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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)
Chan Zuckerberg Initiative
6226
Chan Zuckerberg Initiative
California
$110M -$200M -64% 1.81% 59% 6 66.67% 0.3
Vanguard Capital Wealth Advisors
6227
Vanguard Capital Wealth Advisors
Colorado
$110M +$9.8M +10% 11.4% 234% 150 24% 2.4
Unconventional Investor
6228
Unconventional Investor
New Hampshire
$110M +$5.41M +5% 5.73% 62.7% 34 8.82% 1.3
Kellett Wealth Advisors
6229
Kellett Wealth Advisors
Ohio
$110M +$6.11M +6% 3.63% 76.3% 63 20.63% 1.1
Verum Partners
6230
Verum Partners
North Carolina
$110M +$16.4M +18% 4.63% 57.7% 108 43.52% 0.3
A
6231
Atomvest
Hong Kong
$110M -$2.37M -2% 22.6% 90% 5 40% 1.4
Mass General Brigham
6232
Mass General Brigham
Massachusetts
$110M -$18.4M -14% 8.17% – 9 55.56% 1.2
Terra Nova Asset Management
6233
Terra Nova Asset Management
New York
$110M +$7.85M +8% 8.85% 172% 87 8.05% 2.7
Hiddenite Capital Partners
6234
Hiddenite Capital Partners
New York
$110M -$25.8M -19% 6.22% 523% 55 61.82% 0.6
Advanced Portfolio Management
6235
Advanced Portfolio Management
New York
$110M +$9.37M +9% 1.73% 19.8% 119 87.39% 0.1
MY Wealth Management
6236
MY Wealth Management
Maryland
$110M +$9.8M +10% 3.82% 41.2% 29 6.9% 1.1
RCA
6237
Reitz Capital Advisors
Michigan
$110M +$1.19M +1% 3.7% 11% 53 13.21% 2.3
RF&L Wealth Management
6238
RF&L Wealth Management
Massachusetts
$110M +$6.41M +6% 7% 73.8% 52 3.85% 0.5
GWMI
6239
Guardian Wealth Management (Illinois)
Illinois
$110M +$5.71M +5% 4.04% 103% 248 10.08% 1.3
Autonomy Capital (Jersey)
6240
Autonomy Capital (Jersey)
Jersey
$110M +$39.3M +56% 22.3% 33.4% 15 26.67% 1.2
Totem Point Management
6241
Totem Point Management
New York
$109M +$5.71M +5% 12.9% 577% 19 36.84% 0.8
Unionview LLC
6242
Unionview LLC
Washington
$109M +$2.87M +3% 6.43% 21.2% 88 12.5% 1.2
LFGH
6243
Lee Financial Group Hawaii
Hawaii
$109M +$12.3M +13% 3.37% 12.9% 37 35.14% 1.5
Global Assets Advisory
6244
Global Assets Advisory
Florida
$109M +$11.3M +12% 6.05% 85.9% 133 24.81% 0.6
CIG
6245
Cascade Investment Group
Colorado
$109M +$7.93M +8% 7.16% 93.2% 128 9.38% 0.5
Martin Capital Advisors
6246
Martin Capital Advisors
Texas
$109M +$12.4M +13% 13% 140% 65 7.69% 1.3
Cottonwood Capital Advisors
6247
Cottonwood Capital Advisors
Utah
$109M +$579K +0.5% 5.18% 79% 100 11% 1.3
Endowment Wealth Management
6248
Endowment Wealth Management
Wisconsin
$109M +$9.6M +10% 6.25% 66.3% 141 9.22% 1.1
Pring Turner Capital Group
6249
Pring Turner Capital Group
California
$109M +$8.37M +8% 5.35% 70.8% 63 7.94% 3.8
Fischer Investment Strategies
6250
Fischer Investment Strategies
California
$109M – – 2.53% 81% 31 – 0