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
CVV
6501
Curative Ventures V
Texas
$128M +$108M +554% 1
LF
6502
LifeSteps Financial
California
$128M +$6.67M +6% 88
RFN
6503
Redwood Financial Network
Ohio
$128M +$8.74M +7% 154
BVC
6504
Bright Valley Capital
Hong Kong
$128M +$39.1M +44% 14
KAM
6505
Kraft Asset Management
Tennessee
$128M +$8.76M +7% 48
CSC
6506
Cove Street Capital
California
$128M -$11.5M -8% 120
GRA
6507
Golden Road Advisors
Florida
$128M +$6.42M +5% 38
BRIA
6508
Balanced Rock Investment Advisors
Massachusetts
$128M +$8.62M +7% 91
TFP
6509
Traction Financial Partners
Wyoming
$127M -$9.92M -7% 57
APW
6510
Aurora Private Wealth
New Jersey
$127M +$13.2M +12% 156
OC
6511
OxenFree Capital
Florida
$127M +$12.9M +11% 41
EG
6512
Ellerson Group
Maryland
$127M -$4.08M -3% 50
GAA
6513
Green Alpha Advisors
Colorado
$127M +$2.87M +2% 145
VIA
6514
Virtus Investment Advisers
Connecticut
$127M +$8.91M +8% 405
HFAS
6515
Hummer Financial Advisory Services
Illinois
$127M +$11.4M +10% 112
PIM
6516
Profit Investment Management
Maryland
$127M -$32.7M -20% 86
SPWG
6517
Sage Private Wealth Group
Illinois
$127M +$8.18M +7% 93
SR
6518
Summer Road
Florida
$127M +$23.6M +23% 32
SA
6519
Sage Advisors
Colorado
$127M +$3.94M +3% 27
MC
6520
Muzinich & Co
New York
$127M +$1.98M +2% 57
MWA
6521
Merkkuri Wealth Advisors
New York
$127M +$18M +17% 83
LWM
6522
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 82
DCM
6523
Davis Capital Management
Florida
$126M +$11.3M +10% 348
APS
6524
American Planning Services
Florida
$126M -$15.7M -11% 54
IA
6525
IFS Advisors
Kansas
$126M +$7.71M +6% 159