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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)
Bensler
2551
Bensler
Washington
$690M +$87.3M +14% 11.4% 109% 170 15.29% 1.6
Discerene Group
2552
Discerene Group
Connecticut
$689M -$110M -14% 3.95% 48.6% 14 21.43% 2.8
JGP Wealth Management
2553
JGP Wealth Management
Oregon
$689M +$15.3M +2% 6.75% 87.8% 177 13.56% 3.5
River Wealth Advisors
2554
River Wealth Advisors
Pennsylvania
$688M +$61.7M +10% 11.2% 80.3% 222 13.06% 5.5
Managed Asset Portfolios
2555
Managed Asset Portfolios
Michigan
$687M +$27.5M +4% 8.1% 99.2% 42 11.9% 4.4
Keystone Financial Group (Kentucky)
2556
Keystone Financial Group (Kentucky)
Kentucky
$686M +$111M +19% 10.1% 116% 355 18.31% 3.3
Wilkins Investment Counsel
2557
Wilkins Investment Counsel
Massachusetts
$685M +$275M +67% 6.98% 71.3% 129 40.31% 4.5
Opus Capital Group
2558
Opus Capital Group
Ohio
$685M +$69.4M +11% 6.27% 53.7% 129 8.53% 4.7
McGuire Investment Group
2559
McGuire Investment Group
Rhode Island
$685M +$85.2M +14% 14.8% 202% 122 10.66% 3.5
Resources Management Corp
2560
Resources Management Corp
Connecticut
$684M +$11.1M +2% 8.48% 78.5% 469 9.17% 4.2
Arbor Investment Advisors
2561
Arbor Investment Advisors
North Carolina
$683M +$43.7M +7% 5.09% 48.5% 113 10.62% 4.4
Pinnacle Wealth Planning Services
2562
Pinnacle Wealth Planning Services
Ohio
$683M +$46M +7% 9.87% 84.5% 538 16.17% 2.6
Rockbridge Investment Management
2563
Rockbridge Investment Management
New York
$682M +$28.6M +4% 3.57% 38.6% 666 82.28% 2.8
Bell Asset Management
2564
Bell Asset Management
Australia
$682M +$26.6M +4% 6.61% 45.3% 64 4.69% 3.9
Mechanics Bank - Trust Department
2565
Mechanics Bank - Trust Department
California
$681M +$40.2M +6% 7.67% 76.8% 196 8.67% 6
Monograph Wealth Advisors
2566
Monograph Wealth Advisors
California
$681M +$124M +22% 7.86% 68% 165 40% 1.1
Insight Wealth Strategies
2567
Insight Wealth Strategies
California
$681M +$62M +10% 7.18% 83.5% 185 31.35% 2.4
Curated Wealth Partners
2568
Curated Wealth Partners
California
$681M +$68.4M +11% 0% 39.9% 280 100% 0
Conversant Capital
2569
Conversant Capital
New Jersey
$680M +$447M +192% 99.9% 228% 20 60% 0.5
Keebeck Wealth Management
2570
Keebeck Wealth Management
Illinois
$680M +$73.7M +12% 9.7% 81.3% 289 14.53% 2.4
Financial Management Professionals
2571
Financial Management Professionals
Texas
$679M +$64.8M +11% 7.9% 67.3% 1,131 16.27% 3.1
Canandaigua National Bank & Trust
2572
Canandaigua National Bank & Trust
New York
$678M +$31.6M +5% 8.87% – 276 7.97% 6.1
Praesidium Investment Management Company
2573
Praesidium Investment Management Company
New York
$678M -$132M -16% 8.2% 79% 15 33.33% 2.8
Octavia Wealth Advisors
2574
Octavia Wealth Advisors
Ohio
$677M +$109M +19% 7.56% 67.9% 242 18.6% 2.1
Intelligence Driven Advisers
2575
Intelligence Driven Advisers
California
$677M +$57.9M +9% 6.21% 65.6% 109 22.02% 1.7