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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
PIA
2551
Perennial Investment Advisors
California
$701M +$41.9M +6% 3.92% 84.3% 401 17.96%
CIA
2552
Compass Ion Advisors
Pennsylvania
$700M +$4.19M +0.6% 0.98% 68.9% 229 1.31%
PWPS
2553
Pinnacle Wealth Planning Services
Ohio
$700M +$17.3M +3% 2.6% 82.1% 557 17.77%
HWA
2554
HCR Wealth Advisors
California
$700M +$40.3M +6% 7.15% 91% 234 10.68%
FWM
2555
Focused Wealth Management
New York
$699M +$48.4M +7% 3.46% 73.9% 275 42.18%
MBTD
2556
Mechanics Bank - Trust Department
California
$699M +$17.7M +3% 3.2% 67.2% 202 7.43%
NAM
2557
NTV Asset Management
West Virginia
$699M +$42.5M +6% 3.34% 97.8% 264 7.2%
MIG
2558
McGuire Investment Group
Rhode Island
$697M +$12.9M +2% 5.41% 184% 117 4.27%
RWA
2559
River Wealth Advisors
Pennsylvania
$697M +$9.3M +1% 2.95% 80.3% 209 8.13%
HFS
2560
Heritage Financial Services
Massachusetts
$697M +$25M +4% 1.29% 38.3% 108 6.48%
HI
2561
Hendershot Investments
Virginia
$696M -$3.5M -0.5% 0.29% 50.5% 137 8.76%
SLG
2562
Stanley-Laman Group
Pennsylvania
$696M -$17.3M -2% 1.83% 124% 288 19.79%
CA
2563
Continuum Advisory
Idaho
$694M +$25.8M +4% 2.61% 77% 1,761 6.81%
SP
2564
ShawSpring Partners
Massachusetts
$693M -$85.3M -11% 3.76% 3.53% 10 20%
QI
2565
Qtron Investments
Massachusetts
$692M -$13.9M -2% 5.79% 139% 507 18.15%
MSAM
2566
Moloney Securities Asset Management
Missouri
$692M +$28.1M +4% 2.54% 86% 519 18.3%
CFFP
2567
Center for Financial Planning
Michigan
$692M +$22.7M +3% 1.4% 57.5% 634 11.83%
TCOT
2568
Trust Company of Toledo
Ohio
$691M +$51.8M +8% 4.13% 93.8% 237 6.75%
EBSAM
2569
Eubel Brady & Suttman Asset Management
Ohio
$691M -$94.8M -12% 5.16% 40.2% 99 15.15%
WCM
2570
Wallace Capital Management
Texas
$690M -$43M -6% 3.6% 62.3% 81 7.41%
SNB
2571
Security National Bank
Nebraska
$689M +$28.1M +4% 5.59% 113% 295 8.47%
DA
2572
Dillon & Associates
Michigan
$688M +$51.3M +8% 9.36% 98.2% 83 4.82%
RMC
2573
Resources Management Corp
Connecticut
$687M +$2.78M +0.4% 2.19% 78.5% 451 7.54%
SWA
2574
Strategies Wealth Advisors
Michigan
$687M +$36.6M +6% 1.08% 64.6% 101 10.89%
GIP
2575
Greatmark Investment Partners
Georgia
$686M -$18.1M -3% 1.3% 62% 129 3.1%