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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)
Guardian Wealth Advisors (North Carolina)
2501
Guardian Wealth Advisors (North Carolina)
North Carolina
$570M +$49.6M +10% 4.41% 58.9% 424 14.62% 0.8
Means Investment Company
2502
Means Investment Company
Maine
$569M +$70.3M +14% 10.8% 106% 198 5.56% 3
Valley National Advisers
2503
Valley National Advisers
Pennsylvania
$569M +$11M +2% 5.5% 87.2% 1,007 7.45% 4.4
Barton Investment Management
2504
Barton Investment Management
Pennsylvania
$568M +$59.8M +12% 18.4% 124% 44 6.82% 6.8
Hardy Reed
2505
Hardy Reed
Mississippi
$568M +$39.3M +7% 6.28% 69.7% 115 8.7% 2.2
Cornercap Investment Counsel
2506
Cornercap Investment Counsel
Georgia
$568M -$9.41M -2% 0.77% 55.4% 680 35.29% 1.4
Robotti Robert
2507
Robotti Robert
$568M +$66.2M +13% 18.4% 107% 65 9.23% 4.5
Barber Financial Group
2508
Barber Financial Group
Kansas
$567M +$206M +57% 6.27% 39% 157 18.47% 2.7
Sirios Capital Management
2509
Sirios Capital Management
Massachusetts
$567M +$24.5M +5% 4.68% 177% 68 35.29% 1.4
Mattern Capital Management
2510
Mattern Capital Management
Colorado
$567M +$26M +5% 2.44% 39.8% 127 11.02% 2.6
Winthrop Advisory Group
2511
Winthrop Advisory Group
Massachusetts
$567M +$39.3M +7% 7.48% 78.3% 134 12.69% 3
RIA
2512
RPG Investment Advisory
California
$567M +$48.1M +9% 14% 186% 91 13.19% 3.7
ORIX Corp
2513
ORIX Corp
Japan
$566M -$11.4M -2% 1.98% 11.7% 1 0% 5.3
GDS Wealth Management
2514
GDS Wealth Management
Texas
$566M +$42.2M +8% 3.89% 95.1% 123 15.45% 1
Wealth Architects
2515
Wealth Architects
California
$565M +$36.2M +7% 5.97% 85.1% 191 7.33% 4.4
Baldwin Investment Management
2516
Baldwin Investment Management
Pennsylvania
$564M +$10.5M +2% 3.52% 74.8% 208 10.58% 4.5
Cahill Financial Advisors
2517
Cahill Financial Advisors
Minnesota
$564M +$43.3M +8% 5.43% 55.9% 240 9.17% 4.1
Certified Advisory Corp
2518
Certified Advisory Corp
Florida
$563M +$56.6M +11% 4.99% 62.9% 286 23.08% 2.9
Cornerstone Wealth Group
2519
Cornerstone Wealth Group
North Carolina
$562M +$33.6M +6% 3.42% 108% 156 19.23% 2.1
CBT
2520
Central Bank & Trust
Kentucky
$562M +$32M +6% 10.8% 118% 456 32.89% 4.2
Syntegra Private Wealth Group
2521
Syntegra Private Wealth Group
Missouri
$562M +$63M +13% 5.77% 56.9% 122 15.57% 0.2
Advance Capital Management
2522
Advance Capital Management
Michigan
$562M -$194M -26% 3.5% 54.4% 115 15.65% 0.9
Stanley-Laman Group
2523
Stanley-Laman Group
Pennsylvania
$562M +$36.9M +7% 7.06% 114% 265 32.83% 1.7
Greatmark Investment Partners
2524
Greatmark Investment Partners
Georgia
$561M +$14.1M +3% 5.31% 72.5% 129 8.53% 5.5
TCOT
2525
Trust Company of Toledo
Ohio
$561M +$31M +6% 5.33% 109% 211 12.8% 6.4