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
AB
2201
Aozora Bank
Japan
$616M +$287M +87% 4
PAM
2202
Private Asset Management
California
$616M -$122M -17% 148
HBT
2203
Hills Bank & Trust
Iowa
$615M -$86.6M -12% 267
VCP
2204
Vista Capital Partners
Oregon
$614M -$158M -20% 98
NSEDCP
2205
NJ State Employees Deferred Compensation Plan
New Jersey
$614M -$126M -17% 501
FSWA
2206
Financial Synergies Wealth Advisors
Texas
$614M -$21.3M -3% 495
LWM
2207
Lyell Wealth Management
California
$613M -$164M -21% 203
FBCM
2208
Fort Baker Capital Management
California
$613M -$43.5M -7% 127
MCM
2209
Makena Capital Management
California
$613M -$211M -26% 48
MGCM
2210
Mane Global Capital Management
New York
$613M +$79M +15% 43
SJIC
2211
St. James Investment Company
Texas
$612M -$43.5M -7% 29
RCIM
2212
Red Cedar Investment Management
Michigan
$611M -$106M -15% 96
SG
2213
StoneX Group
New York
$611M -$447M -42% 790
HT
2214
Heritage Trust
Oklahoma
$611M -$96.8M -14% 261
BFG
2215
Barber Financial Group
Kansas
$611M -$141M -19% 185
LC
2216
Linse Capital
Puerto Rico
$611M -$421M -41% 2
ACP
2217
Aveo Capital Partners
Colorado
$610M +$43.1M +8% 310
CFD
2218
Creative Financial Designs
Indiana
$609M -$48M -7% 1,416
PIP
2219
Permian Investment Partners
Texas
$609M -$203M -25% 19
HWA
2220
Heartwood Wealth Advisors
Virginia
$608M -$63.9M -10% 132
SSWM
2221
Sheets Smith Wealth Management
North Carolina
$608M -$118M -16% 360
MC
2222
MIG Capital
California
$608M -$368M -38% 29
JCM
2223
JS Capital Management
New York
$606M -$679M -53% 28
BAM
2224
Blueshift Asset Management
New Jersey
$606M -$492M -45% 1,098
BFM
2225
Blacksheep Fund Management
Ireland
$606M -$41.1M -6% 7