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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
SSW
4951
Smith Shellnut Wilson
Mississippi
$202M +$29.1M +17% 9.91% 90.2% 166 18.07%
MPW
4952
Monterey Private Wealth
California
$202M +$23.8M +13% 8.56% 29.8% 110 14.55%
WVP
4953
Worth Venture Partners
New Jersey
$202M -$20.4M -9% 5.78% 105% 161 35.4%
SWP
4954
ShoreHaven Wealth Partners
New Jersey
$202M +$9.91M +5% 4.85% 63.8% 54 9.26%
IC
4955
Innealta Capital
Texas
$202M +$23M +13% 3.85% 63.7% 71 18.31%
CFLC
4956
California First Leasing Corp
California
$201M 14.4% 377% 39
MA
4957
Menlo Advisors
California
$201M +$12M +6% 10.1% 81.9% 46 10.87%
KPWG
4958
KFA Private Wealth Group
Virginia
$201M +$18.4M +10% 7.73% 57.5% 73 8.22%
OPWM
4959
Oakwell Private Wealth Management
Texas
$201M +$16M +9% 5.92% 63% 63 9.52%
ATIA
4960
American Trust Investment Advisors
New Hampshire
$201M +$23.2M +13% 11% 91% 97 17.53%
GGI
4961
GPM Growth Investors
Michigan
$201M +$11.2M +6% 11.2% 41 14.63%
GWM
4962
Gray Wealth Management
Maine
$201M +$22M +12% 8.52% 22.1% 133 13.53%
CFGF
4963
Compass Financial Group (Florida)
Florida
$201M +$18.4M +10% 5.21% 44.1% 31 0%
GSC
4964
G&S Capital
Colorado
$201M +$18.9M +10% 10.2% 77.2% 124 33.06%
SAM
4965
Sandbar Asset Management
United Kingdom
$200M -$719M -78% 12.2% 128% 74 48.65%
SW
4966
StrongBox Wealth
Missouri
$200M +$21.9M +12% 8.8% 57.8% 106 11.32%
BLC
4967
Brown, Lisle/Cummings
Rhode Island
$200M 8.69% 72.2% 452
SFSG
4968
Sound Financial Strategies Group
Mississippi
$200M +$801K +0.4% 3.83% 26.4% 86 6.98%
AP
4969
Agilis Partners
Massachusetts
$200M -$1.29M -0.6% 5.12% 8.47% 28 10.71%
NEGWA
4970
New England Guild Wealth Advisors
Connecticut
$200M +$11M +6% 4.69% 6.04% 72 8.33%
WMRU
4971
William Marsh Rice University
Texas
$200M -$41.2M -17% 3.01% 4.44% 10 60%
KFI
4972
Key Financial Inc
Pennsylvania
$200M +$22.9M +13% 9% 55.5% 1,024 10.06%
DOFI
4973
DCVC Opportunity Fund II
California
$200M 21% 4
HSCU
4974
Half Sky Capital (UK)
United Kingdom
$200M -$70.4M -26% 16.4% 13% 7 28.57%
RHAM
4975
Round Hill Asset Management
California
$199M +$125K +0.1% 2.9% 43.2% 58 3.45%