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
WP
2876
WealthPLAN Partners
Nebraska
$621M -$88M -12% 266
JPMIA
2877
J.P. Marvel Investment Advisors
Massachusetts
$621M +$43M +7% 70
TSWM
2878
Tyler-Stone Wealth Management
Ohio
$621M +$63.7M +11% 341
BIG
2879
Brookwood Investment Group
Arizona
$620M +$38.3M +7% 524
IA
2880
Insight Advisors
Pennsylvania
$620M +$49.5M +9% 300
EPAM
2881
Euro Pacific Asset Management
Puerto Rico
$620M +$68.7M +12% 88
SJIC
2882
St. James Investment Company
Texas
$620M +$19.7M +3% 36
TWM
2883
Thrive Wealth Management
Pennsylvania
$619M +$96.1M +18% 237
UW
2884
Unique Wealth
Florida
$619M +$90.1M +17% 179
EIG
2885
Ellenbecker Investment Group
Wisconsin
$619M +$62.6M +11% 122
EA
2886
Enclave Advisors
Texas
$619M +$33.1M +6% 123
KLI
2887
Kelman-Lazarov Inc
Tennessee
$617M +$66.4M +12% 126
NFSG
2888
Newbridge Financial Services Group
Florida
$616M +$204M +50% 1,385
ACM
2889
ADAR1 Capital Management
Texas
$616M +$96.2M +19% 239
SPG
2890
Strategic Planning Group
Utah
$616M +$105M +21% 83
MCP
2891
Mirador Capital Partners
California
$615M +$44.8M +8% 213
FWA
2892
FSM Wealth Advisors
Ohio
$615M +$170M +38% 294
WLIM
2893
White Lighthouse Investment Management
Massachusetts
$615M +$54.8M +10% 141
CCM
2894
Cohen Capital Management
California
$614M +$30.6M +5% 157
SGA
2895
Strategic Global Advisors
California
$614M +$109M +22% 148
SAM
2896
Summit Asset Management
Tennessee
$614M +$36.1M +6% 174
BCG
2897
Breakwater Capital Group
New Jersey
$614M +$52.3M +9% 355
JJBC
2898
James J. Burns & Company
New York
$613M +$54.8M +10% 160
AMCI
2899
Al Mehwar Commercial Investments
United Arab Emirates
$613M +$16M +3% 1
MSWMA
2900
Market Street Wealth Management Advisors
Indiana
$613M +$24.3M +4% 103