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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
GWANC
2501
Guardian Wealth Advisors (North Carolina)
North Carolina
$570M +$49.6M +10% 4.41% 58.9% 424 14.62%
MIC
2502
Means Investment Company
Maine
$569M +$70.3M +14% 10.8% 87.9% 198 5.56%
VNA
2503
Valley National Advisers
Pennsylvania
$569M +$11M +2% 5.5% 79% 1,007 7.45%
BIM
2504
Barton Investment Management
Pennsylvania
$568M +$59.8M +12% 18.4% 80.3% 44 6.82%
HR
2505
Hardy Reed
Mississippi
$568M +$39.3M +7% 6.28% 69.7% 115 8.7%
CIC
2506
Cornercap Investment Counsel
Georgia
$568M -$9.41M -2% 0.77% 55.4% 680 35.29%
RR
2507
Robotti Robert
$568M +$66.2M +13% 18.4% 107% 65 9.23%
BFG
2508
Barber Financial Group
Kansas
$567M +$206M +57% 6.27% 39% 157 18.47%
SCM
2509
Sirios Capital Management
Massachusetts
$567M +$24.5M +5% 4.68% 177% 68 35.29%
MCM
2510
Mattern Capital Management
Colorado
$567M +$26M +5% 2.44% 31.5% 127 11.02%
WAG
2511
Winthrop Advisory Group
Massachusetts
$567M +$39.3M +7% 7.48% 70.4% 134 12.69%
RIA
2512
RPG Investment Advisory
California
$567M +$48.1M +9% 14% 155% 91 13.19%
OC
2513
ORIX Corp
Japan
$566M -$11.4M -2% 1.98% 11.7% 1 0%
GWM
2514
GDS Wealth Management
Texas
$566M +$42.2M +8% 3.89% 82.2% 123 15.45%
WA
2515
Wealth Architects
California
$565M +$36.2M +7% 5.97% 80.1% 191 7.33%
BIM
2516
Baldwin Investment Management
Pennsylvania
$564M +$10.5M +2% 3.52% 74.8% 208 10.58%
CFA
2517
Cahill Financial Advisors
Minnesota
$564M +$43.3M +8% 5.43% 55.9% 240 9.17%
CAC
2518
Certified Advisory Corp
Florida
$563M +$56.6M +11% 4.99% 58.2% 286 23.08%
CWG
2519
Cornerstone Wealth Group
North Carolina
$562M +$33.6M +6% 3.42% 96.5% 156 19.23%
CBT
2520
Central Bank & Trust
Kentucky
$562M +$32M +6% 10.8% 110% 456 32.89%
SPWG
2521
Syntegra Private Wealth Group
Missouri
$562M +$63M +13% 5.77% 52% 122 15.57%
ACM
2522
Advance Capital Management
Michigan
$562M -$194M -26% 3.5% 54.4% 115 15.65%
SLG
2523
Stanley-Laman Group
Pennsylvania
$562M +$36.9M +7% 7.06% 124% 265 32.83%
GIP
2524
Greatmark Investment Partners
Georgia
$561M +$14.1M +3% 5.31% 62% 129 8.53%
TCOT
2525
Trust Company of Toledo
Ohio
$561M +$31M +6% 5.33% 93.8% 211 12.8%