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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)
VERITY Wealth Advisors
7151
VERITY Wealth Advisors
United States
$166M +$15.8M +11% 13.8% 59.9% 85 9.41% 4.6
TopTier Wealth Management
7152
TopTier Wealth Management
Wisconsin
$166M +$2.88M +2% 12% – 795 83.27% 0.5
Robert Bosch
7153
Robert Bosch
Germany
$166M +$5.15M +3% 5.73% – 3 0% 1.1
Kerntke Otto McGlone Wealth Management Group
7154
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$165M +$18.8M +13% 9.91% 64.9% 101 16.83% 2.8
OceanIQ Capital
7155
OceanIQ Capital
California
$165M – – 12% – 110 – 0
Lancaster Investment Management
7156
Lancaster Investment Management
United Kingdom
$165M -$16.3M -9% 2.66% 0.78% 13 53.85% 0.9
GC
7157
Gratia Capital
California
$165M -$61.8M -27% 12.2% 42.4% 43 48.84% 1
Copley Financial Group
7158
Copley Financial Group
California
$165M -$378K -0.2% 7.59% – 124 12.1% 1.1
Anchorage Capital Advisors
7159
Anchorage Capital Advisors
New York
$165M -$213M -56% 5.06% – 7 42.86% 1.1
Lansing Management
7160
Lansing Management
New York
$165M +$14.6M +10% 13.7% 76.9% 14 7.14% 2.1
Multicoin Capital Management
7161
Multicoin Capital Management
Texas
$165M +$89.2M +117% 38.5% – 3 33.33% 0.4
Framtiden Holdings Management
7162
Framtiden Holdings Management
Illinois
$165M +$62.9M +62% 11.4% – 6 0% 0.5
Foresight Global Investors
7163
Foresight Global Investors
New York
$165M +$10.9M +7% 8.94% 69.9% 33 15.15% 1.1
Hahn Capital Management
7164
Hahn Capital Management
California
$165M +$5.77M +4% 9.86% 53.6% 32 6.25% 7.3
Hickory Point Bank & Trust
7165
Hickory Point Bank & Trust
Illinois
$165M +$13.4M +9% 12.7% – 473 10.15% 0.6
Tower Trust & Investment Company
7166
Tower Trust & Investment Company
Iowa
$165M +$12.4M +8% 17.1% – 254 20.87% 0.9
Laraway Financial Advisors
7167
Laraway Financial Advisors
Minnesota
$165M +$22.5M +16% 21.7% 92.3% 140 7.86% 3.4
Charter Research & Investment Group
7168
Charter Research & Investment Group
Connecticut
$165M +$14.6M +10% 13.2% 82.3% 93 8.6% 7.2
Ares Systematic Credit
7169
Ares Systematic Credit
$165M +$38.1M +30% 12.4% – 255 48.63% 0.2
HC Advisors
7170
HC Advisors
Georgia
$165M +$15.3M +10% 9.48% 63.5% 63 6.35% 3.7
Vann Equity Management
7171
Vann Equity Management
Texas
$165M +$24.3M +17% 29% – 188 26.6% 0.2
Gaddis Premier Wealth Advisors
7172
Gaddis Premier Wealth Advisors
Oklahoma
$165M +$29M +21% 14.7% – 106 26.42% 0.4
Atala Financial
7173
Atala Financial
California
$165M +$15.6M +10% 13.9% – 126 11.11% 1.3
Forerunner Ventures Management
7174
Forerunner Ventures Management
California
$164M -$4.68M -3% 9.34% – 1 0% 0.5
McGinn Penninger Investment Management
7175
McGinn Penninger Investment Management
Virginia
$164M +$11.5M +8% 7.2% 51.9% 39 15.38% 3.2