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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)
Karani Asset Management
4951
Karani Asset Management
New York
$202M -$3.91M -2% 8.18% – 51 37.25% 1.3
AMC
4952
Asset Management Corp
Illinois
$202M +$2.56M +1% 9.18% 57.1% 212 26.42% 1.2
Smith Shellnut Wilson
4953
Smith Shellnut Wilson
Mississippi
$202M +$29.1M +17% 9.91% 98.6% 166 18.07% 3.1
Monterey Private Wealth
4954
Monterey Private Wealth
California
$202M +$23.8M +13% 8.56% 29.8% 110 14.55% 1.4
Worth Venture Partners
4955
Worth Venture Partners
New Jersey
$202M -$20.4M -9% 5.78% 105% 161 35.4% 0.7
ShoreHaven Wealth Partners
4956
ShoreHaven Wealth Partners
New Jersey
$202M +$9.9M +5% 4.85% 72.4% 54 9.26% 0.9
Innealta Capital
4957
Innealta Capital
Texas
$202M +$23M +13% 3.85% 69.8% 71 18.31% 1.2
California First Leasing Corp
4958
California First Leasing Corp
California
$201M – – 14.4% 377% 39 – 0
MA
4959
Menlo Advisors
California
$201M +$12M +6% 10.1% 108% 46 10.87% 3.7
KFA Private Wealth Group
4960
KFA Private Wealth Group
Virginia
$201M +$18.4M +10% 7.73% 62.8% 73 8.22% 1.5
Oakwell Private Wealth Management
4961
Oakwell Private Wealth Management
Texas
$201M +$16M +9% 5.92% 68.2% 63 9.52% 0.8
American Trust Investment Advisors
4962
American Trust Investment Advisors
New Hampshire
$201M +$23.2M +13% 11% 91% 97 17.53% 2.5
GPM Growth Investors
4963
GPM Growth Investors
Michigan
$201M +$11.2M +6% 11.2% – 41 14.63% 1.4
GWM
4964
Gray Wealth Management
Maine
$201M +$22M +12% 8.52% 22.1% 133 13.53% 1.3
Compass Financial Group (Florida)
4965
Compass Financial Group (Florida)
Florida
$201M +$18.4M +10% 5.21% 47.5% 31 0% 2.6
G&S Capital
4966
G&S Capital
Colorado
$201M +$18.9M +10% 10.2% 85.6% 124 33.06% 1.4
Sandbar Asset Management
4967
Sandbar Asset Management
United Kingdom
$200M -$719M -78% 12.2% 128% 74 48.65% 0.7
StrongBox Wealth
4968
StrongBox Wealth
Missouri
$200M +$21.9M +12% 8.8% 63.9% 106 11.32% 1.3
Brown, Lisle/Cummings
4969
Brown, Lisle/Cummings
Rhode Island
$200M – – 8.69% 82.3% 452 – 0
Sound Financial Strategies Group
4970
Sound Financial Strategies Group
Mississippi
$200M +$801K +0.4% 3.83% 27.1% 86 6.98% 0.9
AP
4971
Agilis Partners
Massachusetts
$200M -$1.29M -0.6% 5.12% 8.47% 28 10.71% 2.4
NEGWA
4972
New England Guild Wealth Advisors
Connecticut
$200M +$11M +6% 4.69% 6.04% 72 8.33% 2.6
William Marsh Rice University
4973
William Marsh Rice University
Texas
$200M -$41.2M -17% 3.01% 1.81% 10 60% 0.8
Key Financial Inc
4974
Key Financial Inc
Pennsylvania
$200M +$22.9M +13% 9% 64.1% 1,024 10.06% 0.9
DCVC Opportunity Fund II
4975
DCVC Opportunity Fund II
California
$200M – – 21% – 4 – 0