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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
IA
2976
Insight Advisors
Pennsylvania
$624M +$48.8M +8% 8.27% 66.7% 310 15.81%
RC
2977
RBO & Co
California
$624M -$2.8M -0.4% 1.24% 27.9% 54 1.85%
MAA
2978
Mraz Amerine & Associates
California
$623M +$41.5M +7% 1.06% 69.8% 198 17.68%
PCM
2979
Primavera Capital Management
Cayman Islands
$622M -$92.4M -13% 12.4% 1.21% 3 0%
KWM
2980
KFG Wealth Management
Indiana
$622M +$71.9M +13% 7.2% 50.4% 208 12.98%
HI
2981
Hudock Inc
Pennsylvania
$622M +$50.2M +9% 7.71% 64.4% 186 6.45%
CC
2982
Conversant Capital
New Jersey
$622M +$16.1M +3% 4.11% 228% 26 65.38%
WP
2983
WealthPLAN Partners
Nebraska
$621M -$88M -12% 6.92% 61.3% 266 12.41%
JPMIA
2984
J.P. Marvel Investment Advisors
Massachusetts
$621M +$43M +7% 13.7% 183% 70 10%
TSWM
2985
Tyler-Stone Wealth Management
Ohio
$621M +$63.7M +11% 12.5% 341 9.97%
TAM
2986
TFG Asset Management
Cayman Islands
$621M +$183M +42% 10% 72.1% 40 25%
BIG
2987
Brookwood Investment Group
Arizona
$620M +$38.3M +7% 14.5% 528 34.09%
EPAM
2988
Euro Pacific Asset Management
Puerto Rico
$620M +$68.7M +12% 11.5% 122% 88 14.77%
SJIC
2989
St. James Investment Company
Texas
$620M +$19.7M +3% 1.48% 43.8% 36 33.33%
TWM
2990
Thrive Wealth Management
Pennsylvania
$619M +$96.1M +18% 9.52% 73.8% 237 10.97%
UW
2991
Unique Wealth
Florida
$619M +$90.1M +17% 9.81% 63.3% 179 17.88%
EIG
2992
Ellenbecker Investment Group
Wisconsin
$619M +$62.6M +11% 8.3% 56.3% 122 10.66%
EA
2993
Enclave Advisors
Texas
$619M +$33.1M +6% 10.4% 123 14.63%
KLI
2994
Kelman-Lazarov Inc
Tennessee
$617M +$66.4M +12% 7.05% 46.6% 126 11.11%
NFSG
2995
Newbridge Financial Services Group
Florida
$616M +$204M +50% 20.8% 164% 1,379 28.64%
SPG
2996
Strategic Planning Group
Utah
$616M +$105M +21% 21.2% 83 12.05%
MCP
2997
Mirador Capital Partners
California
$615M +$44.8M +8% 10.1% 102% 213 13.62%
FWA
2998
FSM Wealth Advisors
Ohio
$615M +$170M +38% 8.25% 62.8% 295 30.51%
WLIM
2999
White Lighthouse Investment Management
Massachusetts
$615M +$54.8M +10% 8.29% 55.3% 141 7.8%
CCM
3000
Cohen Capital Management
California
$614M +$30.6M +5% 8.75% 83.9% 157 7.01%