Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CZI
7501
Chan Zuckerberg Initiative
California
$77.7M -$40.7M -34% 7.67% – 2
OWMIAS
7502
One Wealth Management Investment & Advisory Services
Florida
$77.6M +$17.2M +29% 18.5% – 49
TR
7503
Tepp RIA
New Jersey
$77.5M +$3.84M +5% 9.27% – 31
LCM
7504
LDR Capital Management
New York
$77.3M -$5.58M -7% 1.44% 7.33% 35
BV
7505
Boxwood Ventures
Illinois
$77.3M +$7.22M +10% 13.7% 70% 33
CFO
7506
Capitol Family Office
Oregon
$76.7M +$6.01M +9% 9.72% 48.9% 48
RFL
7507
RD Finance Ltd
Cyprus
$76.5M -$48.2M -39% 7.69% – 31
WAMC
7508
Western Asset Management Company
California
$76.3M +$28.6M +60% 5.77% 3.6% 14
KA
7509
Kore Advisors
Florida
$76.2M -$32.5M -30% 6.84% – 18
VEA
7510
Virtus ETF Advisers
New York
$75.7M -$1.19M -2% 11.9% 79.8% 398
VM
7511
Valinor Management
New York
$75.3M -$14.8M -16% 14.5% – 1
WCAU
7512
Working Capital Advisors (UK)
United Kingdom
$74.9M -$25.7M -26% 14.7% 20.1% 4
GCM
7513
Glaxis Capital Management
Florida
$74.8M +$48.9M +189% 15.8% 82.4% 56
KC
7514
Kepos Capital
New York
$74.6M -$46.1M -38% 8.48% – 53
LFG
7515
Lockerman Financial Group
California
$74.3M +$8.17M +12% 8.55% 56.4% 132
KAM
7516
Kinney Asset Management
Illinois
$74.3M -$1.92M -3% 8.49% – 5
VT
7517
Volterra Technologies
New York
$74M – – 0.85% – 207
HCM
7518
HGI Capital Management
New York
$73.8M -$6.36M -8% 1.56% 26.8% 32
KDIA
7519
KPCB DGF II Associates
California
$73.4M +$9.86M +16% 15.9% 68.6% 3
RTM
7520
Red Tree Management
California
$73.3M -$19.3M -21% 14.4% – 4
YF
7521
Yu Fan
$73.2M -$24.1M -25% 19.5% 62.3% 9
YIM
7522
Yoffe Investment Management
Pennsylvania
$73.1M +$5M +7% 8.44% – 116
YCM
7523
Yost Capital Management
Texas
$72.9M +$7.75M +12% 16.4% 169% 14
WFA
7524
Wells Financial Advisors
Massachusetts
$72.8M +$231K +0.3% 8.21% 44.3% 79
WCPI
7525
Wynnchurch Capital Partners IV
Illinois
$72.6M -$570K -0.8% 0.78% – 1
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