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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
SLG
2526
Stanley-Laman Group
Pennsylvania
$696M -$17.3M -2% 1.83% 82.9% 288 19.79%
CA
2527
Continuum Advisory
Idaho
$694M +$25.8M +4% 2.61% 59.2% 1,761 6.81%
SP
2528
ShawSpring Partners
Massachusetts
$693M -$85.3M -11% 3.76% 6.63% 10 20%
QI
2529
Qtron Investments
Massachusetts
$692M -$13.9M -2% 5.79% 111% 507 18.15%
MSAM
2530
Moloney Securities Asset Management
Missouri
$692M +$28.1M +4% 2.54% 86% 519 18.3%
CFFP
2531
Center for Financial Planning
Michigan
$692M +$22.7M +3% 1.4% 57.5% 634 11.83%
TCOT
2532
Trust Company of Toledo
Ohio
$691M +$51.8M +8% 4.13% 93.8% 237 6.75%
EBSAM
2533
Eubel Brady & Suttman Asset Management
Ohio
$691M -$94.8M -12% 5.16% 37.6% 99 15.15%
WCM
2534
Wallace Capital Management
Texas
$690M -$43M -6% 3.6% 59% 81 7.41%
SNB
2535
Security National Bank
Nebraska
$689M +$28.1M +4% 5.59% 113% 295 8.47%
DA
2536
Dillon & Associates
Michigan
$688M +$51.3M +8% 9.36% 92% 83 4.82%
RMC
2537
Resources Management Corp
Connecticut
$687M +$2.78M +0.4% 2.19% 65.2% 451 7.54%
SWA
2538
Strategies Wealth Advisors
Michigan
$687M +$36.6M +6% 1.08% 51.8% 101 10.89%
GIP
2539
Greatmark Investment Partners
Georgia
$686M -$18.1M -3% 1.3% 62% 129 3.1%
ANRF
2540
Adams Natural Resources Fund
Maryland
$685M -$23.7M -3% 2.92% 43% 55 1.82%
AI
2541
Aperture Investors
New York
$685M -$96.5M -12% 0.06% 145% 93 32.26%
MWA
2542
Monograph Wealth Advisors
California
$684M +$3.08M +0.5% 2.19% 59.7% 163 41.72%
GC
2543
Gilbert & Cook
Iowa
$684M -$49.7M -7% 1.87% 63.2% 229 10.92%
LP
2544
LGL Partners
Pennsylvania
$684M +$87.1M +15% 2.65% 68.9% 120 19.17%
LA
2545
LVW Advisors
New York
$684M +$93.2M +16% 2.89% 71.5% 315 15.24%
AIA
2546
Arbor Investment Advisors
North Carolina
$684M +$820K +0.1% 0.47% 44.3% 115 15.65%
AWP
2547
Ascent Wealth Partners
New York
$683M +$9.4M +1% 3.35% 72.3% 167 10.78%
GGH
2548
GCM Grosvenor Holdings
Illinois
$683M +$27.2M +4% 5.16% 87.6% 22 13.64%
AWM
2549
Avitas Wealth Management
California
$683M +$24.6M +4% 6.6% 56.2% 213 8.92%
BFC
2550
Bedel Financial Consulting
Indiana
$682M +$44.8M +7% 8.07% 96.7% 260 6.15%