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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)
JNBA Financial Advisors
2151
JNBA Financial Advisors
Minnesota
$965M -$14.6M -1% 1.07% 66.8% 692 12.86% 5.7
Wescott Financial Advisory Group
2152
Wescott Financial Advisory Group
Pennsylvania
$965M -$424K -0% 1.19% 55.5% 180 7.78% 2.6
Amplius Wealth Advisors
2153
Amplius Wealth Advisors
Pennsylvania
$962M -$13.8M -1% 2.26% 58% 190 10.53% 2.2
GA
2154
GRS Advisors
Illinois
$961M -$52.7M -5% 0.63% 54.3% 41 48.78% 0.6
AH
2155
Allen Holding
New York
$961M +$49.3M +5% 13.1% 185% 14 0% 7.1
Tortoise Investment Management
2156
Tortoise Investment Management
New York
$960M +$13.1M +1% 0.04% 40.2% 894 10.4% 5.3
Crescent Grove Advisors
2157
Crescent Grove Advisors
Illinois
$960M -$49M -5% 4.54% 64.1% 291 14.43% 3.8
Moody National Bank Trust Division
2158
Moody National Bank Trust Division
Texas
$959M +$3.03M +0.3% 2.87% 115% 514 11.48% 4.5
Townsend & Associates
2159
Townsend & Associates
Colorado
$959M -$17.4M -2% 4.35% 58% 106 10.38% 2.6
Meridiem Capital Partners
2160
Meridiem Capital Partners
Texas
$959M -$178M -16% 4.96% – 98 72.45% 0.1
PrairieView Partners
2161
PrairieView Partners
Minnesota
$958M +$1.68M +0.2% 0.01% 34% 402 6.72% 3.9
Traphagen Investment Advisors
2162
Traphagen Investment Advisors
New Jersey
$958M -$25M -3% 1.77% 65.8% 192 10.94% 3.2
Petredis Investment Advisors
2163
Petredis Investment Advisors
Pennsylvania
$957M -$11.1M -1% 4.4% 158% 102 5.88% 2
FourThought Financial Partners
2164
FourThought Financial Partners
Florida
$956M -$7.07M -0.7% 0.68% 95.9% 338 11.83% 1.1
Pertento Partners
2165
Pertento Partners
United Kingdom
$955M -$226M -19% 2.57% 196% 31 41.94% 1
Quent Capital
2166
Quent Capital
New York
$953M -$13.6M -1% 0.82% 78.1% 1,375 5.96% 2.6
Avenir Corporation
2167
Avenir Corporation
Virginia
$953M -$23.8M -2% 1.67% 34.4% 72 6.94% 6.2
Certuity
2168
Certuity
Florida
$953M +$32.2M +3% 0.94% 197% 434 18.2% 2
Conservest Capital Advisors
2169
Conservest Capital Advisors
Pennsylvania
$952M -$15.9M -2% 1.88% 58.6% 118 14.41% 1.8
Asset Advisors Investment Management
2170
Asset Advisors Investment Management
Georgia
$952M -$4.2M -0.4% 0.32% 67.5% 113 5.31% 4.2
Kensington Asset Management
2171
Kensington Asset Management
Texas
$952M -$755M -44% 0.35% 38.1% 35 42.86% 0.7
Diversified Portfolios Inc
2172
Diversified Portfolios Inc
Michigan
$951M +$33.9M +4% 0.43% 40.2% 153 12.42% 3.8
RMR Wealth Builders
2173
RMR Wealth Builders
New Jersey
$950M -$17.4M -2% 3.71% 91.7% 271 9.96% 2.6
Moss Adams Wealth Advisors
2174
Moss Adams Wealth Advisors
Washington
$950M +$3.45M +0.4% 2.97% 79.6% 238 21.43% 1.2
Johnson Financial Group LLC (Colorado)
2175
Johnson Financial Group LLC (Colorado)
Colorado
$948M +$93.6M +11% 0.81% 66.9% 104 56.73% 1.4