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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)
Grantvest Financial Group
7026
Grantvest Financial Group
New Jersey
$173M +$18.1M +12% 10.2% – 194 16.49% 1
DeLarme Wealth Management
7027
DeLarme Wealth Management
California
$172M +$17.2M +11% 8.56% – 69 10.14% 0.4
Doheny Asset Management
7028
Doheny Asset Management
California
$172M +$19M +12% 15.6% 135% 65 13.85% 6.5
Fundamenta Capital
7029
Fundamenta Capital
$172M +$70.6M +69% 2.01% – 16 62.5% 0.1
Sanders Morris Harris
7030
Sanders Morris Harris
Texas
$172M -$458M -73% 9.11% 85.8% 303 77.23% 0.2
Investidor Profissional Gestao de Recursos
7031
Investidor Profissional Gestao de Recursos
Brazil
$172M -$133M -44% 8.92% 51.8% 29 27.59% 2.2
Pacific Park Financial
7032
Pacific Park Financial
California
$172M +$19.1M +12% 9.86% – 80 12.5% 0.4
Innovative Wealth Building
7033
Innovative Wealth Building
Maryland
$172M +$30M +21% 14.4% – 87 22.99% 0.9
Aspire Growth Partners
7034
Aspire Growth Partners
Florida
$172M +$26.4M +18% 19.2% – 135 15.56% 1.2
Networth Advisors
7035
Networth Advisors
Pennsylvania
$172M +$30.6M +22% 9.77% – 452 30.53% 0.4
Coastwise Capital Group
7036
Coastwise Capital Group
California
$172M -$8.07M -4% 17.1% 88.8% 152 21.71% 2.6
Paladin Wealth
7037
Paladin Wealth
Minnesota
$172M +$26.6M +18% 11.7% – 146 22.6% 1.1
Stonekeep Investments
7038
Stonekeep Investments
New Mexico
$172M +$17.6M +11% 10.4% – 83 22.89% 1.3
Gambit Capital Management
7039
Gambit Capital Management
Tennessee
$172M +$26.6M +18% 15.6% – 109 21.1% 0.4
Graphene Investments SAS
7040
Graphene Investments SAS
France
$172M +$22.8M +15% 17.8% 103% 45 8.89% 2.5
CFA
7041
Collaborative Fund Advisors
Nevada
$172M +$9.9M +6% 16.8% – 251 63.75% 0.1
Shade Tree Advisors
7042
Shade Tree Advisors
New York
$172M +$32.1M +23% 34.7% – 30 13.33% 0.9
Northland Securities
7043
Northland Securities
Minnesota
$172M +$66.6M +63% 19.5% – 124 19.35% 0.4
Welch Financial Planning
7044
Welch Financial Planning
Colorado
$172M +$32.6M +23% 19% – 77 20.78% 0.4
Brian Low Financial Group
7045
Brian Low Financial Group
Louisiana
$171M +$24.3M +16% 9.23% – 128 18.75% 0.8
Bannerman Wealth Management Group
7046
Bannerman Wealth Management Group
Texas
$171M +$23M +15% 11.3% – 38 15.79% 1.1
Lifetime Wealth Management
7047
Lifetime Wealth Management
Texas
$171M -$4.5M -3% 0.25% – 94 12.77% 0.5
PP
7048
Pingora Partners
Wyoming
$171M +$2.57M +2% 6.63% – 191 7.33% 2.2
Del-Sette Capital Management
7049
Del-Sette Capital Management
New York
$171M +$4.12M +2% 11.6% 112% 51 15.69% 2.2
Fidato Wealth
7050
Fidato Wealth
Ohio
$171M +$17.1M +11% 12.6% 61.1% 16 18.75% 2.6