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
EPAM
2876
Euro Pacific Asset Management
Puerto Rico
$620M +$68.7M +12% 88
SJIC
2877
St. James Investment Company
Texas
$620M +$19.7M +3% 36
TWM
2878
Thrive Wealth Management
Pennsylvania
$619M +$96.1M +18% 237
UW
2879
Unique Wealth
Florida
$619M +$90.1M +17% 179
EIG
2880
Ellenbecker Investment Group
Wisconsin
$619M +$62.6M +11% 122
EA
2881
Enclave Advisors
Texas
$619M +$33.1M +6% 123
KLI
2882
Kelman-Lazarov Inc
Tennessee
$617M +$66.4M +12% 126
NFSG
2883
Newbridge Financial Services Group
Florida
$616M +$204M +50% 1,385
ACM
2884
ADAR1 Capital Management
Texas
$616M +$96.2M +19% 239
SPG
2885
Strategic Planning Group
Utah
$616M +$105M +21% 83
MCP
2886
Mirador Capital Partners
California
$615M +$44.8M +8% 213
FWA
2887
FSM Wealth Advisors
Ohio
$615M +$170M +38% 294
WLIM
2888
White Lighthouse Investment Management
Massachusetts
$615M +$54.8M +10% 141
CCM
2889
Cohen Capital Management
California
$614M +$30.6M +5% 157
SGA
2890
Strategic Global Advisors
California
$614M +$109M +22% 148
SAM
2891
Summit Asset Management
Tennessee
$614M +$36.1M +6% 174
BCG
2892
Breakwater Capital Group
New Jersey
$614M +$52.3M +9% 355
JJBC
2893
James J. Burns & Company
New York
$613M +$54.8M +10% 160
AMCI
2894
Al Mehwar Commercial Investments
United Arab Emirates
$613M +$16M +3% 1
MSWMA
2895
Market Street Wealth Management Advisors
Indiana
$613M +$24.3M +4% 103
VNA
2896
Valley National Advisers
Pennsylvania
$613M +$58.3M +11% 869
BL
2897
BWCP LP
Texas
$612M +$119M +24% 35
AAP
2898
Ardsley Advisory Partners
Connecticut
$612M +$180M +42% 176
PCP
2899
Polunin Capital Partners
United Kingdom
$612M +$117M +24% 27
GHAM
2900
Gilman Hill Asset Management
Connecticut
$612M +$36.2M +6% 239