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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
CFO
2851
CVA Family Office
Colorado
$448M +$35.5M +9% 4.83% 57.4% 1,022 11.84%
SWM
2852
Stockman Wealth Management
Montana
$447M +$12M +3% 2.79% 61.9% 212 11.32%
CCG
2853
Chatham Capital Group
Georgia
$447M +$20.9M +5% 6.84% 89.9% 194 8.25%
SOAMC
2854
Spirit of America Management Corp
New York
$447M +$1.8M +0.4% 4% 110% 247 13.36%
WSC
2855
Wellington Shields & Co
New York
$446M +$6.05M +1% 2.13% 75.6% 310 9.35%
SCM
2856
Schnieders Capital Management
California
$446M +$9.59M +2% 7.3% 103% 211 11.85%
IWP
2857
Insight Wealth Partners
Texas
$446M +$312M +233% 0.02% 38.9% 63 9.52%
FFM
2858
FengHe Fund Management
Singapore
$446M -$293M -40% 11.4% 564% 21 52.38%
LKIM
2859
Lawson Kroeker Investment Management
Nebraska
$445M +$149M +50% 0.33% 64.5% 90 44.44%
ACM
2860
Archon Capital Management
Washington
$445M +$101M +29% 33.6% 131% 46 45.65%
CCM
2861
Coerente Capital Management
Ontario, Canada
$445M -$8.82M -2% 2.2% 40% 36 0%
CAM
2862
Columbia Asset Management
Michigan
$445M +$32.7M +8% 6.86% 84.4% 166 4.22%
CWP
2863
Curated Wealth Partners
California
$444M +$32.2M +8% 9.14% 45.4% 142 14.79%
OWA
2864
Octavia Wealth Advisors
Ohio
$444M +$38.8M +10% 7.21% 67.9% 198 12.12%
YDMI
2865
Y.D. More Investments
Israel
$444M +$31M +8% 11.5% 231% 438 26.48%
JPMIA
2866
J.P. Marvel Investment Advisors
Massachusetts
$443M +$17.2M +4% 9.04% 141% 72 4.17%
SRFM
2867
Shannon River Fund Management
New York
$443M +$35.6M +9% 28.7% 337% 37 45.95%
MFG
2868
MidWestOne Financial Group
Iowa
$443M -$5.35M -1% 2.34% 62.7% 276 21.38%
JTWM
2869
Jackson Thornton Wealth Management
Alabama
$443M +$24.1M +6% 3.64% 51.2% 38 23.68%
SDH
2870
Sloy Dahl & Holst
Washington
$443M +$156M +54% 49.6% 131% 71 9.86%
WAM
2871
Wilsey Asset Management
California
$442M +$21.8M +5% 3.97% 55% 29 17.24%
SB
2872
Sunflower Bank
Texas
$442M -$17.1M -4% 0.03% 42.7% 112 3.57%
FA
2873
Faithward Advisors
Pennsylvania
$441M -$18.5M -4% 8.12% 86.7% 347 34.58%
TF
2874
TimeScale Financial
Massachusetts
$441M +$96.8M +28% 5.67% 31.3% 679 20.77%
EVM
2875
Evelyn V. Moreno
$441M +$8.72M +2% 10.6% 39.4% 168 30.95%