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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)
Financial Advisors Network
2901
Financial Advisors Network
California
$724M -$5.3M -0.7% 0.89% – 228 24.56% 3.6
Klaas Financial Asset Advisors
2902
Klaas Financial Asset Advisors
Illinois
$724M +$34.8M +5% 1.11% 39.5% 63 17.46% 2.8
TFHU
2903
TLT Family Holdco ULC
$724M -$187M -21% 18.3% – 8 0% 0.8
Avalon Global Asset Management
2904
Avalon Global Asset Management
California
$724M +$105M +17% 2.5% 278% 54 50% 3.6
FengHe Fund Management
2905
FengHe Fund Management
Singapore
$724M -$1.05B -59% 21.2% 779% 48 56.25% 0.5
VCM
2906
Vivaldi Capital Management
Illinois
$723M -$11.9M -2% 1.1% 69.2% 303 12.54% 3.6
Financial Solutions Advisory Group
2907
Financial Solutions Advisory Group
Illinois
$723M – – 1.7% – 174 – 0
Pasadena Private Wealth
2908
Pasadena Private Wealth
California
$723M -$12.2M -2% 0.73% 53% 305 19.67% 1.8
Unique Wealth
2909
Unique Wealth
Florida
$723M +$7M +1% 1.86% 68.5% 216 30.09% 1.4
Apollon Financial
2910
Apollon Financial
South Carolina
$723M +$34.3M +5% 2.04% 103% 275 12.73% 1.5
Zevin Asset Management
2911
Zevin Asset Management
Massachusetts
$723M -$22.8M -3% 3.11% 71.7% 101 11.88% 5
Zweig-DiMenna Associates
2912
Zweig-DiMenna Associates
New York
$722M -$889M -55% 5.97% 561% 120 60.83% 1.8
Mechanics Bank - Trust Department
2913
Mechanics Bank - Trust Department
California
$722M -$41.4M -5% 1.24% 76.8% 210 8.57% 6.9
FCPM III Services
2914
FCPM III Services
Netherlands
$722M -$40.7M -5% 0.37% – 11 18.18% 1.4
White Lighthouse Investment Management
2915
White Lighthouse Investment Management
Massachusetts
$721M +$4.41M +0.6% 1.32% 62% 154 8.44% 5.3
Financial Advisory Corporation
2916
Financial Advisory Corporation
Michigan
$720M +$32.2M +5% 0.56% – 54 11.11% 1
Fagan Associates
2917
Fagan Associates
New York
$719M -$30.8M -4% 3.1% 127% 143 11.89% 4.9
Ellevest Inc
2918
Ellevest Inc
New York
$719M -$4.07M -0.6% 0.1% 73.8% 467 16.92% 3.4
Summit Asset Management
2919
Summit Asset Management
Tennessee
$719M +$12.1M +2% 0.2% 53.4% 178 7.3% 6.5
Physician Wealth Advisors
2920
Physician Wealth Advisors
Utah
$719M -$128K -0% 1.73% 79.9% 2,264 19.57% 1.1
Kadensa Capital
2921
Kadensa Capital
Hong Kong
$718M -$245M -25% 3.32% 191% 53 45.28% 0.6
Tobias Financial Advisors
2922
Tobias Financial Advisors
Florida
$718M +$10.4M +1% 0.39% 44.5% 157 15.92% 2.5
Werba Rubin Papier Wealth Management
2923
Werba Rubin Papier Wealth Management
California
$718M +$349M +95% 0.68% 67% 300 30% 1.4
LM Advisors
2924
LM Advisors
California
$718M -$14M -2% 5.01% – 224 11.61% 1.7
Sycomore Asset Management
2925
Sycomore Asset Management
France
$718M +$113M +19% 9.87% 163% 75 16% 2.4