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
LRWM
7376
Lord & Richards Wealth Management
Colorado
$109M +$13.5M +14% 55
CPA
7377
Compass Planning Associates
Massachusetts
$109M +$96.5K +0.1% 124
CCM
7378
Connective Capital Management
California
$109M +$1.96M +2% 91
AC
7379
Aldebaran Capital
Indiana
$109M +$7.53M +7% 35
FCMV
7380
Foresite Capital Management V
California
$109M +$28M +35% 6
BCM
7381
BML Capital Management
Indiana
$109M -$21.8M -17% 28
Q1WB
7382
Quest 10 Wealth Builders
Virginia
$108M +$5.74M +6% 921
CCMW
7383
Cypress Capital Management (Wyoming)
Wyoming
$108M +$16.3M +18% 190
RF
7384
Roxbury Financial
New Jersey
$108M +$5.65M +6% 375
VPW
7385
Variant Private Wealth
Virginia
$108M +$11.9M +12% 38
SWTS
7386
Stonehaven Wealth & Tax Solutions
Wisconsin
$108M +$5.75M +6% 85
4A
7387
4Wealth Advisors
Illinois
$108M +$11.9M +12% 141
NFC
7388
Northstar Financial Companies
Pennsylvania
$108M +$11.9M +12% 112
DM
7389
Delphi Management
Massachusetts
$108M +$4.3M +4% 85
DWRES
7390
Divco West Real Estate Services
California
$108M +$12.5M +13% 4
YEPX
7391
Yorktown Energy Partners X
New York
$107M +$52.1M +94% 3
RA
7392
Raffles Associates
New York
$107M +$11.4M +12% 55
NCTC
7393
New Covenant Trust Company
Indiana
$107M -$4.52M -4% 88
NVIM
7394
New Vernon Investment Management
Illinois
$107M +$21.2M +25% 42
VWM
7395
Verus Wealth Management
Wisconsin
$107M +$7.69M +8% 57
VFO
7396
Virtus Family Office
Texas
$107M +$28.8M +37% 54
RLH
7397
RD Lewis Holdings
Florida
$107M +$7.62M +8% 85
CG
7398
Curat Global
New Hampshire
$107M +$1.83M +2% 297
RC
7399
Rangeley Capital
Connecticut
$107M +$26.8M +34% 147
VCIM
7400
Velan Capital Investment Management
Georgia
$106M +$6.52M +7% 61