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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
TWM
4726
TriaGen Wealth Management
California
$203M +$18.7M +10% 12.3% 113% 207 28.02%
LM
4727
Lasry Marc
$203M +$40.7M +25% 19.7% 14.8% 11 36.36%
WS
4728
Wela Strategies
Georgia
$202M +$10.6M +6% 5.43% 51.3% 45 4.44%
AC
4729
ASB Consultores
Florida
$202M 8.19% 65.1% 224
SWM
4730
Strategic Wealth Management
Washington
$202M +$9.92M +5% 4.98% 52.8% 72 5.56%
TL
4731
TowerView LLC
New York
$202M +$12.2M +6% 0.54% 23.3% 36 16.67%
IIM
4732
Ironwood Investment Management
Massachusetts
$202M +$9.23M +5% 6.01% 149% 184 8.7%
WWA
4733
WC Walker & Associates
California
$202M +$15.5M +8% 8.92% 75 14.67%
KAM
4734
Karani Asset Management
New York
$202M -$3.91M -2% 8.18% 51 37.25%
AMC
4735
Asset Management Corp
Illinois
$202M +$2.56M +1% 9.18% 57.1% 212 26.42%
SSW
4736
Smith Shellnut Wilson
Mississippi
$202M +$29.1M +17% 9.91% 92.2% 166 18.07%
MPW
4737
Monterey Private Wealth
California
$202M +$23.8M +13% 8.56% 29.8% 110 14.55%
WVP
4738
Worth Venture Partners
New Jersey
$202M -$20.4M -9% 5.78% 102% 161 35.4%
SWP
4739
ShoreHaven Wealth Partners
New Jersey
$202M +$9.91M +5% 4.85% 63.8% 54 9.26%
IC
4740
Innealta Capital
Texas
$202M +$23M +13% 3.85% 52.1% 71 18.31%
CFLC
4741
California First Leasing Corp
California
$201M 14.4% 161% 39
MA
4742
Menlo Advisors
California
$201M +$12M +6% 10.1% 81.9% 46 10.87%
KPWG
4743
KFA Private Wealth Group
Virginia
$201M +$18.4M +10% 7.73% 57.5% 73 8.22%
OPWM
4744
Oakwell Private Wealth Management
Texas
$201M +$16M +9% 5.92% 50.1% 63 9.52%
ATIA
4745
American Trust Investment Advisors
New Hampshire
$201M +$23.2M +13% 11% 81.1% 97 17.53%
GGI
4746
GPM Growth Investors
Michigan
$201M +$11.2M +6% 11.2% 41 14.63%
GWM
4747
Gray Wealth Management
Maine
$201M +$22M +12% 8.52% 22.1% 133 13.53%
CFGF
4748
Compass Financial Group (Florida)
Florida
$201M +$18.4M +10% 5.21% 36.3% 31 0%
GSC
4749
G&S Capital
Colorado
$201M +$18.9M +10% 10.2% 77.2% 124 33.06%
SW
4750
StrongBox Wealth
Missouri
$200M +$21.9M +12% 8.8% 57.8% 106 11.32%