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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
PFM
8326
Professional Financial Management
Wisconsin
$98.6M +$2.54M +3% 1.3% 26 19.23%
FNWA
8327
Financial Network Wealth Advisors
Utah
$98.5M +$818K +0.8% 8.2% 895 17.88%
MAM
8328
Montchanin Asset Management
Delaware
$98.1M +$4.08M +4% 18.3% 64 18.75%
PWM
8329
Puff Wealth Management
New Jersey
$98.1M 13.2% 77
ZWA
8330
Zinnia Wealth Advisory
Florida
$98.1M +$8.72M +10% 16.3% 109 22.94%
DHC
8331
Drum Hill Capital
Connecticut
$98M -$10.9M -10% 1.11% 49 14.29%
EAP
8332
Elevation Advisory Partners
Florida
$97.7M -$9.45M -9% 26.1% 101 56.44%
WI
8333
Wedgewood Investors
Pennsylvania
$97.4M +$10.1M +12% 15.8% 112 13.39%
SPWM
8334
Schrum Private Wealth Management
Florida
$97.3M -$33.7M -26% 10.6% 60.9% 139 30.94%
LHCM
8335
Lloyd Harbor Capital Management
New York
$97.2M -$147M -60% 9.41% 144% 35 74.29%
ACMC
8336
Anchor Capital Management Company
North Carolina
$97M +$4.25M +5% 20.4% 12 75%
OC
8337
Optimas Capital
Hong Kong
$96.9M +$52.4M +118% 43.5% 355% 24 91.67%
KA
8338
Kore Advisors
Florida
$96.2M +$3.38M +4% 16.5% 19 31.58%
IC
8339
Inkwell Capital
Florida
$96.2M -$2.04M -2% 4.44% 32 6.25%
JKSF
8340
John & Kathleen Schreiber Foundation
Illinois
$95.8M -$1.75M -2% 2.07% 30.8% 4 0%
OWMIAS
8341
One Wealth Management Investment & Advisory Services
Florida
$95.3M +$12.2M +15% 17.1% 59 22.03%
AL
8342
AIP LLC
New York
$95.2M -$173M -65% 0.19% 54.9% 3 33.33%
FF
8343
Formulate Financial
Florida
$95M +$14M +17% 16.5% 27 7.41%
CFO
8344
Capitol Family Office
Oregon
$94.7M +$10M +12% 19.2% 61.9% 49 8.16%
IWMO
8345
Integrated Wealth Management (Ohio)
Ohio
$94.7M +$7.48M +9% 11.8% 115 38.26%
PPP
8346
Prism Planning Partners
Illinois
$94.5M +$9.93M +12% 10% 45 28.89%
GFS
8347
Geremia Financial Services
New Jersey
$94.3M -$28.5M -23% 35.3% 10 10%
SC
8348
SkyKnight Capital
California
$94.1M -$13M -12% 12.1% 11% 3 0%
DWRES
8349
Divco West Real Estate Services
California
$94M +$22.2M +31% 32.9% 22.3% 4 0%
EAMH
8350
Eurizon Asset Management Hungary
$93.9M +$785K +0.8% 9.88% 22 13.64%