Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RC
2851
RBO & Co
California
$624M -$2.8M -0.4% 1.24% 28.9% 54
MAA
2852
Mraz Amerine & Associates
California
$623M +$41.5M +7% 1.06% 61.8% 198
PCM
2853
Primavera Capital Management
Cayman Islands
$622M -$92.4M -13% 12.4% 31.8% 3
KWM
2854
KFG Wealth Management
Indiana
$622M +$71.9M +13% 7.2% – 208
HI
2855
Hudock Inc
Pennsylvania
$622M +$50.2M +9% 7.71% 45% 186
WP
2856
WealthPLAN Partners
Nebraska
$621M -$88M -12% 6.92% – 266
JPMIA
2857
J.P. Marvel Investment Advisors
Massachusetts
$621M +$43M +7% 13.7% 119% 70
TSWM
2858
Tyler-Stone Wealth Management
Ohio
$621M +$63.7M +11% 12.5% – 341
BIG
2859
Brookwood Investment Group
Arizona
$620M +$38.3M +7% 14.5% – 524
IA
2860
Insight Advisors
Pennsylvania
$620M +$49.5M +9% 8.23% 51.6% 300
EPAM
2861
Euro Pacific Asset Management
Puerto Rico
$620M +$68.7M +12% 11.5% 69.2% 88
SJIC
2862
St. James Investment Company
Texas
$620M +$19.7M +3% 1.48% 37.8% 36
TWM
2863
Thrive Wealth Management
Pennsylvania
$619M +$96.1M +18% 9.51% 66.4% 237
UW
2864
Unique Wealth
Florida
$619M +$90.1M +17% 9.81% – 179
EIG
2865
Ellenbecker Investment Group
Wisconsin
$619M +$62.6M +11% 8.3% 49.2% 122
EA
2866
Enclave Advisors
Texas
$619M +$33.1M +6% 10.4% – 123
KLI
2867
Kelman-Lazarov Inc
Tennessee
$617M +$66.4M +12% 7.05% 41.2% 126
NFSG
2868
Newbridge Financial Services Group
Florida
$616M +$204M +50% 20.9% 132% 1,385
ACM
2869
ADAR1 Capital Management
Texas
$616M +$96.2M +19% 12.8% – 239
SPG
2870
Strategic Planning Group
Utah
$616M +$105M +21% 21.2% – 83
MCP
2871
Mirador Capital Partners
California
$615M +$44.8M +8% 10.1% 67.1% 213
FWA
2872
FSM Wealth Advisors
Ohio
$615M +$170M +38% 8.25% 55.1% 294
WLIM
2873
White Lighthouse Investment Management
Massachusetts
$615M +$54.8M +10% 8.29% 46.9% 141
CCM
2874
Cohen Capital Management
California
$614M +$30.6M +5% 8.75% 58.2% 157
SGA
2875
Strategic Global Advisors
California
$614M +$109M +22% 16.6% 116% 148
113 114
115
116 117