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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)
Sonoma Private Wealth
6776
Sonoma Private Wealth
California
$57.2M +$6.91M +14% 6.62% 85.7% 82 20.73% 0.4
MV Management XI
6777
MV Management XI
California
$57.2M -$8.18M -13% 9.32% – 3 0% 1.5
GuideStone Capital Management
6778
GuideStone Capital Management
Texas
$56.9M +$8.53M +18% 17.6% 49.2% 1 0% 3.5
Smart Portfolios LLC
6779
Smart Portfolios LLC
Washington
$56.9M +$247K +0.4% 1.94% 41.3% 49 40.82% 1.7
Ramsey Quantitative Systems
6780
Ramsey Quantitative Systems
Kentucky
$56.9M +$2.23M +4% 8.28% 51.1% 1 0% 3.5
Moulton Wealth Management
6781
Moulton Wealth Management
Washington
$56.5M +$11.1M +24% 0.17% 47.8% 18 22.22% 1.7
Riverpark Capital Management
6782
Riverpark Capital Management
New York
$56.5M +$6.69M +13% 15.2% 152% 35 5.71% 3.9
Lubert-Adler Management Company
6783
Lubert-Adler Management Company
Pennsylvania
$56M -$540M -91% 4.47% 40.5% 4 50% 1.2
Aristotle Pacific Capital
6784
Aristotle Pacific Capital
California
$55.9M +$44.4M +384% 0.25% 1.84% 6 33.33% 1.6
Pathway Capital Management
6785
Pathway Capital Management
California
$55.9M +$26.8M +92% 23.2% 629% 11 81.82% 0.1
SBB Research Group
6786
SBB Research Group
Illinois
$55.1M -$15.8M -22% 6.05% – 37 16.22% 1.4
Hanseatic Management Services
6787
Hanseatic Management Services
New Mexico
$54.2M +$9.8M +22% 15.1% – 148 52.7% 0.6
AOG
6788
Alpha Omega Group
Virginia
$54M +$3.11M +6% 3.89% 16.1% 19 5.26% 1.8
Virtus Family Office
6789
Virtus Family Office
Texas
$54M +$3.29M +7% 0.04% 48.4% 53 56.6% 0.4
AC
6790
Anson Capital
Georgia
$53.9M -$7.81M -13% 2.89% 45.8% 82 40.24% 0.7
Genoa Capital Gestora de Recursos
6791
Genoa Capital Gestora de Recursos
$53.9M +$19.7M +58% 6.62% – 18 77.78% 0.1
JC
6792
JCSD Capital
California
$53.5M -$8.43M -14% 2.16% – 54 14.81% 1.5
BHIC
6793
Bassett Hargrove Investment Counsel
Delaware
$53.4M -$3.76M -7% 8.11% – 47 0% 1.9
NNS Holding
6794
NNS Holding
Cayman Islands
$53.2M – – 6.91% – 4 – 0
Strategic Income Management
6795
Strategic Income Management
Washington
$53.1M -$42M -44% 0.3% – 10 70% 0.2
HCM
6796
Hawkeye Capital Management
Florida
$53.1M -$6.49M -11% 4.84% – 9 22.22% 1.5
SVB Financial Group
6797
SVB Financial Group
Texas
$52.9M +$638K +1% 19.3% – 30 26.67% 0.4
AmeriServ Wealth Advisors
6798
AmeriServ Wealth Advisors
Pennsylvania
$52.8M +$9.31M +21% 7.07% – 48 25% 4.1
AMANSA Capital
6799
AMANSA Capital
Singapore
$52.8M +$4.91M +10% 10.3% 115% 1 0% 0.5
BV
6800
Boxwood Ventures
Illinois
$52.7M +$4.21M +9% 9.53% 88% 25 8% 1.1