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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)
John G. Ullman & Associates
2301
John G. Ullman & Associates
New York
$623M -$98.6M -14% 9.73% 156% 177 16.38% 3.5
Tompkins Financial
2302
Tompkins Financial
New York
$622M -$87.2M -12% 10.9% 84.4% 627 9.57% 3.3
CCM Investment Advisers
2303
CCM Investment Advisers
South Carolina
$622M -$111M -15% 14.3% 170% 68 7.35% 4.3
Advocacy Wealth Management Services
2304
Advocacy Wealth Management Services
Georgia
$622M +$46.8M +8% 9.11% 48.3% 211 35.07% 2.7
HVM
2305
Harvest Volatility Management
Connecticut
$621M -$264M -30% 19.8% 24.3% 141 1.42% 1.1
PWMAG
2306
Pinnacle Wealth Management Advisory Group
New Jersey
$620M -$73.8M -11% 13.2% 90.7% 311 18.65% 3
Essex Investment Management
2307
Essex Investment Management
Massachusetts
$619M -$183M -23% 17.2% 370% 451 19.51% 2.6
Resources Management Corp
2308
Resources Management Corp
Connecticut
$619M -$96.9M -14% 12.2% 78.5% 535 7.29% 2.8
Amplius Wealth Advisors
2309
Amplius Wealth Advisors
Pennsylvania
$618M -$31.8M -5% 13.5% 58% 204 29.9% 0.4
LP
2310
LGL Partners
Pennsylvania
$618M -$129M -17% 14.8% 68.9% 106 10.38% 3
Arosa Capital Management
2311
Arosa Capital Management
Florida
$617M +$32.6M +6% 15.4% 536% 91 61.54% 0.3
Aozora Bank
2312
Aozora Bank
Japan
$616M +$287M +87% 10% 5.45% 4 50% 2.2
PAM
2313
Private Asset Management
California
$616M -$122M -17% 14.1% 38.2% 148 5.41% 5.2
Hills Bank & Trust
2314
Hills Bank & Trust
Iowa
$615M -$86.6M -12% 14.6% 52.8% 267 11.61% 4.2
Vista Capital Partners
2315
Vista Capital Partners
Oregon
$614M -$158M -20% 16.1% 61.2% 98 22.45% 4.4
NJ State Employees Deferred Compensation Plan
2316
NJ State Employees Deferred Compensation Plan
New Jersey
$614M -$126M -17% 13.4% 127% 501 5.19% 5.6
Financial Synergies Wealth Advisors
2317
Financial Synergies Wealth Advisors
Texas
$614M -$21.2M -3% 14.8% 79% 495 88.28% 0.3
Lyell Wealth Management
2318
Lyell Wealth Management
California
$613M -$164M -21% 19.6% 128% 203 8.37% 2.8
Makena Capital Management
2319
Makena Capital Management
California
$613M -$211M -26% 21.6% 78.7% 48 16.67% 1.3
Permian Investment Partners
2320
Permian Investment Partners
Texas
$613M -$222M -27% 17.7% 78.6% 21 47.62% 1.2
Mane Global Capital Management
2321
Mane Global Capital Management
New York
$613M +$79M +15% 8.99% 423% 43 76.74% 0.2
Fort Point Capital Partners
2322
Fort Point Capital Partners
California
$612M -$105M -15% 14.4% 62.2% 308 17.21% 2.2
St. James Investment Company
2323
St. James Investment Company
Texas
$612M -$43.5M -7% 10.9% 43.8% 29 0% 3
Red Cedar Investment Management
2324
Red Cedar Investment Management
Michigan
$611M -$106M -15% 13.4% 81.4% 96 14.58% 1.5
Heritage Trust
2325
Heritage Trust
Oklahoma
$611M -$96.8M -14% 13.3% – 261 13.41% 3.4