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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)
Sentry Investment Management
7101
Sentry Investment Management
Wisconsin
$168M +$22.2M +15% 14.9% 103% 1 0% 0.5
UP Strategic Wealth Investment Advisors
7102
UP Strategic Wealth Investment Advisors
Pennsylvania
$168M +$9.15M +6% 17.8% – 108 12.96% 1.6
VFS
7103
Valpey Financial Services
New Hampshire
$168M +$14.2M +9% 9.77% – 77 3.9% 0.9
Karl Kapital
7104
Karl Kapital
California
$168M +$23.6M +16% 26.9% – 33 57.58% 0.2
Runnymede Capital Advisors
7105
Runnymede Capital Advisors
Ohio
$168M +$51.4M +44% 70.2% – 81 12.35% 0.5
Sarver Vrooman Wealth Advisors
7106
Sarver Vrooman Wealth Advisors
Missouri
$168M +$5.42M +3% 2.25% – 148 8.78% 1.1
Income Insurance Ltd
7107
Income Insurance Ltd
$168M +$20.7M +14% 28.9% – 189 15.87% 0.4
Pincus Capital Management
7108
Pincus Capital Management
New York
$168M +$24.1M +17% 23% – 53 7.55% 0.5
Evansbrook
7109
Evansbrook
Illinois
$168M +$17.9M +12% 17.8% – 129 10.85% 0.4
BV
7110
Boxwood Ventures
Illinois
$168M +$73.2M +78% 14.4% 88% 38 15.79% 2.6
General Equity Holdings
7111
General Equity Holdings
New York
$167M +$32.8M +24% 15.9% 775% 14 28.57% 1.5
Index Venture Growth Associates IV
7112
Index Venture Growth Associates IV
Jersey
$167M +$4.59M +3% 4.26% – 2 0% 1.1
MWS
7113
MFA Wealth Services
California
$167M +$16.4M +11% 10.8% – 136 11.76% 1.2
Fairscale Capital
7114
Fairscale Capital
New Hampshire
$167M +$22.8M +16% 18.5% – 444 2.25% 1.7
Eddie Patel Inc
7115
Eddie Patel Inc
Illinois
$167M +$37.2M +29% 60.3% – 156 57.69% 0.2
Genesis Wealth Advisors
7116
Genesis Wealth Advisors
Massachusetts
$167M +$17.5M +12% 9.31% – 75 18.67% 5.6
Thompson Davis & Co
7117
Thompson Davis & Co
Virginia
$167M +$17.3M +12% 14.7% 188% 193 39.9% 2
Lummis Asset Management
7118
Lummis Asset Management
Texas
$167M -$96.9K -0.1% 3.72% – 232 22.84% 1.5
GEN Financial Management
7119
GEN Financial Management
Minnesota
$167M +$5.6M +3% 9.15% – 57 35.09% 1
Amara Financial
7120
Amara Financial
California
$167M +$22M +15% 12.3% – 48 6.25% 1.4
Silver Oak Wealth Advisors Services
7121
Silver Oak Wealth Advisors Services
California
$167M +$13.1M +8% 9.18% – 42 11.9% 1.2
U.S. Wealth Group
7122
U.S. Wealth Group
New York
$167M +$19.1M +13% 6.73% – 49 20.41% 1.2
Robinson Smith Wealth Advisors
7123
Robinson Smith Wealth Advisors
Maine
$167M +$19.1M +13% 11.1% 62.6% 101 19.8% 1.8
Custos Family Office
7124
Custos Family Office
Texas
$167M +$22.3M +15% 13.8% 57.4% 72 15.28% 2.1
Strong Retirement Solutions
7125
Strong Retirement Solutions
Washington
$167M +$24.1M +17% 18.8% – 89 11.24% 0.5