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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)
NVP Associates
6526
NVP Associates
California
$126M +$13.8M +12% 65.4% 953% 6 0% 1.3
Invus Financial Advisors
6527
Invus Financial Advisors
New York
$126M -$2M -2% 5.41% 29.5% 7 0% 3.1
Certus Wealth Management
6528
Certus Wealth Management
California
$126M +$7.75M +7% 5.42% – 57 17.54% 0.7
EdgeRock Capital
6529
EdgeRock Capital
Colorado
$126M -$11.5M -8% 8.4% 79.7% 328 83.23% 0.8
Union Square Park Capital Management
6530
Union Square Park Capital Management
New York
$126M -$9.5M -7% 0.91% 75.8% 51 60.78% 0.7
RiverGlades Family Offices
6531
RiverGlades Family Offices
Florida
$126M +$2.04M +2% 6.66% – 83 14.46% 3.6
Terra Nova Asset Management
6532
Terra Nova Asset Management
New York
$126M +$11.5M +10% 15.4% 172% 90 13.33% 2.8
LifePlan Investment Advisors
6533
LifePlan Investment Advisors
North Carolina
$125M +$16.2M +15% 5.7% 60.9% 88 31.82% 0.5
FMB Wealth Management
6534
FMB Wealth Management
California
$125M +$15.9M +15% 7.8% 71.1% 67 5.97% 1
Clarity Capital Advisors
6535
Clarity Capital Advisors
Florida
$125M +$10.1M +9% 6.48% 57.9% 79 7.59% 0.2
JCFM
6536
JBR Co Financial Management
Oklahoma
$125M +$18.8M +18% 18.3% 126% 102 18.63% 0.2
Shepherd Kaplan Krochuk
6537
Shepherd Kaplan Krochuk
Massachusetts
$125M +$2.28M +2% 5.16% 38.5% 58 12.07% 2.5
Lancaster Investment Management
6538
Lancaster Investment Management
United Kingdom
$125M -$65.7M -34% 2.23% 0.78% 9 55.56% 0.6
Ulland Investment Advisors
6539
Ulland Investment Advisors
Minnesota
$125M +$26M +26% 26.5% 161% 265 32.45% 1.5
Vermillion & White Wealth Management Group
6540
Vermillion & White Wealth Management Group
Pennsylvania
$125M +$22.1M +21% 6.25% – 367 23.98% 0.2
Valley Brook Capital Group
6541
Valley Brook Capital Group
Pennsylvania
$125M +$10.3M +9% 9.99% 122% 123 11.38% 2.5
Primoris Wealth Advisors
6542
Primoris Wealth Advisors
Florida
$125M +$19.1M +18% 10.8% 206% 103 23.3% 1.2
FCG Investment Company
6543
FCG Investment Company
Tennessee
$125M +$23M +23% 20.8% – 102 13.73% 0.2
Atmos Advisory
6544
Atmos Advisory
Pennsylvania
$125M +$181K +0.1% 3.14% 31.9% 21 4.76% 2.2
Mosaic Financial Group
6545
Mosaic Financial Group
Illinois
$125M – – 8.01% – 129 – 0
Sage Private Wealth Group
6546
Sage Private Wealth Group
Illinois
$125M +$12.7M +11% 7.12% 72.3% 85 31.76% 1.5
LWM Advisory Services
6547
LWM Advisory Services
Florida
$125M +$11M +10% 9.21% 64.9% 91 15.38% 1.4
SIA
6548
Schear Investment Advisers
Ohio
$125M +$20.8M +20% 17% 241% 88 21.59% 1.1
Brightwater Advisory
6549
Brightwater Advisory
Florida
$125M +$6.08M +5% 6.62% – 66 36.36% 0.2
Avid Wealth Partners
6550
Avid Wealth Partners
Texas
$124M +$23.6M +23% 8.83% 93.7% 43 41.86% 0.2