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FAMILY OFFICE RESEARCH LLC 13F portfolio summary

FAMILY OFFICE RESEARCH LLC of FAMILY OFFICE RESEARCH LLC has 71 current stock holdings with a reported portfolio value of $230.2M. The portfolio 1 year return is +20.91%. Top holdings include SPY (0.00%), QQQ (0.00%), MAR (25.88%), VOO (10.99%), SMLF (7.30%).

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FAMILY OFFICE RESEARCH LLC

FAMILY OFFICE RESEARCH LLC
Latest filing: 2026-03-31

FAMILY OFFICE RESEARCH LLC runs FAMILY OFFICE RESEARCH LLC and currently holds 71 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $230.19M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FAMILY OFFICE RESEARCH LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FAMILY OFFICE RESEARCH LLC's portfolio at FAMILY OFFICE RESEARCH LLC has delivered returns of +20.91%. Their 3-year annualized return is +11.91%. Looking at the 5-year horizon, FAMILY OFFICE RESEARCH LLC has achieved +11.91% annualized returns at FAMILY OFFICE RESEARCH LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.91%
#0/1000
3 Year
+11.91%
#0/1000
5 Year
+11.91%
#0/1000

Portfolio Value

$230.19M

Alpha Score

12.5

#0 of 1000

Holdings

71

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change