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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
CZI
7176
Chan Zuckerberg Initiative
California
$149M +$55.4M +59% 3.15% 59% 3 33.33%
CI
7177
CPR Investments
Michigan
$149M +$3.73M +3% 1.59% 79.3% 54 18.52%
LAIC
7178
Lederer & Associates Investment Counsel
California
$149M -$5.07M -3% 2.37% 75.5% 87 6.9%
AFM
7179
Aspetuck Financial Management
Connecticut
$149M +$2.92M +2% 2.71% 74 4.05%
DRC
7180
Darwins River Capital
New York
$149M 0.82% 24
LI
7181
Latash Investments
Alaska
$149M +$11.6M +8% 11.3% 110% 19 15.79%
ACM
7182
Anabranch Capital Management
Connecticut
$149M -$10.1M -6% 3.76% 139% 6 16.67%
SMAM
7183
Sugar Maple Asset Management
Wisconsin
$149M +$8.94M +6% 3.54% 94 25.53%
ACA
7184
Adirondack Capital Advisors
New York
$149M 2.1% 42
MVA
7185
Mount Vernon Associates
Maryland
$149M +$5.43M +4% 3.59% 119% 60 8.33%
FFWM
7186
Future Financial Wealth Management
Ohio
$149M -$10.2M -6% 2.24% 59.5% 465 73.33%
RWM
7187
Refined Wealth Management
Utah
$149M -$7.06M -5% 5.62% 76.8% 44 20.45%
TGV
7188
TRV GP VI
Massachusetts
$149M +$38.9M +35% 38.6% 3 0%
PWM
7189
Pinnacle Wealth Management
California
$148M +$315K +0.2% 0.26% 194% 42 19.05%
AIA
7190
Accelerate Investment Advisors
California
$148M +$1.43M +1% 1.86% 128 11.72%
SRS
7191
Strong Retirement Solutions
Washington
$148M 1.43% 84
SHF
7192
Stage Harbor Financial
Massachusetts
$148M +$11.7M +9% 2.1% 60 5%
EAM
7193
Eschler Asset Management
United Kingdom
$148M +$13.5M +10% 13.3% 274% 90 63.33%
FFA
7194
Fortune Financial Advisors
Kansas
$148M +$15.4M +12% 0.43% 76.8% 101 8.91%
TLM
7195
Twin Lions Management
Connecticut
$148M -$3.76M -2% 1.13% 8 0%
AV
7196
Alamea Verwaltungs
New Jersey
$148M +$1.82M +1% 10.1% 122 43.44%
BFG
7197
Beto Financial Group
Idaho
$148M 2.8% 133
ZC
7198
Zeit Capital
Colorado
$148M +$1.01M +0.7% 1.73% 51.6% 27 0%
BCM
7199
BluePath Capital Management
Georgia
$148M +$11.4M +8% 1.22% 101% 108 28.7%
HTWM
7200
Hartmann Taylor Wealth Management
Texas
$148M +$8.85M +6% 1.62% 54 7.41%