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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
TSWM
2951
Tyler-Stone Wealth Management
Ohio
$621M +$63.7M +11% 12.5% 341 9.97%
TAM
2952
TFG Asset Management
Cayman Islands
$621M +$183M +42% 10% 54.9% 40 25%
BIG
2953
Brookwood Investment Group
Arizona
$620M +$38.3M +7% 14.5% 528 34.09%
EPAM
2954
Euro Pacific Asset Management
Puerto Rico
$620M +$68.7M +12% 11.5% 137% 88 14.77%
SJIC
2955
St. James Investment Company
Texas
$620M +$19.7M +3% 1.48% 47.7% 36 33.33%
TWM
2956
Thrive Wealth Management
Pennsylvania
$619M +$96.1M +18% 9.52% 73.8% 237 10.97%
UW
2957
Unique Wealth
Florida
$619M +$90.1M +17% 9.81% 63.3% 179 17.88%
EIG
2958
Ellenbecker Investment Group
Wisconsin
$619M +$62.6M +11% 8.3% 56.3% 122 10.66%
EA
2959
Enclave Advisors
Texas
$619M +$33.1M +6% 10.4% 123 14.63%
KLI
2960
Kelman-Lazarov Inc
Tennessee
$617M +$66.4M +12% 7.05% 39.9% 126 11.11%
NFSG
2961
Newbridge Financial Services Group
Florida
$616M +$204M +50% 20.8% 115% 1,379 28.64%
SPG
2962
Strategic Planning Group
Utah
$616M +$105M +21% 21.2% 83 12.05%
MCP
2963
Mirador Capital Partners
California
$615M +$44.8M +8% 10.1% 102% 213 13.62%
FWA
2964
FSM Wealth Advisors
Ohio
$615M +$170M +38% 8.25% 62.8% 295 30.51%
WLIM
2965
White Lighthouse Investment Management
Massachusetts
$615M +$54.8M +10% 8.29% 46.8% 141 7.8%
CCM
2966
Cohen Capital Management
California
$614M +$30.6M +5% 8.75% 83.9% 157 7.01%
SGA
2967
Strategic Global Advisors
California
$614M +$109M +22% 16.6% 110% 148 12.84%
SAM
2968
Summit Asset Management
Tennessee
$614M +$36.1M +6% 5.88% 43.3% 174 6.32%
BCG
2969
Breakwater Capital Group
New Jersey
$614M +$52.3M +9% 8% 60.8% 355 12.39%
JJBC
2970
James J. Burns & Company
New York
$613M +$54.8M +10% 9.11% 52.3% 160 13.13%
AMCI
2971
Al Mehwar Commercial Investments
United Arab Emirates
$613M +$16M +3% 2.68% 1 0%
MSWMA
2972
Market Street Wealth Management Advisors
Indiana
$613M +$24.3M +4% 6.14% 39.6% 103 10.68%
VNA
2973
Valley National Advisers
Pennsylvania
$613M +$58.3M +11% 10.5% 79% 869 13.35%
BL
2974
BWCP LP
Texas
$612M +$119M +24% 28.3% 161% 35 54.29%
PCP
2975
Polunin Capital Partners
United Kingdom
$612M +$117M +24% 4.19% 252% 27 0%