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
FSWA
2226
Financial Synergies Wealth Advisors
Texas
$713M +$31.3M +5% 544
CA
2227
Crewe Advisors
Utah
$712M +$26.8M +4% 1,032
LF
2228
Lannebo Fonder
Sweden
$712M +$88.7M +14% 33
AIA
2229
Absolute Investment Advisers
Florida
$712M +$34.3M +5% 109
CCA
2230
Column Capital Advisors
Indiana
$711M +$41.1M +6% 856
MFM
2231
MHR Fund Management
New York
$711M -$32M -4% 10
GAB
2232
German American Bancorp
Indiana
$711M +$43.1M +6% 123
FFM
2233
Fairmount Funds Management
Pennsylvania
$709M +$128M +22% 20
MW
2234
MBL Wealth
North Carolina
$708M +$69.1M +11% 186
RFM
2235
Royal Fund Management
Florida
$708M +$44M +7% 230
WCF
2236
West Coast Financial
California
$707M +$53.5M +8% 154
WP
2237
WealthPLAN Partners
Nebraska
$707M -$172M -20% 1,431
CIG
2238
Capricorn Investment Group
California
$707M +$242M +52% 9
FBCM
2239
Fort Baker Capital Management
California
$707M +$243M +52% 114
WCWM
2240
Willow Creek Wealth Management
California
$706M +$57.6M +9% 146
VCP
2241
Verus Capital Partners
Arizona
$706M +$66.6M +10% 315
HWA
2242
Heartwood Wealth Advisors
Virginia
$705M +$34M +5% 149
FC
2243
FORA Capital
Florida
$704M -$294M -29% 678
LOAMS
2244
Lombard Odier Asset Management (Switzerland)
Switzerland
$704M -$442M -39% 402
CU
2245
CDAM (UK)
United Kingdom
$704M +$20.9M +3% 11
CC
2246
Cartenna Capital
Connecticut
$703M +$175M +33% 48
SAA
2247
Southeast Asset Advisors
Georgia
$702M +$35.7M +5% 157
VCM
2248
Valiant Capital Management
California
$702M +$127M +22% 29
JA
2249
JLB & Associates
Michigan
$702M +$37.4M +6% 74
BHB
2250
Bank Hapoalim BM
Israel
$702M -$22.4M -3% 165