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
CCMW
7351
Cypress Capital Management (Wyoming)
Wyoming
$108M +$16.3M +18% 190
RF
7352
Roxbury Financial
New Jersey
$108M +$5.65M +6% 375
VPW
7353
Variant Private Wealth
Virginia
$108M +$11.9M +12% 38
SWTS
7354
Stonehaven Wealth & Tax Solutions
Wisconsin
$108M +$5.75M +6% 85
4A
7355
4Wealth Advisors
Illinois
$108M +$11.9M +12% 141
NFC
7356
Northstar Financial Companies
Pennsylvania
$108M +$11.9M +12% 112
DM
7357
Delphi Management
Massachusetts
$108M +$4.3M +4% 85
DWRES
7358
Divco West Real Estate Services
California
$108M +$12.5M +13% 4
YEPX
7359
Yorktown Energy Partners X
New York
$107M +$52.1M +94% 3
RA
7360
Raffles Associates
New York
$107M +$11.4M +12% 55
NCTC
7361
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 88
NVIM
7362
New Vernon Investment Management
Illinois
$107M +$21.2M +25% 42
VWM
7363
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 57
VFO
7364
Virtus Family Office
Texas
$107M +$28.8M +37% 54
RLH
7365
RD Lewis Holdings
Florida
$107M +$7.62M +8% 85
CG
7366
Curat Global
New Hampshire
$107M +$1.83M +2% 297
RC
7367
Rangeley Capital
Connecticut
$107M +$26.8M +34% 147
VCIM
7368
Velan Capital Investment Management
Georgia
$106M +$6.52M +7% 61
PWP
7369
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 29
CSIA
7370
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 19
ANBOT
7371
American National Bank of Texas
Texas
$106M 58
WDOM
7372
Wasserstein Debt Opportunities Management
New York
$106M +$14.5M +16% 1
STCOSD
7373
Sageworth Trust Company of South Dakota
South Dakota
$106M +$13.8M +15% 53
KP
7374
Kitching Partners
Pennsylvania
$106M +$7.31M +7% 43
SPW
7375
Surience Private Wealth
Washington
$106M -$828K -0.8% 44