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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 Avg Holding
Period (Yrs)
Fluent Financial
4826
Fluent Financial
Texas
$186M +$31.9M +21% 4.02% 46.9% 87 17.24% 1.4
Santori & Peters Inc
4827
Santori & Peters Inc
Pennsylvania
$186M -$13.4M -7% 3.73% 103% 58 8.62% 3.3
Centennial Wealth Advisory
4828
Centennial Wealth Advisory
Michigan
$186M -$5.65M -3% 2.58% 63% 143 13.99% 1.3
Fi3 Financial Advisors
4829
Fi3 Financial Advisors
Indiana
$186M -$5.15M -3% 4.27% 83.1% 79 20.25% 1.5
Brooklyn FI
4830
Brooklyn FI
New York
$186M +$2.44M +1% 3.86% 54.7% 50 20% 1.2
UID
4831
Union Investments & Development
Israel
$186M -$16.6M -8% 2.07% 17% 50 8% 1.3
Divergent Planning
4832
Divergent Planning
Maryland
$186M -$5.23M -3% 3.45% 43.3% 27 14.81% 1.6
KPCB XIII Associates
4833
KPCB XIII Associates
California
$186M -$38M -17% 14.9% – 3 0% 2
Lincoln Capital Corp
4834
Lincoln Capital Corp
Rhode Island
$186M -$9.45M -5% 3.28% 82% 81 18.52% 2.6
SST
4835
S Squared Technology
New York
$185M -$16.7M -8% 11% 223% 40 25% 2.7
Arctis Global
4836
Arctis Global
Puerto Rico
$185M -$79.4M -30% 11.1% 69.5% 18 61.11% 0.5
BC
4837
Belmont Capital
California
$185M +$7.04M +4% 2.69% 182% 198 25.76% 1.4
ETH
4838
Exos TFP Holdings
New York
$185M -$17.6M -9% 2.21% – 282 33.33% 0.6
Bouvel Investment Partners
4839
Bouvel Investment Partners
Pennsylvania
$185M +$2.36M +1% 4.13% 199% 82 18.29% 1.9
Wills Financial Group
4840
Wills Financial Group
Virginia
$185M -$12.3M -6% 5.26% 57.5% 68 10.29% 4.6
Forge First Asset Management
4841
Forge First Asset Management
Canada
$185M -$14.1M -7% 0.71% 112% 45 37.78% 0.4
Unio Capital
4842
Unio Capital
New Jersey
$185M -$11.4M -6% 1.88% 97.8% 44 15.91% 3.5
Greencape Capital
4843
Greencape Capital
Australia
$185M -$24.6M -12% 3.06% 98.1% 3 0% 2.6
Davis Rea
4844
Davis Rea
Ontario, Canada
$184M +$6.3M +4% 3.63% 66.9% 43 16.28% 5.7
IronBridge Private Wealth
4845
IronBridge Private Wealth
Texas
$184M +$6.5M +4% 0.02% 122% 43 32.56% 1
Ategra Capital Management
4846
Ategra Capital Management
Virginia
$184M -$1.77M -1% 2.44% 114% 100 17% 2.7
Jacobsen Capital Management
4847
Jacobsen Capital Management
Utah
$184M -$9.6M -5% 3.74% 97.3% 78 15.38% 2
Chan Zuckerberg Initiative
4848
Chan Zuckerberg Initiative
California
$184M +$74M +67% 5.75% 59% 3 33.33% 0.4
ZCM
4849
Zenyatta Capital Management
Delaware
$184M +$26.9M +17% 2.23% – 41 56.1% 0.5
KFG Wealth Management
4850
KFG Wealth Management
Indiana
$184M +$13.1M +8% 2.71% 55.9% 133 15.79% 0.5