We are live on ! Find out more

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)
CCM
7551
Connective Capital Management
California
$109M +$1.96M +2% 9.7% 188% 91 64.84% 0.6
AC
7552
Aldebaran Capital
Indiana
$109M +$7.53M +7% 10.9% 80.4% 35 8.57% 2.2
FCMV
7553
Foresite Capital Management V
California
$109M +$28M +35% 42.1% 401% 6 0% 2.2
Q1WB
7554
Quest 10 Wealth Builders
Virginia
$108M +$5.74M +6% 7% – 921 19.87% 0.6
CCMW
7555
Cypress Capital Management (Wyoming)
Wyoming
$108M +$16.3M +18% 41.2% 161% 190 14.74% 4
RF
7556
Roxbury Financial
New Jersey
$108M +$5.65M +6% 7.17% – 375 5.6% 0.7
VPW
7557
Variant Private Wealth
Virginia
$108M +$11.9M +12% 13.4% – 38 2.63% 0.7
SWTS
7558
Stonehaven Wealth & Tax Solutions
Wisconsin
$108M +$5.75M +6% 5.71% – 85 11.76% 0.6
NFC
7559
Northstar Financial Companies
Pennsylvania
$108M +$11.9M +12% 8.32% – 112 21.43% 0.6
DM
7560
Delphi Management
Massachusetts
$108M +$4.3M +4% 7.49% 111% 85 10.59% 3.5
DWRES
7561
Divco West Real Estate Services
California
$108M +$12.5M +13% 13.8% 22.3% 4 0% 2.8
YEPX
7562
Yorktown Energy Partners X
New York
$107M +$52.1M +94% 132% 95.9% 3 0% 4.9
RA
7563
Raffles Associates
New York
$107M +$11.4M +12% 17.7% 50% 55 23.64% 2.9
NCTC
7564
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 8.05% – 88 6.82% 1.3
MRP
7565
Measured Risk Portfolios
California
$107M +$3.77M +4% 0.82% – 69 17.39% 0.6
SHC
7566
SALT Holding Corp
Delaware
$107M +$41.9M +64% 4.74% – 18 66.67% 0.2
NVIM
7567
New Vernon Investment Management
Illinois
$107M +$21.2M +25% 3.94% 83.1% 42 21.43% 4
VWM
7568
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 5.42% – 57 5.26% 0.7
VFO
7569
Virtus Family Office
Texas
$107M +$28.8M +37% 11.2% 48.4% 54 24.07% 1.4
MCMC
7570
Matrix Capital Management Company
New Hampshire
$107M -$116M -52% 50.2% 245% 4 25% 3.2
RLH
7571
RD Lewis Holdings
Florida
$107M +$7.62M +8% 6.43% – 85 8.24% 0.7
CG
7572
Curat Global
New Hampshire
$107M +$1.83M +2% 7.37% – 297 0.67% 0.5
VCIM
7573
Velan Capital Investment Management
Georgia
$106M +$5.23M +5% 105% 2,395% 61 37.7% 0.7
PWP
7574
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 5.27% – 29 3.45% 1
CSIA
7575
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 11.2% 84.4% 19 15.79% 2.2