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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)
Ullmann Wealth Partners Group
2551
Ullmann Wealth Partners Group
Florida
$701M +$28.7M +4% 2.12% 62.2% 118 11.86% 3.5
JGP Wealth Management
2552
JGP Wealth Management
Oregon
$701M +$12.3M +2% 1.9% 87.8% 178 13.48% 3.5
Perennial Investment Advisors
2553
Perennial Investment Advisors
California
$701M +$41.9M +6% 3.92% 84.3% 401 17.96% 2
Compass Ion Advisors
2554
Compass Ion Advisors
Pennsylvania
$700M +$4.19M +0.6% 0.98% 75.6% 229 1.31% 1.3
Pinnacle Wealth Planning Services
2555
Pinnacle Wealth Planning Services
Ohio
$700M +$17.3M +3% 2.6% 82.1% 557 17.77% 2.7
HCR Wealth Advisors
2556
HCR Wealth Advisors
California
$700M +$40.3M +6% 7.15% 107% 234 10.68% 3.5
Focused Wealth Management
2557
Focused Wealth Management
New York
$699M +$48.4M +7% 3.46% 73.9% 275 41.82% 4.9
Mechanics Bank - Trust Department
2558
Mechanics Bank - Trust Department
California
$699M +$17.7M +3% 3.2% 76.8% 202 7.43% 6
NTV Asset Management
2559
NTV Asset Management
West Virginia
$699M +$42.5M +6% 3.34% 110% 264 7.2% 6.1
McGuire Investment Group
2560
McGuire Investment Group
Rhode Island
$697M +$12.9M +2% 5.41% 202% 117 4.27% 3.8
River Wealth Advisors
2561
River Wealth Advisors
Pennsylvania
$697M +$9.3M +1% 2.95% 80.3% 209 8.13% 5.8
Heritage Financial Services
2562
Heritage Financial Services
Massachusetts
$697M +$25M +4% 1.29% 38.3% 108 6.48% 1.6
Hendershot Investments
2563
Hendershot Investments
Virginia
$696M -$3.5M -0.5% 0.29% 50.5% 137 8.76% 5.1
Stanley-Laman Group
2564
Stanley-Laman Group
Pennsylvania
$696M -$17.3M -2% 1.83% 114% 288 19.79% 1.9
Continuum Advisory
2565
Continuum Advisory
Idaho
$694M +$25.8M +4% 2.61% 77% 1,761 6.81% 0.9
ShawSpring Partners
2566
ShawSpring Partners
Massachusetts
$693M -$85.3M -11% 3.76% 3.53% 10 20% 2
Qtron Investments
2567
Qtron Investments
Massachusetts
$692M -$13.9M -2% 5.79% 140% 507 18.15% 2.1
Moloney Securities Asset Management
2568
Moloney Securities Asset Management
Missouri
$692M +$28.1M +4% 2.54% 86% 519 18.3% 3.3
Center for Financial Planning
2569
Center for Financial Planning
Michigan
$692M +$22.7M +3% 1.4% 57.5% 634 11.83% 3.1
TCOT
2570
Trust Company of Toledo
Ohio
$691M +$51.8M +8% 4.13% 109% 237 6.75% 6.2
Eubel Brady & Suttman Asset Management
2571
Eubel Brady & Suttman Asset Management
Ohio
$691M -$94.8M -12% 5.16% 40.2% 99 15.15% 4.2
WCM
2572
Wallace Capital Management
Texas
$690M -$43M -6% 3.6% 62.3% 81 7.41% 5
Security National Bank
2573
Security National Bank
Nebraska
$689M +$28.1M +4% 5.59% 113% 295 8.47% 1.8
Dillon & Associates
2574
Dillon & Associates
Michigan
$688M +$51.3M +8% 9.36% 117% 83 4.82% 7
Resources Management Corp
2575
Resources Management Corp
Connecticut
$687M +$2.78M +0.4% 2.19% 78.5% 451 7.54% 4.4