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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 Time
Held (Qtrs)
SHF
7001
Stage Harbor Financial
Massachusetts
$173M +$22.3M +15% 10.9% – 66 10.61% 7
AIFAIM
7002
American Institute for Advanced Investment Management
Arizona
$173M +$18.7M +12% 14.6% 72.8% 162 7.41% 14.3
GWA
7003
Gutierrez Wealth Advisory
Arkansas
$173M +$12.1M +8% 11.7% – 73 8.22% 4.5
KCIC
7004
Kuhn & Co Investment Counsel
Illinois
$173M +$17.8M +11% 15.6% – 155 12.26% 7.5
TA
7005
Teton Advisors
New York
$173M +$30.8M +22% 41.5% 139% 163 9.82% 36
CAM
7006
Concorde Asset Management
Michigan
$173M -$31.1M -15% 22.1% – 231 44.59% 9.3
AWA
7007
Archvest Wealth Advisors
California
$173M +$17.8M +12% 11.3% 47.8% 81 18.52% 8.4
HFS
7008
Hopwood Financial Services
Virginia
$173M +$24.3M +16% 12.8% – 92 9.78% 5.1
GFG
7009
Grantvest Financial Group
New Jersey
$173M +$18.1M +12% 10.2% – 194 16.49% 4.1
DWM
7010
DeLarme Wealth Management
California
$172M +$17.2M +11% 8.56% – 69 10.14% 1.8
DAM
7011
Doheny Asset Management
California
$172M +$19M +12% 15.6% 135% 65 13.85% 26.1
FC
7012
Fundamenta Capital
$172M +$70.6M +69% 2.01% – 16 62.5% 0.6
SMH
7013
Sanders Morris Harris
Texas
$172M -$458M -73% 9.11% 83.1% 303 77.23% 0.9
IPGDR
7014
Investidor Profissional Gestao de Recursos
Brazil
$172M -$133M -44% 8.92% 51.8% 29 27.59% 8.7
PPF
7015
Pacific Park Financial
California
$172M +$19.1M +12% 9.86% – 80 12.5% 1.8
IWB
7016
Innovative Wealth Building
Maryland
$172M +$30M +21% 14.4% – 87 22.99% 3.8
AGP
7017
Aspire Growth Partners
Florida
$172M +$26.4M +18% 19.2% – 135 15.56% 4.8
NA
7018
Networth Advisors
Pennsylvania
$172M +$30.6M +22% 9.77% – 452 30.53% 1.5
CCG
7019
Coastwise Capital Group
California
$172M -$8.07M -4% 17.1% 88.8% 152 21.71% 10.3
PW
7020
Paladin Wealth
Minnesota
$172M +$26.6M +18% 11.7% – 146 22.6% 4.5
SI
7021
Stonekeep Investments
New Mexico
$172M +$17.6M +11% 10.4% – 83 22.89% 5.1
GCM
7022
Gambit Capital Management
Tennessee
$172M +$26.6M +18% 15.6% – 109 21.1% 1.5
GIS
7023
Graphene Investments SAS
France
$172M +$22.8M +15% 17.8% 86.5% 45 8.89% 10
CFA
7024
Collaborative Fund Advisors
Nevada
$172M +$9.86M +6% 16.8% – 251 63.75% 0.5
STA
7025
Shade Tree Advisors
New York
$172M +$32.1M +23% 34.7% – 30 13.33% 3.7