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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
CPA
7401
Compass Planning Associates
Massachusetts
$109M +$96.5K +0.1% 124
CCM
7402
Connective Capital Management
California
$109M +$1.96M +2% 91
AC
7403
Aldebaran Capital
Indiana
$109M +$7.53M +7% 35
FCMV
7404
Foresite Capital Management V
California
$109M +$28M +35% 6
BCM
7405
BML Capital Management
Indiana
$109M -$21.8M -17% 28
Q1WB
7406
Quest 10 Wealth Builders
Virginia
$108M +$5.74M +6% 921
CCMW
7407
Cypress Capital Management (Wyoming)
Wyoming
$108M +$16.3M +18% 190
RF
7408
Roxbury Financial
New Jersey
$108M +$5.65M +6% 375
VPW
7409
Variant Private Wealth
Virginia
$108M +$11.9M +12% 38
SWTS
7410
Stonehaven Wealth & Tax Solutions
Wisconsin
$108M +$5.75M +6% 85
4A
7411
4Wealth Advisors
Illinois
$108M +$11.9M +12% 141
NFC
7412
Northstar Financial Companies
Pennsylvania
$108M +$11.9M +12% 112
DM
7413
Delphi Management
Massachusetts
$108M +$4.3M +4% 85
DWRES
7414
Divco West Real Estate Services
California
$108M +$12.5M +13% 4
YEPX
7415
Yorktown Energy Partners X
New York
$107M +$52.1M +94% 3
RA
7416
Raffles Associates
New York
$107M +$11.4M +12% 55
NCTC
7417
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 88
NVIM
7418
New Vernon Investment Management
Illinois
$107M +$21.2M +25% 42
VWM
7419
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 57
VFO
7420
Virtus Family Office
Texas
$107M +$28.8M +37% 54
RLH
7421
RD Lewis Holdings
Florida
$107M +$7.62M +8% 85
CG
7422
Curat Global
New Hampshire
$107M +$1.83M +2% 297
RC
7423
Rangeley Capital
Connecticut
$107M +$26.8M +34% 147
VCIM
7424
Velan Capital Investment Management
Georgia
$106M +$6.52M +7% 61
PWP
7425
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 29