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
NSEDCP
2201
NJ State Employees Deferred Compensation Plan
New Jersey
$614M -$126M -17% 501
FSWA
2202
Financial Synergies Wealth Advisors
Texas
$614M -$21.3M -3% 495
LWM
2203
Lyell Wealth Management
California
$613M -$164M -21% 203
FBCM
2204
Fort Baker Capital Management
California
$613M -$43.5M -7% 127
MCM
2205
Makena Capital Management
California
$613M -$211M -26% 48
MGCM
2206
Mane Global Capital Management
New York
$613M +$79M +15% 43
SJIC
2207
St. James Investment Company
Texas
$612M -$43.5M -7% 29
RCIM
2208
Red Cedar Investment Management
Michigan
$611M -$106M -15% 96
SG
2209
StoneX Group
New York
$611M -$447M -42% 790
HT
2210
Heritage Trust
Oklahoma
$611M -$96.8M -14% 261
BFG
2211
Barber Financial Group
Kansas
$611M -$141M -19% 185
LC
2212
Linse Capital
Puerto Rico
$611M -$421M -41% 2
ACP
2213
Aveo Capital Partners
Colorado
$610M +$43.1M +8% 310
CFD
2214
Creative Financial Designs
Indiana
$609M -$48M -7% 1,416
PIP
2215
Permian Investment Partners
Texas
$609M -$203M -25% 19
HWA
2216
Heartwood Wealth Advisors
Virginia
$608M -$63.9M -10% 132
SSWM
2217
Sheets Smith Wealth Management
North Carolina
$608M -$118M -16% 360
MC
2218
MIG Capital
California
$608M -$368M -38% 29
JCM
2219
JS Capital Management
New York
$606M -$679M -53% 28
BAM
2220
Blueshift Asset Management
New Jersey
$606M -$492M -45% 1,098
BFM
2221
Blacksheep Fund Management
Ireland
$606M -$41.1M -6% 7
CA
2222
Cortland Associates
Missouri
$605M -$180M -23% 63
LC
2223
Lindbrook Capital
California
$605M -$43.1M -7% 2,935
BMC
2224
Battery Management Corp
Massachusetts
$603M -$53.4M -8% 9
BMM
2225
Berkshire Money Management
Massachusetts
$602M -$94.2M -14% 50