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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
DG
2551
Discerene Group
Connecticut
$689M -$110M -14% 3.95% 48.6% 14 21.43%
JWM
2552
JGP Wealth Management
Oregon
$689M +$15.3M +2% 6.75% 78.2% 177 13.56%
RWA
2553
River Wealth Advisors
Pennsylvania
$688M +$61.7M +10% 11.2% 80.3% 222 13.06%
MAP
2554
Managed Asset Portfolios
Michigan
$687M +$27.5M +4% 8.1% 99.2% 42 11.9%
KFGK
2555
Keystone Financial Group (Kentucky)
Kentucky
$686M +$111M +19% 10.1% 116% 355 18.31%
WIC
2556
Wilkins Investment Counsel
Massachusetts
$685M +$275M +67% 6.98% 56.2% 129 40.31%
OCG
2557
Opus Capital Group
Ohio
$685M +$69.4M +11% 6.27% 49.7% 129 8.53%
MIG
2558
McGuire Investment Group
Rhode Island
$685M +$85.2M +14% 14.8% 184% 122 10.66%
RMC
2559
Resources Management Corp
Connecticut
$684M +$11.1M +2% 8.48% 78.5% 469 9.17%
AIA
2560
Arbor Investment Advisors
North Carolina
$683M +$43.7M +7% 5.09% 44.3% 113 10.62%
PWPS
2561
Pinnacle Wealth Planning Services
Ohio
$683M +$46M +7% 9.87% 82.1% 538 16.17%
RIM
2562
Rockbridge Investment Management
New York
$682M +$28.6M +4% 3.57% 38.6% 666 82.28%
BAM
2563
Bell Asset Management
Australia
$682M +$26.6M +4% 6.61% 32.7% 64 4.69%
MBTD
2564
Mechanics Bank - Trust Department
California
$681M +$40.2M +6% 7.67% 67.2% 196 8.67%
MWA
2565
Monograph Wealth Advisors
California
$681M +$124M +22% 7.86% 68% 165 40%
IWS
2566
Insight Wealth Strategies
California
$681M +$62M +10% 7.18% 79.5% 185 31.35%
CWP
2567
Curated Wealth Partners
California
$681M +$68.4M +11% 0% 48.7% 280 100%
CC
2568
Conversant Capital
New Jersey
$680M +$447M +192% 99.9% 228% 20 60%
KWM
2569
Keebeck Wealth Management
Illinois
$680M +$73.7M +12% 9.7% 81.3% 289 14.53%
FMP
2570
Financial Management Professionals
Texas
$679M +$64.8M +11% 7.9% 62.1% 1,131 16.27%
CNBT
2571
Canandaigua National Bank & Trust
New York
$678M +$31.6M +5% 8.87% 276 7.97%
PIMC
2572
Praesidium Investment Management Company
New York
$678M -$132M -16% 8.2% 79% 15 33.33%
OWA
2573
Octavia Wealth Advisors
Ohio
$677M +$109M +19% 7.56% 67.9% 242 18.6%
IDA
2574
Intelligence Driven Advisers
California
$677M +$57.9M +9% 6.21% 58.5% 109 22.02%
GLR
2575
Great Lakes Retirement
Ohio
$676M +$68.4M +11% 12% 108% 234 17.95%