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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)
Adroit Compliance
3051
Adroit Compliance
$479M – – 8.52% – 46 – 0
Klaas Financial Asset Advisors
3052
Klaas Financial Asset Advisors
Illinois
$479M +$37.9M +9% 8.52% 39.5% 49 14.29% 2.2
Frank Rimerman Advisors
3053
Frank Rimerman Advisors
California
$479M +$65.8M +16% 14.5% 149% 318 69.18% 0.7
Rollins Financial
3054
Rollins Financial
Georgia
$479M +$70.2M +17% 13.6% – 115 24.35% 2
Rollins Financial Advisors
3055
Rollins Financial Advisors
New York
$479M – – 13.6% – 97 – 0
Hunter Perkins Capital Management
3056
Hunter Perkins Capital Management
Illinois
$479M +$12.9M +3% 10.9% 58% 129 31.78% 1.8
Divergent Wealth Advisors
3057
Divergent Wealth Advisors
Utah
$478M +$38.3M +9% 8.39% 14.7% 35 14.29% 2.5
Market Street Wealth Management Advisors
3058
Market Street Wealth Management Advisors
Indiana
$478M +$87M +22% 7.9% 44% 105 20.95% 2.3
Semper Augustus Investments Group
3059
Semper Augustus Investments Group
Colorado
$478M +$60.6M +15% 12.8% 95.4% 35 5.71% 6.2
Raub Brock Capital Management
3060
Raub Brock Capital Management
California
$477M -$25.9M -5% 11.5% 54.7% 74 27.03% 2.7
MAA
3061
Mraz Amerine & Associates
California
$477M +$33.6M +8% 7.54% 63.2% 183 7.65% 5
Baron Silver Stevens Financial Advisors
3062
Baron Silver Stevens Financial Advisors
Florida
$477M +$34.8M +8% 9.6% 52.1% 119 21.85% 1.5
Tufton Capital Management
3063
Tufton Capital Management
Maryland
$477M +$28.5M +6% 10.1% 96.1% 125 5.6% 6.9
WPI
3064
Walter Public Investments
Canada
$476M +$53.9M +13% 14.1% 85.1% 42 9.52% 1.2
AWAM
3065
Appian Way Asset Management
New York
$476M +$57.1M +14% 9.7% 49.4% 77 71.43% 0.3
Embree Financial Group
3066
Embree Financial Group
Illinois
$475M – – 11.1% 87.6% 183 – 0
Wedgewood Partners
3067
Wedgewood Partners
Missouri
$475M +$57.3M +14% 11.7% 78.1% 21 4.76% 5.1
Sycamore Partners Management
3068
Sycamore Partners Management
New York
$475M +$293M +161% 161% 31.8% 1 0% 2
Mitchell Capital Management
3069
Mitchell Capital Management
Kansas
$475M +$53.8M +13% 13.4% 234% 125 16% 3.6
Sky Investment Group
3070
Sky Investment Group
Connecticut
$474M +$33.7M +8% 8.63% 81.4% 127 7.09% 6
Abacus Planning Group
3071
Abacus Planning Group
South Carolina
$474M +$63.3M +15% 11.1% 67.8% 210 12.86% 3.4
Duncker Streett & Co
3072
Duncker Streett & Co
Missouri
$474M +$44M +10% 11.3% 102% 501 4.79% 6
Elwood & Goetz Wealth Advisory Group
3073
Elwood & Goetz Wealth Advisory Group
Georgia
$473M +$41.9M +10% 9.24% 63.7% 82 4.88% 2.4
Insight Advisors
3074
Insight Advisors
Pennsylvania
$473M +$35.4M +8% 7.62% 74% 296 10.81% 2.2
Mirador Capital Partners
3075
Mirador Capital Partners
California
$472M +$32.8M +7% 11.1% 120% 212 25.94% 3.4