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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)
Insight Advisors
2976
Insight Advisors
Pennsylvania
$593M +$12.4M +2% 2.54% 74% 313 10.86% 2.8
FCPM III Services
2977
FCPM III Services
Netherlands
$592M +$10.1M +2% 14.5% – 8 12.5% 0.8
Sompo Asset Management
2978
Sompo Asset Management
Japan
$592M -$46.1M -7% 0.27% 84.7% 202 9.9% 3.5
Physician Wealth Advisors
2979
Physician Wealth Advisors
Utah
$592M +$37.6M +7% 0.05% 79.9% 1,148 83.8% 0.5
Kavar Capital Partners Group
2980
Kavar Capital Partners Group
Kansas
$592M -$40.5M -6% 0.27% 86.8% 191 14.14% 4.8
GR Financial Group
2981
GR Financial Group
Arizona
$591M +$20.1M +4% 2.32% 75.4% 24 33.33% 0.9
BFCFSI
2982
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$591M -$42.3M -7% 4.25% – 2,291 13.84% 0.2
Crestview Partners II
2983
Crestview Partners II
New York
$590M -$143M -19% 16.1% 157% 3 0% 6.2
Baron Silver Stevens Financial Advisors
2984
Baron Silver Stevens Financial Advisors
Florida
$589M +$16.5M +3% 0.07% 52.1% 133 14.29% 2.1
P2 Capital Partners
2985
P2 Capital Partners
New York
$589M -$287M -33% 1.24% 7.96% 16 37.5% 3.8
Faithward Advisors
2986
Faithward Advisors
Pennsylvania
$587M +$12.5M +2% 6.39% 119% 305 25.25% 1.9
Peninsula Wealth
2987
Peninsula Wealth
California
$587M +$14.2M +2% 5.28% 30% 111 17.12% 2.3
Gabelli & Co Investment Advisers
2988
Gabelli & Co Investment Advisers
New York
$586M -$925K -0.2% 6.19% 248% 312 48.4% 1.4
New England Asset Management
2989
New England Asset Management
Connecticut
$586M -$56.8M -9% 1.74% 55.6% 121 0.83% 5.5
Embree Financial Group
2990
Embree Financial Group
Illinois
$586M +$24.1M +4% 2.82% 87.6% 212 16.04% 0.8
Thrive Capital Management (New York)
2991
Thrive Capital Management (New York)
New York
$585M -$418M -42% 9.65% 205% 5 40% 2.4
JC
2992
JBF Capital
Colorado
$585M -$85.5M -13% 4.73% 93.6% 102 42.16% 2
Ironwood Investment Counsel
2993
Ironwood Investment Counsel
Arizona
$584M -$16.2M -3% 1.09% 64% 263 9.13% 5
Cannon Financial Strategists
2994
Cannon Financial Strategists
Georgia
$583M +$11.2M +2% 1.42% 56.7% 101 7.92% 3.2
MG
2995
Magnolia Group
Nebraska
$583M -$8.01M -1% 1.42% 11.4% 11 27.27% 3.9
Silver Rock Financial
2996
Silver Rock Financial
California
$583M +$175M +43% 12.9% 2.58% 41 34.15% 1.6
CRA Financial Services
2997
CRA Financial Services
New Jersey
$583M +$37.7M +7% 3.42% 91.9% 285 12.63% 3.2
Monarch Alternative Capital
2998
Monarch Alternative Capital
New York
$583M -$71.9M -11% 6.12% 497% 6 0% 0.4
Towle & Co
2999
Towle & Co
Colorado
$582M -$119M -17% 5.96% 172% 55 10.91% 1.9
Technology Crossover Management VIII
3000
Technology Crossover Management VIII
California
$581M -$348M -37% 26.6% 70% 6 16.67% 4.8