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
UWPG
2501
Ullmann Wealth Partners Group
Florida
$673M +$59.9M +10% 116
HFS
2502
Heritage Financial Services
Massachusetts
$672M +$84.3M +14% 113
BEAM
2503
Baker Ellis Asset Management
Washington
$672M +$47.6M +8% 224
WCM
2504
WestBridge Capital Management
Mauritius
$671M -$334M -33% 3
VCM
2505
Vision Capital Management
Oregon
$670M +$29M +5% 121
SVCP
2506
Silicon Valley Capital Partners
California
$670M +$73.9M +12% 403
CFFP
2507
Center for Financial Planning
Michigan
$669M +$125M +23% 622
DSAM
2508
Dock Street Asset Management
Florida
$669M +$29M +5% 47
SPC
2509
Stewart & Patten Company
California
$669M +$29.6M +5% 99
FTM
2510
First Turn Management
California
$668M -$27.9M -4% 40
BA
2511
Bridgewater Advisors
New York
$668M +$8.12M +1% 107
CA
2512
Continuum Advisory
Idaho
$668M -$35M -5% 1,712
TIP
2513
Torray Investment Partners
Maryland
$668M +$49.7M +8% 98
PAMG
2514
Patton Albertson Miller Group
Tennessee
$667M +$68.1M +11% 207
CHC
2515
City Holding Co
West Virginia
$667M +$46.3M +7% 500
RIA
2516
RPG Investment Advisory
California
$666M +$52.1M +8% 88
NRA
2517
NSI Retail Advisors
Pennsylvania
$666M +$47M +8% 49
FPIS
2518
Financial Planning & Information Services
Wisconsin
$666M +$31.3M +5% 89
MG
2519
Magnolia Group
Nebraska
$664M -$14.5M -2% 11
MSAM
2520
Moloney Securities Asset Management
Missouri
$664M +$39.3M +6% 512
QCM
2521
Quadratic Capital Management
Connecticut
$663M -$138M -17% 2
KI
2522
Koch Industries
Kansas
$662M -$226M -25% 8
EWM
2523
Evermay Wealth Management
Virginia
$662M +$121M +22% 741
AWA
2524
Alaska Wealth Advisors
Alaska
$662M +$61.2M +10% 142
VNA
2525
Valley National Advisers
Pennsylvania
$662M +$31.5M +5% 1,307