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
BSSFA
2876
Baron Silver Stevens Financial Advisors
Florida
$624M +$52.9M +9% 147
RC
2877
RBO & Co
California
$624M -$2.8M -0.4% 54
MAA
2878
Mraz Amerine & Associates
California
$623M +$41.5M +7% 198
PCM
2879
Primavera Capital Management
Cayman Islands
$622M -$92.4M -13% 3
KWM
2880
KFG Wealth Management
Indiana
$622M +$71.9M +13% 208
HI
2881
Hudock Inc
Pennsylvania
$622M +$50.2M +9% 186
WP
2882
WealthPLAN Partners
Nebraska
$621M -$88M -12% 266
JPMIA
2883
J.P. Marvel Investment Advisors
Massachusetts
$621M +$43M +7% 70
TSWM
2884
Tyler-Stone Wealth Management
Ohio
$621M +$63.7M +11% 341
BIG
2885
Brookwood Investment Group
Arizona
$620M +$38.3M +7% 524
IA
2886
Insight Advisors
Pennsylvania
$620M +$49.5M +9% 300
EPAM
2887
Euro Pacific Asset Management
Puerto Rico
$620M +$68.7M +12% 88
SJIC
2888
St. James Investment Company
Texas
$620M +$19.7M +3% 36
TWM
2889
Thrive Wealth Management
Pennsylvania
$619M +$96.1M +18% 237
UW
2890
Unique Wealth
Florida
$619M +$90.1M +17% 179
EIG
2891
Ellenbecker Investment Group
Wisconsin
$619M +$62.6M +11% 122
EA
2892
Enclave Advisors
Texas
$619M +$33.1M +6% 123
KLI
2893
Kelman-Lazarov Inc
Tennessee
$617M +$66.4M +12% 126
NFSG
2894
Newbridge Financial Services Group
Florida
$616M +$204M +50% 1,385
ACM
2895
ADAR1 Capital Management
Texas
$616M +$96.2M +19% 239
SPG
2896
Strategic Planning Group
Utah
$616M +$105M +21% 83
MCP
2897
Mirador Capital Partners
California
$615M +$44.8M +8% 213
FWA
2898
FSM Wealth Advisors
Ohio
$615M +$170M +38% 294
WLIM
2899
White Lighthouse Investment Management
Massachusetts
$615M +$54.8M +10% 141
CCM
2900
Cohen Capital Management
California
$614M +$30.6M +5% 157