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
KW
5501
Keyvantage Wealth
Pennsylvania
$234M -$4.56M -2% 104
ICVCFIA
5502
IDG China Venture Capital Fund IV Associates
Hong Kong
$233M -$243M -51% 4
TFG
5503
Tull Financial Group
Virginia
$233M +$7.02M +3% 33
MAM
5504
Mainsail Asset Management
Alabama
$233M +$5.42M +2% 123
CWM
5505
CCG Wealth Management
California
$233M +$21.2M +10% 101
OCP
5506
Oakcliff Capital Partners
New York
$233M +$1.56M +0.7% 8
SC
5507
Summa Corp
Texas
$233M +$5.75M +3% 84
RTL
5508
Red Tortoise LLC
Georgia
$233M +$4.96M +2% 634
VAM
5509
Verity Asset Management
North Carolina
$233M -$73.3M -24% 264
PVM
5510
Palogic Value Management
Texas
$233M -$3.2M -1% 184
CCC
5511
Chelsea Counsel Company
California
$233M +$7.65M +3% 245
IRP
5512
Investment Research Partners
Pennsylvania
$233M +$10.5M +5% 242
CP
5513
CPV Partners
Connecticut
$233M +$1.3M +0.6% 4
YWS
5514
Yarger Wealth Strategies
Ohio
$233M +$14.6M +7% 131
ACM
5515
Accent Capital Management
Ohio
$233M -$5.67M -2% 389
SS
5516
Spinecap SAS
France
$233M +$5.46M +2% 15
ICMM
5517
Integrated Capital Management (Michigan)
Michigan
$233M +$5.46M +2% 60
AFO
5518
Aurelius Family Office
New Hampshire
$233M +$7.76M +3% 49
TRIA
5519
Trail Ridge Investment Advisors
Colorado
$233M +$9.51M +4% 108
TBBL
5520
True Blue (BVI) Ltd
$232M +$24.3M +12% 4
WI
5521
WJ Interests
Texas
$232M -$15.2M -6% 25
SIA
5522
Schear Investment Advisers
Ohio
$232M +$7.83M +3% 86
HI
5523
Harper Investing
California
$232M +$22.3M +11% 67
HWA
5524
Hillcrest Wealth Advisors
New Jersey
$232M +$9.89M +4% 55
BOCM
5525
Bontempo Ohly Capital Management
Maryland
$232M +$1.28M +0.6% 31