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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 Avg Holding
Period (Yrs)
S2L
7551
Sparta 24 Ltd
Israel
$109M -$7.33M -6% 0.16% 83.7% 5 20% 0.8
Surience Private Wealth
7552
Surience Private Wealth
Washington
$109M +$2.93M +3% 13.8% 169% 44 65.91% 0.4
CenturyLink Investment Management
7553
CenturyLink Investment Management
Colorado
$109M +$7.9M +8% 7.8% – 1 0% 3.8
BCM
7554
BML Capital Management
Indiana
$109M -$23M -17% 23.2% 349% 28 42.86% 1.3
Lord & Richards Wealth Management
7555
Lord & Richards Wealth Management
Colorado
$109M +$13.5M +14% 3.45% – 55 10.91% 0.6
Compass Planning Associates
7556
Compass Planning Associates
Massachusetts
$109M +$96.5K +0.1% 4.77% – 124 76.61% 0.8
Connective Capital Management
7557
Connective Capital Management
California
$109M +$1.96M +2% 9.7% 188% 91 64.84% 0.6
Aldebaran Capital
7558
Aldebaran Capital
Indiana
$109M +$7.53M +7% 10.9% 80.4% 35 8.57% 2.2
Foresite Capital Management V
7559
Foresite Capital Management V
California
$109M +$28M +35% 42.1% 401% 6 0% 2.2
Quest 10 Wealth Builders
7560
Quest 10 Wealth Builders
Virginia
$108M +$5.74M +6% 7% – 921 19.87% 0.6
Cypress Capital Management (Wyoming)
7561
Cypress Capital Management (Wyoming)
Wyoming
$108M +$16.3M +18% 41.2% 161% 190 14.74% 4
Roxbury Financial
7562
Roxbury Financial
New Jersey
$108M +$5.65M +6% 7.17% – 375 5.6% 0.7
Variant Private Wealth
7563
Variant Private Wealth
Virginia
$108M +$11.9M +12% 13.4% – 38 2.63% 0.7
Stonehaven Wealth & Tax Solutions
7564
Stonehaven Wealth & Tax Solutions
Wisconsin
$108M +$5.75M +6% 5.71% – 85 11.76% 0.6
Northstar Financial Companies
7565
Northstar Financial Companies
Pennsylvania
$108M +$11.9M +12% 8.32% – 112 21.43% 0.6
Delphi Management
7566
Delphi Management
Massachusetts
$108M +$4.3M +4% 7.49% 111% 85 10.59% 3.5
Divco West Real Estate Services
7567
Divco West Real Estate Services
California
$108M +$12.5M +13% 13.8% 22.3% 4 0% 2.8
Yorktown Energy Partners X
7568
Yorktown Energy Partners X
New York
$107M +$52.1M +94% 132% 95.9% 3 0% 4.9
Raffles Associates
7569
Raffles Associates
New York
$107M +$11.4M +12% 17.7% 50% 55 23.64% 2.9
New Covenant Trust Company
7570
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 8.05% – 88 6.82% 1.3
Measured Risk Portfolios
7571
Measured Risk Portfolios
California
$107M +$3.77M +4% 0.82% – 69 17.39% 0.6
SHC
7572
SALT Holding Corp
Delaware
$107M +$41.9M +64% 4.74% – 18 66.67% 0.2
NVIM
7573
New Vernon Investment Management
Illinois
$107M +$21.2M +25% 3.94% 83.1% 42 21.43% 4
Verus Wealth Management
7574
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 5.42% – 57 5.26% 0.7
Virtus Family Office
7575
Virtus Family Office
Texas
$107M +$28.8M +37% 11.2% 60.9% 54 24.07% 1.4