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Vise AI Advisors, LLC
Samir Vasavada · Investment Advisor · Quant/Systematic
Vise AI Advisors, LLC is an investment technology company and SEC-registered investment advisor headquartered in New York City. Founded in 2016 by Samir Vasavada and Runik Mehrotra, the firm officially launched its platform in 2019 to provide AI-powered portfolio management solutions tailored for independent financial advisors. Vise uses artificial intelligence and automation to build and manage highly personalized, tax-efficient portfolios that align with individual client goals and values. The firm operates as a subsidiary of Vise Technologies, Inc. and focuses on empowering human advisors by automating complex tasks such as asset allocation, portfolio rebalancing, and data-driven reporting.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.0% |
| YTD return | +11.1% |
| Sharpe ratio | 4.16 |
| Win rate | 52% |
| AUM | $1.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.vise.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 16.9% | +16.1% |
| GOOGL | Alphabet Inc Class A | 13.8% | +23.6% |
| MSFT | Microsoft Corporation | 13.4% | -0.1% |
| JPM | JPMorgan Chase & Co | 6.2% | +5.4% |
| AVGO | Broadcom Inc | 5.7% | +3.1% |
| META | Meta Platforms Inc. | 4.3% | -0.8% |
| JNJ | Johnson & Johnson | 3.9% | +14.3% |
| MU | Micron Technology Inc | 3.6% | +19.4% |
| XOM | Exxon Mobil Corp | 3.4% | -0.8% |
| V | Visa Inc. Class A | 3.2% | +2.9% |
| WMT | Walmart Inc. Common Stock | 3.1% | +0.9% |
| TSM | Taiwan Semiconductor Manufacturing | 3.1% | +39.5% |
| CSCO | Cisco Systems Inc | 2.9% | +19.0% |
| LLY | Eli Lilly and Company | 2.8% | +24.9% |
| TSLA | Tesla Inc | 2.7% | -17.3% |
| CAT | Caterpillar Inc | 2.5% | +0.8% |
| CVX | Chevron Corp | 2.3% | +4.0% |
| MRK | Merck & Company Inc | 2.2% | -3.5% |
| LRCX | Lam Research Corp | 2.1% | -12.3% |
| ABBV | AbbVie Inc | 2.1% | +3.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | TSLA | 2.6% → 2.7% |
| Aug 31, 2026 | BUY | WMT | 2.9% → 3.1% |
| Aug 31, 2026 | BUY | GOOGL | 12.7% → 13.8% |
| Aug 31, 2026 | BUY | V | 1.8% → 3.2% |
| Aug 31, 2026 | BUY | XOM | 3.3% → 3.4% |
Investment Style Analysis
Vise AI Advisors, LLC is widely recognized for employing a Quant/Systematic strategy. As of Sep 18, 2026, the firm oversees approximately $1.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Vise AI Advisors, LLC made a significant move by increasing exposure to TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Vise's investment philosophy is centered on the integration of human financial expertise with artificial intelligence to deliver mass customization in wealth management. The firm believes that financial advisors are most effective when they focus on client relationships while delegating technical portfolio management to automated, systematic processes. Its strategy leverages proprietary algorithms for automated asset allocation, systematic rebalancing, and tax-loss harvesting. By utilizing data-driven insights and AI-powered automation, Vise aims to provide goal-based investment outcomes that reflect specific client preferences, risk tolerances, and ethical values at a scale that traditional manual management cannot achieve.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Vise AI Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Vise AI Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Vise AI Advisors, LLC's largest holding?
As of the latest filing, Vise AI Advisors, LLC's top position is NVIDIA Corporation (NVDA), representing 16.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Vise AI Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +16.0% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 4.16, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Vise AI Advisors, LLC primarily invest in?
Vise AI Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 29.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Vise AI Advisors, LLC's portfolio concentrated or diversified?
Vise AI Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Vise AI Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Vise AI Advisors, LLC tracks a Year-to-Date (YTD) return of +11.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Samir Vasavada manage Vise AI Advisors, LLC directly?
Yes, Samir Vasavada serves as the key portfolio manager for Vise AI Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.