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
MP
5276
MVM Partners
Massachusetts
$172M +$12.3M +8% 3
SCM
5277
Sitrin Capital Management
California
$172M +$11.4M +7% 43
KCFA
5278
Key Client Fiduciary Advisors
New Jersey
$172M +$8.68M +5% 176
CC
5279
Codex Capital
New York
$171M +$16.5M +11% 37
PL
5280
Polianta Ltd
Jersey
$171M -$31.3M -15% 96
SW
5281
StrongBox Wealth
Missouri
$171M +$14.3M +9% 84
VU
5282
Valence8 US
Massachusetts
$171M +$13.2M +8% 15
KFO
5283
Kopp Family Office
Minnesota
$171M +$13.2M +8% 21
COA
5284
Crown Oak Advisors
California
$171M 21
CC
5285
Cowbird Capital
New York
$171M -$20M -10% 13
DI
5286
Disciplined Investments
Oklahoma
$171M +$6.31M +4% 115
DFG
5287
Delphi Financial Group
Delaware
$171M -$36.2M -18% 23
CCC
5288
Cincinnati Casualty Company
Ohio
$171M +$13.9M +9% 26
FBC
5289
Fairfield, Bush & Co
Connecticut
$171M +$17.5M +11% 532
IAG
5290
Investmark Advisory Group
Connecticut
$171M +$22.9M +16% 120
SPWM
5291
Straight Path Wealth Management
Michigan
$170M +$23M +16% 98
HCM
5292
Hall Capital Management
Rhode Island
$170M +$14.4M +9% 95
UAM
5293
Unison Asset Management
Florida
$170M +$18.3M +12% 35
SOAG
5294
Silver Oak Advisory Group
Oregon
$170M +$15.9M +10% 63
PBO
5295
Peoples Bank (Ohio)
Ohio
$170M +$17M +11% 123
CWMU
5296
Caliber Wealth Management (Utah)
Utah
$170M +$21.5M +14% 57
OCM
5297
Orion Capital Management
California
$170M +$16.5M +11% 525
BCA
5298
Ballentine Capital Advisors
South Carolina
$170M 30
PFA
5299
Pinnacle Family Advisors
Missouri
$170M -$4.41M -3% 101
CVA
5300
Central Valley Advisors
California
$170M 142