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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
VU
5351
Valence8 US
Massachusetts
$171M +$13.2M +8% 9.81% 53.9% 15 53.33%
KFO
5352
Kopp Family Office
Minnesota
$171M +$13.2M +8% 13.4% 34% 21 0%
XC
5353
XY Capital
Hong Kong
$171M -$3.11M -2% 4.65% 44.3% 145 60%
COA
5354
Crown Oak Advisors
California
$171M 15.4% 21
AWM
5355
AAF Wealth Management
Massachusetts
$171M +$15.3M +10% 10.3% 65.8% 53 22.64%
CC
5356
Cowbird Capital
New York
$171M -$20M -10% 2.71% 21.3% 13 38.46%
OCM
5357
Orion Capital Management
California
$171M +$16.7M +11% 10.7% 66.8% 542 12.92%
DI
5358
Disciplined Investments
Oklahoma
$171M +$6.31M +4% 7.55% 41.9% 115 13.91%
DFG
5359
Delphi Financial Group
Delaware
$171M -$36.2M -18% 1.23% 48.5% 22 22.73%
CCC
5360
Cincinnati Casualty Company
Ohio
$171M +$13.9M +9% 10.1% 50.5% 26 3.85%
FBC
5361
Fairfield, Bush & Co
Connecticut
$171M +$17.5M +11% 12.1% 101% 532 79.7%
IAG
5362
Investmark Advisory Group
Connecticut
$171M +$22.9M +16% 9.33% 53.2% 120 14.17%
SPWM
5363
Straight Path Wealth Management
Michigan
$170M +$23M +16% 6.2% 70.6% 98 26.53%
HCM
5364
Hall Capital Management
Rhode Island
$170M +$14.4M +9% 9.23% 95 6.32%
UAM
5365
Unison Asset Management
Florida
$170M +$18.3M +12% 12.2% 84% 35 2.86%
SOAG
5366
Silver Oak Advisory Group
Oregon
$170M +$15.9M +10% 7.88% 20.1% 63 7.94%
PBO
5367
Peoples Bank (Ohio)
Ohio
$170M +$17M +11% 12.5% 71.7% 123 17.07%
CWMU
5368
Caliber Wealth Management (Utah)
Utah
$170M +$21.5M +14% 14.4% 36.5% 57 5.26%
BCA
5369
Ballentine Capital Advisors
South Carolina
$170M 8.93% 30
PFA
5370
Pinnacle Family Advisors
Missouri
$170M -$4.41M -3% 11% 77.3% 101 20.79%
CVA
5371
Central Valley Advisors
California
$170M 11.8% 142
JWM
5372
Jupiter Wealth Management
Colorado
$170M +$15.8M +10% 11.2% 85.9% 86 0%
1M
5373
13D Management
New York
$170M +$9.2M +6% 19.4% 82.8% 31 16.13%
CMAI
5374
Capital Management Associates Inc
Minnesota
$170M 11.2% 83
CCA
5375
Cora Capital Advisors
New Jersey
$170M +$20.8M +14% 11.4% 70.5% 98 11.22%