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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)
Meridian Wealth Advisors
2901
Meridian Wealth Advisors
Texas
$561M +$28.3M +5% 1.59% 79.9% 181 6.08% 4.1
SkyView Investment Advisors
2902
SkyView Investment Advisors
New Jersey
$561M +$20.1M +4% 1.48% 70.3% 393 15.78% 0.8
RBO & Co
2903
RBO & Co
California
$560M -$38.7M -6% 4.17% 27.9% 55 3.64% 6.9
Ironwood Investment Counsel
2904
Ironwood Investment Counsel
Arizona
$560M -$13.4M -2% 1.73% 64% 267 7.49% 4.5
TCM
2905
Trybe Capital Management
Connecticut
$559M -$43.3M -7% 17.6% 681% 17 29.41% 2.1
Allen Mooney & Barnes Investment Advisors
2906
Allen Mooney & Barnes Investment Advisors
Georgia
$559M +$38.2M +7% 1.13% 78.9% 164 10.37% 1.9
Semper Augustus Investments Group
2907
Semper Augustus Investments Group
Colorado
$559M +$12.3M +2% 2.51% 95.4% 41 17.07% 5.9
Viking Fund Management
2908
Viking Fund Management
North Dakota
$558M +$5.91M +1% 1.66% 105% 130 8.46% 4
Strategic Point Investment Advisors
2909
Strategic Point Investment Advisors
Rhode Island
$558M +$7.4M +1% 1.98% 51.9% 34 2.94% 4
Principal Street Partners
2910
Principal Street Partners
Tennessee
$558M +$29.3M +6% 1.74% 91% 266 8.27% 2.2
Rhino Investment Partners
2911
Rhino Investment Partners
Pennsylvania
$558M +$41.4M +8% 3.9% 110% 24 12.5% 1.2
Founders Capital Management (Connecticut)
2912
Founders Capital Management (Connecticut)
Connecticut
$557M +$16.2M +3% 3.87% 99.9% 79 3.8% 5.5
Destiny Wealth Partners
2913
Destiny Wealth Partners
Florida
$556M -$1.5M -0.3% 2.12% 63.7% 175 22.29% 2.3
ECM
2914
EagleClaw Capital Management
Massachusetts
$556M +$3.72M +0.7% 3.39% 104% 137 3.65% 6.3
CVA Family Office
2915
CVA Family Office
Colorado
$556M -$4.11M -0.7% 1.65% 71.6% 1,310 21.98% 0.9
Groupe Bruxelles Lambert
2916
Groupe Bruxelles Lambert
Belgium
$555M -$25.8M -4% 4.44% – 1 0% 0.5
Main Management Fund Advisors
2917
Main Management Fund Advisors
California
$555M +$63.3M +13% 4.48% 80% 7 28.57% 1.3
Kavar Capital Partners Group
2918
Kavar Capital Partners Group
Kansas
$555M +$12.8M +2% 2.53% 77.2% 170 11.18% 4.8
MidWestOne Financial Group
2919
MidWestOne Financial Group
Iowa
$555M -$2.02M -0.4% 0.91% 62.7% 303 9.57% 2.8
Quadcap Wealth Management
2920
Quadcap Wealth Management
Texas
$554M +$115M +26% 2.56% – 408 26.96% 0.4
Academy Capital Management
2921
Academy Capital Management
Texas
$554M +$25.7M +5% 6.02% 71.2% 35 11.43% 3.5
Insight Advisors
2922
Insight Advisors
Pennsylvania
$554M +$32.6M +6% 3.52% 74% 310 10.65% 2.4
Faithward Advisors
2923
Faithward Advisors
Pennsylvania
$553M +$2.16M +0.4% 0.12% 119% 273 15.75% 1.7
Eagle Rock Investment Company
2924
Eagle Rock Investment Company
Georgia
$553M +$13.9M +3% 2.61% 121% 148 7.43% 1.9
Gilman Hill Asset Management
2925
Gilman Hill Asset Management
Connecticut
$553M -$5.26M -0.9% 1.22% 54.2% 231 15.58% 4.5