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
FCP
2451
Fidelis Capital Partners
Florida
$702M +$43.7M +7% 413
OCG
2452
Opus Capital Group
Ohio
$701M +$16.7M +2% 127
UWPG
2453
Ullmann Wealth Partners Group
Florida
$701M +$28.7M +4% 118
PIP
2454
Permian Investment Partners
Texas
$701M -$73.6M -10% 19
JWM
2455
JGP Wealth Management
Oregon
$701M +$12.3M +2% 178
CIA
2456
Compass Ion Advisors
Pennsylvania
$700M +$4.19M +0.6% 229
PWPS
2457
Pinnacle Wealth Planning Services
Ohio
$700M +$17.3M +3% 557
HWA
2458
HCR Wealth Advisors
California
$700M +$40.3M +6% 234
MBTD
2459
Mechanics Bank - Trust Department
California
$699M +$17.7M +3% 202
NAM
2460
NTV Asset Management
West Virginia
$699M +$42.5M +6% 264
PIA
2461
Perennial Investment Advisors
California
$698M +$41.5M +6% 375
MIG
2462
McGuire Investment Group
Rhode Island
$697M +$12.9M +2% 117
RWA
2463
River Wealth Advisors
Pennsylvania
$697M +$9.3M +1% 209
HFS
2464
Heritage Financial Services
Massachusetts
$697M +$25M +4% 108
AFM
2465
Anson Funds Management
Texas
$696M -$703M -50% 201
HI
2466
Hendershot Investments
Virginia
$696M -$3.5M -0.5% 137
SLG
2467
Stanley-Laman Group
Pennsylvania
$696M -$17.3M -2% 288
CA
2468
Continuum Advisory
Idaho
$694M +$25.8M +4% 1,763
SP
2469
ShawSpring Partners
Massachusetts
$693M -$85.3M -11% 10
QI
2470
Qtron Investments
Massachusetts
$692M -$13.9M -2% 507
MSAM
2471
Moloney Securities Asset Management
Missouri
$692M +$28.1M +4% 519
CFFP
2472
Center for Financial Planning
Michigan
$692M +$22.7M +3% 634
TCOT
2473
Trust Company of Toledo
Ohio
$691M +$51.8M +8% 237
EBSAM
2474
Eubel Brady & Suttman Asset Management
Ohio
$691M -$94.8M -12% 99
WCM
2475
Wallace Capital Management
Texas
$690M -$43M -6% 81