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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
PL
5301
Polianta Ltd
Jersey
$171M -$31.3M -15% 96
SW
5302
StrongBox Wealth
Missouri
$171M +$14.3M +9% 84
VU
5303
Valence8 US
Massachusetts
$171M +$13.2M +8% 15
KFO
5304
Kopp Family Office
Minnesota
$171M +$13.2M +8% 21
COA
5305
Crown Oak Advisors
California
$171M 21
CC
5306
Cowbird Capital
New York
$171M -$20M -10% 13
DI
5307
Disciplined Investments
Oklahoma
$171M +$6.31M +4% 115
DFG
5308
Delphi Financial Group
Delaware
$171M -$36.2M -18% 23
CCC
5309
Cincinnati Casualty Company
Ohio
$171M +$13.9M +9% 26
FBC
5310
Fairfield, Bush & Co
Connecticut
$171M +$17.5M +11% 532
IAG
5311
Investmark Advisory Group
Connecticut
$171M +$22.9M +16% 120
SPWM
5312
Straight Path Wealth Management
Michigan
$170M +$23M +16% 98
HCM
5313
Hall Capital Management
Rhode Island
$170M +$14.4M +9% 95
UAM
5314
Unison Asset Management
Florida
$170M +$18.3M +12% 35
SOAG
5315
Silver Oak Advisory Group
Oregon
$170M +$15.9M +10% 63
PBO
5316
Peoples Bank (Ohio)
Ohio
$170M +$17M +11% 123
CWMU
5317
Caliber Wealth Management (Utah)
Utah
$170M +$21.5M +14% 57
OCM
5318
Orion Capital Management
California
$170M +$16.5M +11% 525
BCA
5319
Ballentine Capital Advisors
South Carolina
$170M 30
PFA
5320
Pinnacle Family Advisors
Missouri
$170M -$4.41M -3% 101
CVA
5321
Central Valley Advisors
California
$170M 142
JWM
5322
Jupiter Wealth Management
Colorado
$170M +$15.8M +10% 86
1M
5323
13D Management
New York
$170M +$9.2M +6% 31
CMAI
5324
Capital Management Associates Inc
Minnesota
$170M 83
CCA
5325
Cora Capital Advisors
New Jersey
$170M +$20.8M +14% 98