +45% 6.66% 2,106% 19 63.16% 0.3
Private Wealth Advisors (California)
4389
Private Wealth Advisors (California)
California
$256M +$20M +8% 7.65% 63.6% 86 27.91% 3.1
CA
4390
Continental Advisors
Utah
$256M +$68.6M +37% 13.5% 73.6% 52 9.62% 5
Bernzott Capital Advisors
4391
Bernzott Capital Advisors
California
$256M -$34.2M -12% 10.4% 46.2% 47 12.77% 3
Acima Private Wealth
4392
Acima Private Wealth
Virginia
$256M +$31.4M +14% 8.63% 51.1% 260 12.69% 3.7
Asset Allocation Strategies
4393
Asset Allocation Strategies
Michigan
$256M +$39.3M +18% 9.61% 58.1% 70 12.86% 0.7
First International Bank & Trust
4394
First International Bank & Trust
North Dakota
$256M -$22.2M -8% 7.37% 38.6% 78 20.51% 1.6
American Assets Inc
4395
American Assets Inc
California
$256M +$36.5M +17% 16.9% 49.9% 10 0% 4.8
Empire Financial Management Company
4396
Empire Financial Management Company
New York
$255M +$26M +11% 9.73% 78.3% 201 12.44% 0.7
VC
4397
Vision Capital
Ontario, Canada
$255M -$35.6M -12% 21.6% 19.8% 15 73.33% 0.3
Freedom Day Solutions
4398
Freedom Day Solutions
Texas
$255M +$27.3M +12% 11.8% 86.6% 101 11.88% 2.9
VST
4399
Van Strum & Towne
California
$255M +$18.1M +8% 8.4% 62.2% 100 6% 5.4
Atwater Malick
4400
Atwater Malick
Pennsylvania
$255M +$28M +12% 9.52% 83.4% 72 16.67% 2.9