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
PAS
2751
Professional Advisory Services
Florida
$724M -$47.2M -6% 82
FAN
2752
Financial Advisors Network
California
$724M -$5.3M -0.7% 228
KFAA
2753
Klaas Financial Asset Advisors
Illinois
$724M +$34.8M +5% 63
TFHU
2754
TLT Family Holdco ULC
$724M -$187M -21% 8
VCM
2755
Vivaldi Capital Management
Illinois
$723M -$12.2M -2% 294
UW
2756
Unique Wealth
Florida
$723M +$7M +1% 216
AF
2757
Apollon Financial
South Carolina
$723M +$34.3M +5% 275
ZAM
2758
Zevin Asset Management
Massachusetts
$723M -$22.8M -3% 101
CG
2759
Castellan Group
Kentucky
$723M -$70.1M -9% 59
MBTD
2760
Mechanics Bank - Trust Department
California
$722M -$41.4M -5% 210
FIS
2761
FCPM III Services
Netherlands
$722M -$40.7M -5% 11
PPW
2762
Pasadena Private Wealth
California
$721M -$11M -2% 268
WLIM
2763
White Lighthouse Investment Management
Massachusetts
$721M +$4.41M +0.6% 154
FAC
2764
Financial Advisory Corporation
Michigan
$720M +$32.2M +5% 54
FA
2765
Fagan Associates
New York
$719M -$30.8M -4% 143
EI
2766
Ellevest Inc
New York
$719M -$4.07M -0.6% 467
SAM
2767
Summit Asset Management
Tennessee
$719M +$12.1M +2% 178
PWA
2768
Physician Wealth Advisors
Utah
$719M -$128K -0% 2,264
KC
2769
Kadensa Capital
Hong Kong
$718M -$245M -25% 53
TFA
2770
Tobias Financial Advisors
Florida
$718M +$10.4M +1% 157
WRPWM
2771
Werba Rubin Papier Wealth Management
California
$718M +$349M +95% 300
SAM
2772
Sycomore Asset Management
France
$718M +$113M +19% 75
HIM
2773
Herald Investment Management
United Kingdom
$718M -$47.9M -6% 100
LOPW
2774
Live Oak Private Wealth
North Carolina
$717M -$16.9M -2% 210
NI
2775
Nuance Investments
Missouri
$717M -$190M -21% 53