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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)
AM
8376
Account Management
Massachusetts
$99M +$7.74M +8% 14.6% 87.4% 23 4.35% 5.2
Professional Financial Management
8377
Professional Financial Management
Wisconsin
$98.6M +$2.54M +3% 1.3% – 26 19.23% 0.4
Financial Network Wealth Advisors
8378
Financial Network Wealth Advisors
Utah
$98.5M +$818K +0.8% 8.2% 57.7% 895 17.88% 1.3
Montchanin Asset Management
8379
Montchanin Asset Management
Delaware
$98.1M +$4.08M +4% 18.3% – 64 18.75% 2.2
PWM
8380
Puff Wealth Management
New Jersey
$98.1M – – 13.2% – 77 – 1
Zinnia Wealth Advisory
8381
Zinnia Wealth Advisory
Florida
$98.1M +$8.72M +10% 16.3% – 109 22.94% 0.4
Drum Hill Capital
8382
Drum Hill Capital
Connecticut
$98M -$10.9M -10% 1.11% – 49 14.29% 1.3
EAP
8383
Elevation Advisory Partners
Florida
$97.7M -$9.45M -9% 26.1% – 101 56.44% 0.2
Wedgewood Investors
8384
Wedgewood Investors
Pennsylvania
$97.4M +$10.1M +12% 15.8% – 112 13.39% 7.2
Schrum Private Wealth Management
8385
Schrum Private Wealth Management
Florida
$97.3M -$33.7M -26% 10.6% 60.9% 139 30.94% 3.5
Lloyd Harbor Capital Management
8386
Lloyd Harbor Capital Management
New York
$97.2M -$147M -60% 9.41% 144% 35 74.29% 0.6
Anchor Capital Management Company
8387
Anchor Capital Management Company
North Carolina
$97M +$4.25M +5% 20.4% – 12 75% 0.5
Optimas Capital
8388
Optimas Capital
Hong Kong
$96.9M +$52.4M +118% 43.5% 355% 24 91.67% 0.1
Kore Advisors
8389
Kore Advisors
Florida
$96.2M +$3.38M +4% 16.5% – 19 31.58% 1
Inkwell Capital
8390
Inkwell Capital
Florida
$96.2M -$2.04M -2% 4.44% – 32 6.25% 1.3
JKSF
8391
John & Kathleen Schreiber Foundation
Illinois
$95.8M -$1.75M -2% 2.07% 30.8% 4 0% 3.6
OWMIAS
8392
One Wealth Management Investment & Advisory Services
Florida
$95.3M +$12.2M +15% 17.1% – 59 22.03% 1.9
AIP LLC
8393
AIP LLC
New York
$95.2M -$173M -65% 0.19% 54.9% 3 33.33% 1.4
FF
8394
Formulate Financial
Florida
$95M +$14M +17% 16.5% – 27 7.41% 0.7
Capitol Family Office
8395
Capitol Family Office
Oregon
$94.7M +$10M +12% 19.2% 72% 49 8.16% 1.9
IWMO
8396
Integrated Wealth Management (Ohio)
Ohio
$94.7M +$7.48M +9% 11.8% – 115 38.26% 0.4
Prism Planning Partners
8397
Prism Planning Partners
Illinois
$94.5M +$9.9M +12% 10% – 45 28.89% 0.5
Geremia Financial Services
8398
Geremia Financial Services
New Jersey
$94.3M -$28.5M -23% 35.3% – 10 10% 0.5
SkyKnight Capital
8399
SkyKnight Capital
California
$94.1M -$13M -12% 12.1% 11% 3 0% 4.5
Divco West Real Estate Services
8400
Divco West Real Estate Services
California
$94M +$22.2M +31% 32.9% 22.3% 4 0% 3.5