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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
CWA
4826
Centennial Wealth Advisory
Michigan
$186M -$5.65M -3% 2.58% 57.6% 143 13.99%
FFA
4827
Fi3 Financial Advisors
Indiana
$186M -$5.15M -3% 4.27% 83.1% 79 20.25%
BF
4828
Brooklyn FI
New York
$186M +$2.44M +1% 3.86% 54.7% 50 20%
UID
4829
Union Investments & Development
Israel
$186M -$16.6M -8% 2.07% 17% 50 8%
DP
4830
Divergent Planning
Maryland
$186M -$5.23M -3% 3.45% 43.3% 27 14.81%
KXA
4831
KPCB XIII Associates
California
$186M -$38M -17% 14.9% 3 0%
LCC
4832
Lincoln Capital Corp
Rhode Island
$186M -$9.45M -5% 3.28% 73.9% 81 18.52%
SST
4833
S Squared Technology
New York
$185M -$16.7M -8% 11% 223% 40 25%
AG
4834
Arctis Global
Puerto Rico
$185M -$79.4M -30% 11.1% 69.5% 18 61.11%
BC
4835
Belmont Capital
California
$185M +$7.04M +4% 2.69% 182% 198 25.76%
ETH
4836
Exos TFP Holdings
New York
$185M -$17.6M -9% 2.21% 282 33.33%
BIP
4837
Bouvel Investment Partners
Pennsylvania
$185M +$2.36M +1% 4.13% 187% 82 18.29%
WFG
4838
Wills Financial Group
Virginia
$185M -$12.3M -6% 5.26% 57.5% 68 10.29%
FFAM
4839
Forge First Asset Management
Canada
$185M -$14.1M -7% 0.71% 112% 45 37.78%
UC
4840
Unio Capital
New Jersey
$185M -$11.4M -6% 1.88% 97.8% 44 15.91%
GC
4841
Greencape Capital
Australia
$185M -$24.6M -12% 3.06% 98.1% 3 0%
DR
4842
Davis Rea
Ontario, Canada
$184M +$6.3M +4% 3.63% 45.7% 43 16.28%
IPW
4843
IronBridge Private Wealth
Texas
$184M +$6.5M +4% 0.02% 122% 43 32.56%
ACM
4844
Ategra Capital Management
Virginia
$184M -$1.77M -1% 2.44% 114% 100 17%
JCM
4845
Jacobsen Capital Management
Utah
$184M -$9.58M -5% 3.74% 86.7% 78 15.38%
CZI
4846
Chan Zuckerberg Initiative
California
$184M +$74M +67% 5.75% 59% 3 33.33%
ZCM
4847
Zenyatta Capital Management
Delaware
$184M +$26.9M +17% 2.23% 41 56.1%
KWM
4848
KFG Wealth Management
Indiana
$184M +$13.1M +8% 2.71% 50.4% 133 15.79%
RCP
4849
Reverence Capital Partners
New York
$184M -$32.7M -15% 0.65% 5.38% 2 0%
CI
4850
Ceera Investments
Texas
$184M +$10.8M +6% 0.71% 47.9% 83 13.25%