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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
VCM
3001
V3 Capital Management
Texas
$374M -$56.2M -13% 10% 20.5% 14 42.86%
5NCM
3002
59 North Capital Management
Texas
$374M +$24.8M +7% 2.39% 81.4% 13 15.38%
TC
3003
TAP Consulting
Missouri
$374M +$13.2M +4% 2.2% 3.08% 132 18.94%
NC
3004
NBW Capital
Massachusetts
$373M +$8.45M +2% 0.2% 86% 92 14.13%
MAA
3005
Mraz Amerine & Associates
California
$372M -$16.7M -4% 3.32% 69.8% 174 6.9%
CPA
3006
Capital Planning Advisors
California
$372M -$5.43M -1% 5.03% 64.2% 138 16.67%
IAS
3007
IMA Advisory Services
Colorado
$372M -$36.4M -9% 2.69% 74.5% 413 24.21%
CA
3008
CHI Advisors
New York
$372M +$110M +42% 63% 88.2% 30 23.33%
DCM
3009
DAFNA Capital Management
California
$372M +$4.91M +1% 13.8% 313% 97 18.56%
CBA
3010
Coastal Bridge Advisors
Connecticut
$372M +$46.8M +14% 49.3% 88.1% 186 18.28%
HA
3011
Harbor Advisors
Florida
$372M -$40.3M -10% 8.26% 125% 181 10.5%
DPI
3012
Diversified Portfolios Inc
Michigan
$372M +$12.7M +4% 4.95% 38.2% 140 14.29%
NI
3013
NFC Investments
Tennessee
$371M +$2.6M +0.7% 2.6% 37 8.11%
RP
3014
Rowlandmiller & Partners
Georgia
$371M -$19.4M -5% 4.74% 84% 179 6.7%
CIP
3015
Capital Insight Partners
Arizona
$371M -$57.2M -13% 5.31% 51.7% 153 6.54%
LCM
3016
Lonestar Capital Management
California
$371M -$128M -26% 5.33% 260% 32 50%
SAM
3017
Synergy Asset Management
Washington
$371M -$6.62M -2% 3.11% 97.3% 145 60.69%
RIA
3018
Recurrent Investment Advisors
Texas
$371M +$40.8M +12% 0.81% 99.7% 50 18%
AI
3019
AdvisorShares Investments
Maryland
$370M +$11.1M +3% 6.16% 110% 357 47.9%
VCM
3020
Vivaldi Capital Management
Illinois
$370M -$13.9M -4% 5.5% 69.2% 234 11.97%
OWA
3021
Octavia Wealth Advisors
Ohio
$370M -$12M -3% 5.49% 67.9% 179 11.17%
SWM
3022
Stockman Wealth Management
Montana
$370M -$22.4M -6% 7.59% 73.5% 184 7.61%
DWA
3023
Divergent Wealth Advisors
Utah
$370M -$33.5M -8% 5.13% 14.7% 20 15%
MC
3024
Minot Capital
Colorado
$369M -$127M -26% 8.82% 19.6% 19 0%
CFO
3025
CVA Family Office
Colorado
$368M +$648K +0.2% 6.72% 71.6% 961 9.68%