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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)
Pioneer Wealth Management Group
4751
Pioneer Wealth Management Group
Texas
$310M +$40.1M +15% 5.18% – 52 13.46% 1.6
Weybosset Research & Management
4752
Weybosset Research & Management
Rhode Island
$310M +$18.9M +6% 9.26% 74.8% 35 0% 5.7
Reston Wealth Management
4753
Reston Wealth Management
Virginia
$310M +$24.4M +9% 7.17% 66.4% 56 8.93% 4
EWA
4754
ERTS Wealth Advisors
Michigan
$310M +$19.7M +7% 4.31% 39.3% 31 6.45% 4.1
Old Point Trust & Financial Services N A
4755
Old Point Trust & Financial Services N A
Virginia
$310M +$23M +8% 7.8% 87.3% 338 13.02% 3.2
Cabot-Wellington
4756
Cabot-Wellington
Massachusetts
$309M +$18.8M +6% 7.37% 73.1% 5 0% 5.1
Wealth Management Resources
4757
Wealth Management Resources
Rhode Island
$309M +$16.2M +6% 3.71% 37.7% 32 0% 2.8
Ferguson Shapiro
4758
Ferguson Shapiro
Georgia
$309M +$12.3M +4% 4.19% 42.7% 88 34.09% 1.4
Groupe des Assurances du Credit Mutuel
4759
Groupe des Assurances du Credit Mutuel
France
$309M -$44.8M -13% 4.03% – 8 75% 0.3
Reliant Wealth Planning
4760
Reliant Wealth Planning
Kentucky
$309M +$52.4M +20% 5.44% 39.4% 53 26.42% 1.2
Union Heritage Capital
4761
Union Heritage Capital
Michigan
$308M +$21.2M +7% 8.73% 82.1% 64 1.56% 3.8
Precision Wealth Strategies
4762
Precision Wealth Strategies
Missouri
$308M +$223K +0.1% 7.25% 106% 214 41.12% 0.7
WealthCare Investment Partners
4763
WealthCare Investment Partners
Rhode Island
$308M +$30.1M +11% 7.3% 62.6% 173 10.4% 2.3
Verger Capital Management
4764
Verger Capital Management
North Carolina
$308M +$54M +21% 6.67% 58.3% 15 13.33% 7.3
First United Bank & Trust
4765
First United Bank & Trust
Maryland
$308M +$21.2M +7% 7.87% 78% 429 11.89% 3.4
Omnia Family Wealth
4766
Omnia Family Wealth
Florida
$308M +$32M +12% 8.87% 80.6% 109 13.76% 3.9
NIA Impact Advisors
4767
NIA Impact Advisors
California
$308M +$18.4M +6% 8.29% – 103 7.77% 2
Quaker Wealth Management
4768
Quaker Wealth Management
New Jersey
$307M +$8.85M +3% 5.87% – 913 12.71% 0.2
Auour Investments
4769
Auour Investments
Massachusetts
$307M +$16.3M +6% 4.49% 39.2% 90 13.33% 1.7
Essex Woodlands Management
4770
Essex Woodlands Management
Texas
$307M +$28M +10% 11.5% 55% 6 0% 6.3
Squire Investment Management Company
4771
Squire Investment Management Company
Utah
$307M +$35.6M +13% 7.54% – 69 5.8% 1.5
Rossby Financial
4772
Rossby Financial
Florida
$307M +$35.9M +13% 8.95% – 1,526 21.36% 0.4
Luminvest Wealth Management
4773
Luminvest Wealth Management
Arizona
$307M +$27.8M +10% 5.54% 47.7% 46 10.87% 1.1
Passive Capital Management
4774
Passive Capital Management
Maryland
$307M -$14.7M -5% 5.32% 37.7% 89 8.99% 2.1
Nicollet Investment Management
4775
Nicollet Investment Management
Minnesota
$307M +$8M +3% 8.68% 104% 73 2.74% 4.9