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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)
Financial & Tax Architects
3751
Financial & Tax Architects
Missouri
$453M +$41.5M +10% 5.46% 50.2% 122 38.52% 2
Apis Capital Advisors
3752
Apis Capital Advisors
New York
$453M +$171M +61% 86% 1,532% 66 62.12% 0.4
Castle Rock Wealth Management
3753
Castle Rock Wealth Management
California
$452M +$24.5M +6% 6.95% 115% 261 8.43% 3
RGC
3754
Rubicon Global Capital
United Kingdom
$452M -$179M -28% 21.4% – 10 0% 0.7
Technology Crossover Management VIII
3755
Technology Crossover Management VIII
California
$452M -$7.42M -2% 0.39% 77.9% 5 0% 5.6
AA
3756
Ashford Advisors
New York
$452M +$20.6M +5% 7.7% 66.5% 21 14.29% 3.3
FNBOMD
3757
First National Bank of Mount Dora
Florida
$452M +$8.54M +2% 5.65% 96.2% 133 7.52% 6.2
Lantz Financial
3758
Lantz Financial
Illinois
$452M +$50.7M +13% 6.24% 74.3% 251 10.36% 3.4
Verde Capital Management
3759
Verde Capital Management
Michigan
$451M +$46.1M +11% 8.23% 80.3% 73 17.81% 2.6
Hunter Perkins Capital Management
3760
Hunter Perkins Capital Management
Illinois
$451M +$28.4M +7% 6.19% 58% 117 7.69% 2.4
Once Capital Management
3761
Once Capital Management
New York
$451M +$86.6M +24% 11.4% 570% 28 39.29% 1.7
Miramar Capital
3762
Miramar Capital
Illinois
$451M +$28M +7% 8.06% 47.3% 62 9.68% 3.8
JSF Financial
3763
JSF Financial
California
$451M +$30M +7% 8.41% 91% 139 15.83% 2.8
Isthmus Partners
3764
Isthmus Partners
Wisconsin
$451M -$405M -47% 5.12% 73.7% 228 27.63% 3.6
Strengthening Families & Communities LLC
3765
Strengthening Families & Communities LLC
Massachusetts
$450M +$271M +150% 10% 116% 739 47.77% 1.1
Helen Stephens Group
3766
Helen Stephens Group
Texas
$450M +$47.3M +12% 6.12% 53.4% 108 19.44% 2.1
Sanchez Wealth Management Group
3767
Sanchez Wealth Management Group
Florida
$450M +$35.6M +9% 6.47% 56.9% 51 9.8% 3.7
RS Crum Inc
3768
RS Crum Inc
California
$450M +$32.8M +8% 5.61% 54.2% 99 8.08% 2.6
Alliance Wealth Management Group
3769
Alliance Wealth Management Group
New Jersey
$450M +$56.9M +14% 5.44% 43.4% 95 10.53% 5.1
Garden State Investment Advisory Services
3770
Garden State Investment Advisory Services
New Jersey
$449M +$53M +13% 9.74% 94% 355 25.35% 1.5
Centric Wealth Management
3771
Centric Wealth Management
Illinois
$449M +$30.5M +7% 5.42% 44.4% 205 13.66% 2.5
AssuredPartners Investment Advisors
3772
AssuredPartners Investment Advisors
Florida
$449M +$40.3M +10% 9.14% – 289 24.57% 0.6
Alta Fox Capital Management
3773
Alta Fox Capital Management
Texas
$449M +$80.6M +22% 17.4% 261% 26 53.85% 0.6
Squadra Investments
3774
Squadra Investments
Brazil
$448M +$21.5M +5% 10.6% 1.55% 7 28.57% 1.2
CWM
3775
Compass Wealth Management
Connecticut
$448M +$28M +7% 8.83% 103% 154 5.19% 2.5