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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)
ASK Capital Management
2976
ASK Capital Management
California
$625M +$329M +111% 63.3% – 5 20% 0.4
Baron Silver Stevens Financial Advisors
2977
Baron Silver Stevens Financial Advisors
Florida
$624M +$52.9M +9% 7.33% 52.1% 147 17.69% 2.2
Insight Advisors
2978
Insight Advisors
Pennsylvania
$624M +$48.8M +8% 8.27% 74% 310 15.81% 3
RBO & Co
2979
RBO & Co
California
$624M -$2.8M -0.4% 1.24% 27.9% 54 1.85% 7.5
MAA
2980
Mraz Amerine & Associates
California
$623M +$41.5M +7% 1.06% 69.8% 198 17.68% 4.9
Primavera Capital Management
2981
Primavera Capital Management
Cayman Islands
$622M -$92.4M -13% 12.4% 1.21% 3 0% 4
KFG Wealth Management
2982
KFG Wealth Management
Indiana
$622M +$71.9M +13% 7.2% 55.9% 208 12.98% 1.5
Hudock Inc
2983
Hudock Inc
Pennsylvania
$622M +$50.2M +9% 7.71% 69.7% 186 6.45% 6.4
Conversant Capital
2984
Conversant Capital
New Jersey
$622M +$16.1M +3% 4.11% 228% 26 65.38% 0.6
WealthPLAN Partners
2985
WealthPLAN Partners
Nebraska
$621M -$88M -12% 6.92% 71.6% 266 12.41% 4.3
J.P. Marvel Investment Advisors
2986
J.P. Marvel Investment Advisors
Massachusetts
$621M +$43M +7% 13.7% 183% 70 10% 7.1
Tyler-Stone Wealth Management
2987
Tyler-Stone Wealth Management
Ohio
$621M +$63.7M +11% 12.5% – 341 9.97% 2.8
TFG Asset Management
2988
TFG Asset Management
Cayman Islands
$621M +$183M +42% 10% 72.1% 40 25% 1.3
Brookwood Investment Group
2989
Brookwood Investment Group
Arizona
$620M +$38.3M +7% 14.5% – 528 34.09% 0.2
Euro Pacific Asset Management
2990
Euro Pacific Asset Management
Puerto Rico
$620M +$68.7M +12% 11.5% 172% 88 14.77% 3.1
St. James Investment Company
2991
St. James Investment Company
Texas
$620M +$19.7M +3% 1.48% 43.8% 36 33.33% 3.3
Thrive Wealth Management
2992
Thrive Wealth Management
Pennsylvania
$619M +$96.1M +18% 9.52% 84.1% 237 10.97% 2.2
Unique Wealth
2993
Unique Wealth
Florida
$619M +$90.1M +17% 9.81% 68.5% 179 17.88% 1.1
Ellenbecker Investment Group
2994
Ellenbecker Investment Group
Wisconsin
$619M +$62.6M +11% 8.3% 56.3% 122 10.66% 4
Enclave Advisors
2995
Enclave Advisors
Texas
$619M +$33.1M +6% 10.4% – 123 14.63% 0.7
Kelman-Lazarov Inc
2996
Kelman-Lazarov Inc
Tennessee
$617M +$66.4M +12% 7.05% 46.6% 126 11.11% 4.5
Newbridge Financial Services Group
2997
Newbridge Financial Services Group
Florida
$616M +$204M +50% 20.8% 189% 1,379 28.64% 1.4
Strategic Planning Group
2998
Strategic Planning Group
Utah
$616M +$105M +21% 21.2% 162% 83 12.05% 1.3
Mirador Capital Partners
2999
Mirador Capital Partners
California
$615M +$44.8M +8% 10.1% 120% 213 13.62% 3.8
FSM Wealth Advisors
3000
FSM Wealth Advisors
Ohio
$615M +$170M +38% 8.25% 62.8% 295 30.51% 1.4