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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LWM
2201
Lyell Wealth Management
California
$613M -$164M -21% 19.6% 124% 203
FBCM
2202
Fort Baker Capital Management
California
$613M -$43.5M -7% 3.18% 31.3% 127
MCM
2203
Makena Capital Management
California
$613M -$211M -26% 21.6% 84.7% 48
MGCM
2204
Mane Global Capital Management
New York
$613M +$79M +15% 8.99% 392% 43
SJIC
2205
St. James Investment Company
Texas
$612M -$43.5M -7% 10.9% 37.8% 29
RCIM
2206
Red Cedar Investment Management
Michigan
$611M -$106M -15% 13.4% 55.9% 96
SG
2207
StoneX Group
New York
$611M -$447M -42% 12.4% 64.6% 790
HT
2208
Heritage Trust
Oklahoma
$611M -$96.8M -14% 13.3% – 261
BFG
2209
Barber Financial Group
Kansas
$611M -$141M -19% 10.3% 39% 185
LC
2210
Linse Capital
Puerto Rico
$611M -$421M -41% 31.3% – 2
ACP
2211
Aveo Capital Partners
Colorado
$610M +$43.1M +8% 9.81% 19.1% 310
CFD
2212
Creative Financial Designs
Indiana
$609M -$48M -7% 12.3% 40.7% 1,416
PIP
2213
Permian Investment Partners
Texas
$609M -$203M -25% 17.6% 105% 19
HWA
2214
Heartwood Wealth Advisors
Virginia
$608M -$63.9M -10% 11.3% 38.4% 132
SSWM
2215
Sheets Smith Wealth Management
North Carolina
$608M -$118M -16% 10.8% 55.4% 360
MC
2216
MIG Capital
California
$608M -$368M -38% 22.4% 92% 29
JCM
2217
JS Capital Management
New York
$606M -$679M -53% 44.6% 7.61% 28
BAM
2218
Blueshift Asset Management
New Jersey
$606M -$492M -45% 19% 40.2% 1,098
BFM
2219
Blacksheep Fund Management
Ireland
$606M -$41.1M -6% 21.9% 134% 7
CA
2220
Cortland Associates
Missouri
$605M -$180M -23% 11.2% 103% 63
LC
2221
Lindbrook Capital
California
$605M -$43.1M -7% 15.4% 35.8% 2,935
BMC
2222
Battery Management Corp
Massachusetts
$603M -$53.4M -8% 17.4% 8.03% 9
BMM
2223
Berkshire Money Management
Massachusetts
$602M -$94.2M -14% 12.8% 47.8% 50
AC
2224
Abbrea Capital
California
$601M -$113M -16% 12.3% 38% 240
IVAV
2225
Index Venture Associates VI
Jersey
$600M -$377M -39% 39.2% 1,033% 2
87 88
89
90 91