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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 Avg Holding
Period (Yrs)
Tarbox Family Office
2876
Tarbox Family Office
California
$602M -$4.67M -0.8% 1.93% 66.4% 110 5.45% 7.3
Aveo Capital Partners
2877
Aveo Capital Partners
Colorado
$601M -$312M -34% 0.02% 19.1% 353 54.67% 2.7
Callodine Capital Management
2878
Callodine Capital Management
Massachusetts
$601M +$117M +24% 2.95% 53.8% 50 30% 1.6
M Holdings Securities
2879
M Holdings Securities
Oregon
$601M -$19.2M -3% 2.11% 94.1% 153 21.57% 1.9
Insight Wealth Partners
2880
Insight Wealth Partners
Texas
$601M -$129M -18% 0.62% 56.2% 112 18.75% 2.3
SSCM
2881
Summit Street Capital Management
New York
$601M -$37.3M -6% 1.99% 217% 30 0% 6
Strategic Point Investment Advisors
2882
Strategic Point Investment Advisors
Rhode Island
$600M -$13.2M -2% 0.71% 58.2% 35 2.86% 4.3
Kavar Capital Partners Group
2883
Kavar Capital Partners Group
Kansas
$600M +$8.26M +1% 0.41% 86.8% 190 14.74% 4.9
St. James Investment Company
2884
St. James Investment Company
Texas
$600M +$20.9M +4% 9.04% 43.8% 33 24.24% 3.6
High Probability Advisors
2885
High Probability Advisors
New York
$600M +$41.8M +7% 0.13% 52.6% 56 3.57% 3
Fagan Associates
2886
Fagan Associates
New York
$600M -$29.9M -5% 2.13% 127% 136 12.5% 4.7
Chatham Capital Group
2887
Chatham Capital Group
Georgia
$599M -$8.67M -1% 1.47% 97% 203 7.39% 5.8
Broad Run Investment Management
2888
Broad Run Investment Management
Virginia
$599M -$137M -19% 2.11% 202% 25 8% 6.3
Evolution Wealth Advisors
2889
Evolution Wealth Advisors
Florida
$599M +$1.16M +0.2% 3.02% 96% 158 15.19% 2.5
Huntleigh Advisors
2890
Huntleigh Advisors
Missouri
$599M +$134M +29% 4.62% – 293 20.14% 0.2
CBT
2891
Central Bank & Trust
Kentucky
$599M -$62.1M -9% 3.33% 118% 189 8.99% 7.6
Formidable Asset Management
2892
Formidable Asset Management
Ohio
$598M -$10.7M -2% 0.53% 62.2% 409 14.91% 2.7
Legacy Financial Advisors
2893
Legacy Financial Advisors
Kentucky
$598M -$6.91M -1% 0.86% 86.3% 380 13.95% 2.6
Glassman Wealth Services
2894
Glassman Wealth Services
Virginia
$598M +$3.38M +0.6% 1.14% 62.6% 218 22.94% 3.7
Canal Capital Management
2895
Canal Capital Management
Virginia
$597M -$20.3M -3% 1.07% 67.8% 188 22.87% 4.2
AMCI
2896
Al Mehwar Commercial Investments
United Arab Emirates
$597M -$97.1M -14% 14% – 2 50% 1.3
MA
2897
Madrone Advisors
California
$597M +$72.2M +14% 8.14% 10.4% 6 0% 2
Embree Financial Group
2898
Embree Financial Group
Illinois
$597M +$11.4M +2% 2.67% 87.6% 214 14.49% 1
Radnor Capital Management
2899
Radnor Capital Management
Pennsylvania
$597M -$1.52M -0.3% 1.26% 96.9% 328 8.54% 1.9
Pier Capital
2900
Pier Capital
Connecticut
$597M -$104M -15% 11.4% 223% 131 21.37% 1.9