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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)
Level Financial Advisors
5001
Level Financial Advisors
New York
$202M +$23.4M +13% 8.2% 44% 293 8.19% 1.5
Pine Brook Road Advisors
5002
Pine Brook Road Advisors
New York
$202M – – 6.13% – 3 – 0
Praetorian PR
5003
Praetorian PR
Puerto Rico
$202M +$649K +0.3% 8.07% 80.3% 28 53.57% 0.7
Lowe Wealth Advisors
5004
Lowe Wealth Advisors
Maryland
$202M +$14.1M +7% 7.94% 63.3% 323 8.05% 4.8
Scholtz & Company
5005
Scholtz & Company
Connecticut
$202M +$50.4M +33% 13.2% 89.2% 75 57.33% 1.3
Beirne Wealth Consulting Services
5006
Beirne Wealth Consulting Services
Connecticut
$202M +$76.5M +61% 15% 81.9% 159 43.4% 1.6
Brown Shipley & Co
5007
Brown Shipley & Co
United Kingdom
$202M +$20.4M +11% 12.8% 125% 93 7.53% 0.7
325 Capital
5008
325 Capital
New York
$202M +$80.6M +67% 17.9% 226% 13 38.46% 1
1776 Wealth
5009
1776 Wealth
Georgia
$202M +$12.5M +7% 12.1% 90.4% 154 29.87% 2.1
Kinsale Capital Group
5010
Kinsale Capital Group
Virginia
$202M +$25.4M +14% 9.03% 75.2% 36 13.89% 0.9
HIC
5011
Harbor Island Capital
Massachusetts
$202M +$28.5M +16% 17.4% 218% 15 0% 5.4
Ameliora Wealth Management
5012
Ameliora Wealth Management
Switzerland
$201M +$32.8M +19% 8.39% 73.9% 221 19.91% 1.1
Libra Wealth
5013
Libra Wealth
California
$201M +$20.6M +11% 10% 58.2% 52 3.85% 1.4
FFG
5014
Fortem Financial Group
California
$201M +$30.5M +18% 10.7% 183% 169 10.65% 2
Brick & Kyle Associates
5015
Brick & Kyle Associates
Pennsylvania
$201M +$12.5M +7% 12.4% 116% 60 6.67% 5.6
Sonata Capital Group
5016
Sonata Capital Group
Washington
$201M +$13.6M +7% 11% 66.5% 116 14.66% 6
Goepper Burkhardt
5017
Goepper Burkhardt
South Carolina
$201M +$37M +23% 9.62% 50.4% 83 24.1% 2
Yeomans Consulting Group
5018
Yeomans Consulting Group
Georgia
$201M – – 10.2% – 66 – 0
Whitaker-Myers Wealth Managers
5019
Whitaker-Myers Wealth Managers
Ohio
$201M +$39.7M +25% 10.7% 75.2% 94 25.53% 0.7
IAMH
5020
IvyRock Asset Management (HK)
Hong Kong
$201M +$9.07M +5% 25.4% 64.5% 22 45.45% 1
Beacon Bridge Wealth Partners
5021
Beacon Bridge Wealth Partners
Pennsylvania
$200M +$10.9M +6% 9.09% 52% 109 12.84% 0.8
Jessup Wealth Management
5022
Jessup Wealth Management
Ohio
$200M +$26.6M +15% 16% 181% 65 35.38% 0.7
Brown Miller Wealth Management
5023
Brown Miller Wealth Management
Virginia
$200M +$21M +12% 11.8% 121% 129 13.18% 2.2
Ashburton (Jersey)
5024
Ashburton (Jersey)
Jersey
$200M -$5.38M -3% 9.69% – 55 1.82% 3.5
Cambridge Financial Group
5025
Cambridge Financial Group
Ohio
$200M +$16.4M +9% 12% – 33 6.06% 4.7