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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)
Data Collective IV
6201
Data Collective IV
California
$143M +$27.4M +24% 24.2% 317% 6 16.67% 1.9
BluePath Capital Management
6202
BluePath Capital Management
Georgia
$143M +$10.1M +8% 2.74% 101% 125 16.8% 0.7
Exane Asset Management
6203
Exane Asset Management
France
$143M +$13M +10% 6.64% 74.5% 21 52.38% 0.5
Carson Advisory
6204
Carson Advisory
Georgia
$143M +$354K +0.2% 1.28% 68.6% 181 12.71% 1.8
Capstone Triton Financial Group
6205
Capstone Triton Financial Group
Oklahoma
$143M +$1.65M +1% 4.9% – 104 12.5% 2.3
PS
6206
Pennant Select
New Jersey
$142M +$9.5M +7% 12.3% – 11 18.18% 0.4
SVB Financial Group
6207
SVB Financial Group
Texas
$142M -$38.9M -21% 15% – 13 15.38% 1.2
Sard Wealth Management Group
6208
Sard Wealth Management Group
Georgia
$142M +$31.8M +29% 0.13% 51.3% 49 24.49% 0.4
JCFM
6209
JBR Co Financial Management
Oklahoma
$142M +$17.1M +14% 8.49% 126% 106 13.21% 0.4
Echo45 Advisors
6210
Echo45 Advisors
California
$142M +$3.37M +2% 1.14% 53.6% 53 22.64% 1.8
Moneda SA Administradora General de Fondos
6211
Moneda SA Administradora General de Fondos
Chile
$142M -$35.8M -20% 3.32% 34.5% 26 3.85% 2.7
APS
6212
American Planning Services
Florida
$142M +$3.65M +3% 4.08% 23.8% 54 12.96% 1.1
FA
6213
FF Advisors
California
$142M -$2.54M -2% 1.28% 59.7% 92 10.87% 0.5
Wheelhouse Advisory Group
6214
Wheelhouse Advisory Group
Missouri
$142M +$11.8M +9% 3.37% 67.9% 42 16.67% 0.4
Avory & Company
6215
Avory & Company
Florida
$142M -$4.85M -3% 2.89% 74.9% 29 3.45% 2
Rain Capital Management
6216
Rain Capital Management
Oregon
$142M -$7.19M -5% 2.63% 18.2% 97 4.12% 3.2
Unconventional Investor
6217
Unconventional Investor
New Hampshire
$142M +$3.12M +2% 1.76% 62.7% 33 0% 2
Fortis Advisors
6218
Fortis Advisors
Pennsylvania
$142M -$7.44M -5% 0.4% 72.8% 102 6.86% 3.1
Efficient Frontier Advisors
6219
Efficient Frontier Advisors
Connecticut
$142M +$15.6M +12% 1.89% – 16 18.75% 0.4
Capricorn Fund Managers
6220
Capricorn Fund Managers
United Kingdom
$142M -$24.3M -15% 1.37% 169% 64 26.56% 0.9
Meritas Wealth Management
6221
Meritas Wealth Management
California
$142M -$1.86M -1% 0.36% 69.4% 49 4.08% 1.3
Gould Capital
6222
Gould Capital
Washington
$142M -$141K -0.1% 1.05% 60.1% 220 14.09% 2
Long Island Wealth Management
6223
Long Island Wealth Management
New York
$142M +$145K +0.1% 1.27% 58.2% 74 5.41% 0.5
Bright Financial Advisors
6224
Bright Financial Advisors
Michigan
$142M +$7.79M +6% 1.62% – 61 40.98% 0.2
SH
6225
Spear Holdings
United Arab Emirates
$142M -$434M -75% 6.41% – 12 66.67% 0.2