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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)
Mountain Capital Investment Advisors
3201
Mountain Capital Investment Advisors
Colorado
$702M +$28.3M +4% 12.3% 63.3% 103 22.33% 1.8
Summit Wealth Partners
3202
Summit Wealth Partners
Florida
$702M +$70.2M +11% 11.5% 44.9% 291 10.65% 2.9
12th Street Asset Management Company
3203
12th Street Asset Management Company
Tennessee
$702M +$90.5M +15% 20.1% 106% 36 22.22% 3.3
Strategic Global Advisors
3204
Strategic Global Advisors
California
$702M +$76.3M +12% 23.5% 137% 167 37.72% 1.9
AW
3205
Atlas Wealth
Ohio
$701M +$368M +110% 8.11% 43.5% 181 38.12% 1.4
Oak Hill Advisors
3206
Oak Hill Advisors
New York
$701M -$177M -20% 10.5% 42.4% 12 0% 5
American Money Management
3207
American Money Management
California
$700M +$68.2M +11% 12.5% 65% 184 14.13% 4.7
BWCP LP
3208
BWCP LP
Texas
$700M +$44.5M +7% 28.4% 198% 33 45.45% 0.7
Rainey & Randall Wealth Advisors
3209
Rainey & Randall Wealth Advisors
Florida
$700M +$84.1M +14% 11.6% 52.3% 82 13.41% 3.3
Larch Capital Partners
3210
Larch Capital Partners
Florida
$700M +$9.5M +1% 2.67% – 64 26.56% 0.3
Probity Advisors
3211
Probity Advisors
Texas
$699M +$68M +11% 14.3% 61.7% 238 5.88% 5.5
Fiducient Advisors
3212
Fiducient Advisors
Illinois
$698M -$66.6M -9% 10.3% 52.3% 163 20.86% 2.3
Tarbox Family Office
3213
Tarbox Family Office
California
$698M +$82.4M +13% 13.2% 66.4% 99 7.07% 8.4
Princeton Global Asset Management
3214
Princeton Global Asset Management
New Jersey
$698M +$84.9M +14% 15.5% 110% 908 17.18% 3.3
DV Equities
3215
DV Equities
Illinois
$698M – – 26.8% – 107 – 0.2
SVCM
3216
Saturn V Capital Management
Texas
$697M +$145M +26% 24.6% 1,083% 24 16.67% 0.8
MAA
3217
Mraz Amerine & Associates
California
$697M +$18.9M +3% 3.89% 69.8% 210 14.76% 5
Financial Management Network
3218
Financial Management Network
California
$697M +$43.9M +7% 10.8% 62.5% 215 13.02% 2.8
Crane Advisory
3219
Crane Advisory
California
$697M +$28.5M +4% 8.38% 38.2% 56 8.93% 2.3
Brickley Wealth Management
3220
Brickley Wealth Management
California
$696M +$113M +19% 13% 62.6% 69 14.49% 3.7
IIA
3221
IPG Investment Advisors
California
$696M +$114M +20% 27.7% 126% 308 34.42% 1.9
Affiance Financial
3222
Affiance Financial
Minnesota
$695M +$78.3M +13% 11.3% 57.8% 114 9.65% 5.7
Cornerstone Management
3223
Cornerstone Management
Georgia
$695M +$67.5M +11% 9.32% 43.6% 68 5.88% 5.3
Deltroit Asset Management (UK)
3224
Deltroit Asset Management (UK)
$695M +$72.1M +12% 23.4% – 46 34.78% 0.4
Aspen Grove Capital
3225
Aspen Grove Capital
Colorado
$694M +$180M +35% 14.9% 90% 225 16% 2.2