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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)
BJB
8351
Broadhurst Jeffrey B
$96.3M – – 2.12% – 40 – 0
Empower Harvest Management Services
8352
Empower Harvest Management Services
Cayman Islands
$96.3M -$20.1M -17% 17.3% – 1 0% 1
Variant Private Wealth
8353
Variant Private Wealth
Virginia
$96.2M -$12M -11% 0.15% – 41 9.76% 0.9
Drum Hill Capital
8354
Drum Hill Capital
Connecticut
$96.2M +$3.85M +4% 5.01% – 50 8% 0.9
Galaxy Digital Capital Management
8355
Galaxy Digital Capital Management
New York
$96.2M -$41.7M -30% 0.75% – 52 32.69% 0.5
Financial Network Wealth Advisors
8356
Financial Network Wealth Advisors
Utah
$96M +$4.57M +5% 1.82% 57.7% 861 5.92% 1.1
Ally Bridge Group
8357
Ally Bridge Group
New York
$96M -$68.2M -42% 61.1% 844% 33 72.73% 0.3
Unify Financial Advisors
8358
Unify Financial Advisors
Florida
$96M – – 3.05% – 94 – 0
IWA
8359
Independent Wealth Advisors
North Carolina
$95.8M – – 4.29% – 63 – 0
E&R Wealth Management
8360
E&R Wealth Management
South Carolina
$95.8M – – 1.17% – 12 – 0
Index Technologies Group
8361
Index Technologies Group
New York
$95.8M – – 3.18% – 142 – 0
Partners Wealth Management
8362
Partners Wealth Management
California
$95.7M -$5.56M -5% 1.65% – 126 17.46% 0.9
Private Harbour Investment Management & Counsel
8363
Private Harbour Investment Management & Counsel
Ohio
$95.6M -$958K -1% 8.19% 82.6% 40 10% 8
Oceanic Investment Management
8364
Oceanic Investment Management
Isle Of Man
$95.5M – – 12% – 40 – 0.9
SG
8365
Sherry Group
Arkansas
$95.4M – – 0.7% – 43 – 0
Value Investment Professionals
8366
Value Investment Professionals
New York
$95.4M – – 2.77% – 77 – 0
Wallace Advisory Group
8367
Wallace Advisory Group
California
$95.3M -$29.1M -23% 5.47% 50.9% 177 32.77% 2.2
Weaver C. Barksdale & Associates
8368
Weaver C. Barksdale & Associates
Tennessee
$95.3M -$8.62M -8% 1.03% 52.2% 62 0% 6.2
Axim Planning & Wealth
8369
Axim Planning & Wealth
Ohio
$95.1M -$31.7M -25% 16.2% 32.3% 96 36.46% 0.9
KAM
8370
Kazazian Asset Management
Florida
$95M +$12.1M +15% 7.7% – 56 26.79% 1.9
Tortuga Wealth Management
8371
Tortuga Wealth Management
California
$94.9M – – 4.55% – 105 – 0
Breachway Investments
8372
Breachway Investments
Rhode Island
$94.8M – – 2.02% – 98 – 0
Thayer Financial
8373
Thayer Financial
North Carolina
$94.6M – – 1.88% – 33 – 0
Merrithew & Thorsten Inc
8374
Merrithew & Thorsten Inc
California
$94.5M – – 0.14% – 113 – 0
Vennlight Capital Management
8375
Vennlight Capital Management
Connecticut
$94.5M +$17.7M +23% 3.89% – 46 84.78% 0.1