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
CCM
7351
Connective Capital Management
California
$109M +$1.96M +2% 91
AC
7352
Aldebaran Capital
Indiana
$109M +$7.53M +7% 35
FCMV
7353
Foresite Capital Management V
California
$109M +$28M +35% 6
BCM
7354
BML Capital Management
Indiana
$109M -$21.8M -17% 28
Q1WB
7355
Quest 10 Wealth Builders
Virginia
$108M +$5.74M +6% 921
CCMW
7356
Cypress Capital Management (Wyoming)
Wyoming
$108M +$16.3M +18% 190
RF
7357
Roxbury Financial
New Jersey
$108M +$5.65M +6% 375
VPW
7358
Variant Private Wealth
Virginia
$108M +$11.9M +12% 38
SWTS
7359
Stonehaven Wealth & Tax Solutions
Wisconsin
$108M +$5.75M +6% 85
4A
7360
4Wealth Advisors
Illinois
$108M +$11.9M +12% 141
NFC
7361
Northstar Financial Companies
Pennsylvania
$108M +$11.9M +12% 112
DM
7362
Delphi Management
Massachusetts
$108M +$4.3M +4% 85
DWRES
7363
Divco West Real Estate Services
California
$108M +$12.5M +13% 4
YEPX
7364
Yorktown Energy Partners X
New York
$107M +$52.1M +94% 3
RA
7365
Raffles Associates
New York
$107M +$11.4M +12% 55
NCTC
7366
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 88
NVIM
7367
New Vernon Investment Management
Illinois
$107M +$21.2M +25% 42
VWM
7368
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 57
VFO
7369
Virtus Family Office
Texas
$107M +$28.8M +37% 54
RLH
7370
RD Lewis Holdings
Florida
$107M +$7.62M +8% 85
CG
7371
Curat Global
New Hampshire
$107M +$1.83M +2% 297
RC
7372
Rangeley Capital
Connecticut
$107M +$26.8M +34% 147
VCIM
7373
Velan Capital Investment Management
Georgia
$106M +$6.52M +7% 61
PWP
7374
PrairieView Wealth Partners
Illinois
$106M +$10.1M +10% 29
CSIA
7375
Carl Stuart Investment Advisor
Texas
$106M -$89M -46% 19