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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
IDA
2501
Intelligence Driven Advisers
California
$706M +$29.1M +4% 2.03% 43.8% 121 27.27%
GXJ
2502
Global X Japan
Japan
$706M +$235M +50% 9.09% 288 14.58%
SPC
2503
Spirepoint Private Client
Florida
$705M +$48.9M +7% 3.61% 224 17.86%
RIM
2504
Rockbridge Investment Management
New York
$705M +$23M +3% 0.68% 31.1% 125 12%
SC
2505
Skylands Capital
Wisconsin
$705M -$18.5M -3% 2.4% 64.3% 164 12.2%
PAMG
2506
Patton Albertson Miller Group
Tennessee
$704M +$36.2M +5% 2.77% 109% 217 11.98%
DIA
2507
Dean Investment Associates
Ohio
$704M -$23.4M -3% 2.26% 46.9% 226 13.27%
AFA
2508
American Financial Advisors
Georgia
$703M -$6.83M -1% 0.33% 52.7% 154 7.79%
ACP
2509
Aviance Capital Partners
Florida
$703M +$30.2M +4% 4.05% 83.6% 332 8.43%
IWS
2510
Insight Wealth Strategies
California
$703M +$21.6M +3% 0.7% 79.5% 170 14.12%
FCP
2511
Fidelis Capital Partners
Florida
$702M +$43.7M +7% 5.29% 98.3% 413 16.71%
OCG
2512
Opus Capital Group
Ohio
$701M +$16.7M +2% 0.35% 39.5% 127 7.87%
UWPG
2513
Ullmann Wealth Partners Group
Florida
$701M +$28.7M +4% 2.12% 51.5% 118 11.86%
JWM
2514
JGP Wealth Management
Oregon
$701M +$12.3M +2% 1.9% 78.2% 178 13.48%
PIA
2515
Perennial Investment Advisors
California
$701M +$41.9M +6% 3.92% 68.4% 401 17.96%
CIA
2516
Compass Ion Advisors
Pennsylvania
$700M +$4.19M +0.6% 0.98% 56.7% 229 1.31%
PWPS
2517
Pinnacle Wealth Planning Services
Ohio
$700M +$17.3M +3% 2.6% 64.8% 557 17.77%
HWA
2518
HCR Wealth Advisors
California
$700M +$40.3M +6% 7.15% 91% 234 10.68%
FWM
2519
Focused Wealth Management
New York
$699M +$48.4M +7% 3.46% 57.9% 275 42.18%
MBTD
2520
Mechanics Bank - Trust Department
California
$699M +$17.7M +3% 3.2% 67.2% 202 7.43%
NAM
2521
NTV Asset Management
West Virginia
$699M +$42.5M +6% 3.34% 82% 264 7.2%
MIG
2522
McGuire Investment Group
Rhode Island
$697M +$12.9M +2% 5.41% 184% 117 4.27%
RWA
2523
River Wealth Advisors
Pennsylvania
$697M +$9.3M +1% 2.95% 67.7% 209 8.13%
HFS
2524
Heritage Financial Services
Massachusetts
$697M +$25M +4% 1.29% 38.3% 108 6.48%
HI
2525
Hendershot Investments
Virginia
$696M -$3.5M -0.5% 0.29% 52.6% 137 8.76%