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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
DM
7551
Delphi Management
Massachusetts
$108M +$4.3M +4% 7.49% 111% 85 10.59%
DWRES
7552
Divco West Real Estate Services
California
$108M +$12.5M +13% 13.8% 22.3% 4 0%
YEPX
7553
Yorktown Energy Partners X
New York
$107M +$52.1M +94% 132% 95.8% 3 0%
RA
7554
Raffles Associates
New York
$107M +$11.4M +12% 17.7% 50% 55 23.64%
NCTC
7555
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 8.05% 88 6.82%
MRP
7556
Measured Risk Portfolios
California
$107M +$3.77M +4% 0.82% 69 17.39%
SHC
7557
SALT Holding Corp
Delaware
$107M +$41.9M +64% 4.74% 18 66.67%
NVIM
7558
New Vernon Investment Management
Illinois
$107M +$21.2M +25% 3.94% 83.1% 42 21.43%
VWM
7559
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 5.42% 57 5.26%
VFO
7560
Virtus Family Office
Texas
$107M +$28.8M +37% 11.2% 48.4% 54 24.07%
MCMC
7561
Matrix Capital Management Company
New Hampshire
$107M -$116M -52% 50.2% 245% 4 25%
RLH
7562
RD Lewis Holdings
Florida
$107M +$7.62M +8% 6.43% 85 8.24%
CG
7563
Curat Global
New Hampshire
$107M +$1.83M +2% 7.37% 297 0.67%
VCIM
7564
Velan Capital Investment Management
Georgia
$106M +$5.23M +5% 105% 2,395% 61 37.7%
PWP
7565
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 5.27% 29 3.45%
CSIA
7566
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 11.2% 84.4% 19 15.79%
ANBOT
7567
American National Bank of Texas
Texas
$106M 5.6% 58
WDOM
7568
Wasserstein Debt Opportunities Management
New York
$106M +$14.5M +16% 15.8% 1 0%
STCOSD
7569
Sageworth Trust Company of South Dakota
South Dakota
$106M +$13.8M +15% 8.84% 71.3% 53 13.21%
KP
7570
Kitching Partners
Pennsylvania
$106M +$7.31M +7% 5.87% 43 27.91%
CF
7571
Conquis Financial
California
$106M +$2.59M +3% 5.87% 57 14.04%
FWWM
7572
Fiscal Wisdom Wealth Management
Connecticut
$106M 26.9% 82
BW
7573
BXM Wealth
Colorado
$106M +$21.4M +25% 11.7% 139 29.5%
2WWM
7574
21 West Wealth Management
California
$105M +$6.28M +6% 4.89% 59 1.69%
SGFG
7575
Silver Grove Financial Group
New York
$105M 8.15% 113