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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)
Provence Wealth Management Group
6501
Provence Wealth Management Group
California
$87.4M -$1.02M -1% 3.42% – 80 28.75% 0.2
FTB
6502
First Trust Bank
Bahamas
$87.4M +$7.57M +9% 14.3% 64.2% 19 57.89% 1.1
HIH
6503
HRS Investment Holdings
New York
$87.1M -$212M -71% 4.63% 21.5% 142 99.3% 1.6
Beam Wealth Advisors
6504
Beam Wealth Advisors
Louisiana
$87.1M -$262K -0.3% 3.88% 59.7% 91 8.79% 1.7
Ampfield Management
6505
Ampfield Management
New York
$86.8M -$15.8M -15% 24.9% 56.9% 7 14.29% 0.9
YC
6506
Yunqi Capital
Hong Kong
$86.8M -$46.2M -35% 28.9% 71.4% 7 57.14% 0.2
A
6507
Atomvest
Hong Kong
$86.7M -$5.72M -6% 24.8% 90% 4 50% 0.8
Capital Today Evergreen Fund
6508
Capital Today Evergreen Fund
Cayman Islands
$86.6M +$35.9M +71% 52.9% 23.7% 3 33.33% 0.2
TPL
6509
Tao Pro LLC
California
$86.6M -$15.1M -15% 14.8% – 1 0% 0.3
Lionsbridge Wealth Management
6510
Lionsbridge Wealth Management
Florida
$86.4M -$6.71M -7% 1.07% 66% 56 17.86% 1.4
Future Fund LLC
6511
Future Fund LLC
Illinois
$86.4M -$29.6M -26% 0.58% 93.1% 40 32.5% 0.2
Memorial Sloan Kettering Cancer Center
6512
Memorial Sloan Kettering Cancer Center
New York
$86.4M -$72.8M -46% 0.77% 14.8% 6 0% 1
Beecher Investors
6513
Beecher Investors
Connecticut
$86.4M +$3.87M +5% 5.92% – 21 0% 0.3
Penn Mutual Asset Management
6514
Penn Mutual Asset Management
Pennsylvania
$86.2M -$7.09M -8% 3.3% 32% 81 65.43% 0.9
Holland Advisory Services
6515
Holland Advisory Services
Florida
$86.1M -$483K -0.6% 4.91% 57.1% 36 5.56% 0.3
Khrom Capital Management
6516
Khrom Capital Management
Florida
$86M -$13M -13% 9.5% 35.6% 19 47.37% 0.5
KCS
6517
Koonce Calvin Scott
$86M -$27.7M -24% 24.4% 67.9% 1 0% 7.3
Pitti Group Wealth Management
6518
Pitti Group Wealth Management
New York
$85.8M -$3.86M -4% 4.82% 65.3% 73 16.44% 0.2
PWM
6519
Pinnacle Wealth Management
California
$85.6M -$31.3M -27% 1.26% 194% 63 66.67% 0.1
Fingerlakes Wealth Management
6520
Fingerlakes Wealth Management
New York
$85.5M -$3.28M -4% 5.69% 80.2% 94 3.19% 0.2
BCP
6521
Berylson Capital Partners
Massachusetts
$85.3M -$5.5M -6% 28% 57.7% 41 65.85% 0.3
MSCM
6522
Marlin Sams Capital Management
New York
$85.2M -$21M -20% 16.5% 53.1% 8 100% 0
Avondale Wealth Management
6523
Avondale Wealth Management
Texas
$85.1M -$13.7M -14% 4.13% 83.8% 129 27.13% 1.9
Echo Wealth Management
6524
Echo Wealth Management
Minnesota
$85.1M -$2.51M -3% 5.48% 42.9% 51 5.88% 1.1
CFS
6525
Capital Financial Services
New York
$85M -$6.6M -7% 3.83% – 78 8.97% 1.1