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
HWA
2451
HCR Wealth Advisors
California
$700M +$40.3M +6% 234
MBTD
2452
Mechanics Bank - Trust Department
California
$699M +$17.7M +3% 202
NAM
2453
NTV Asset Management
West Virginia
$699M +$42.5M +6% 264
PIA
2454
Perennial Investment Advisors
California
$698M +$41.5M +6% 375
MIG
2455
McGuire Investment Group
Rhode Island
$697M +$12.9M +2% 117
RWA
2456
River Wealth Advisors
Pennsylvania
$697M +$9.3M +1% 209
HFS
2457
Heritage Financial Services
Massachusetts
$697M +$25M +4% 108
AFM
2458
Anson Funds Management
Texas
$696M -$703M -50% 201
HI
2459
Hendershot Investments
Virginia
$696M -$3.5M -0.5% 137
SLG
2460
Stanley-Laman Group
Pennsylvania
$696M -$17.3M -2% 288
CA
2461
Continuum Advisory
Idaho
$694M +$25.8M +4% 1,763
SP
2462
ShawSpring Partners
Massachusetts
$693M -$85.3M -11% 10
QI
2463
Qtron Investments
Massachusetts
$692M -$13.9M -2% 507
MSAM
2464
Moloney Securities Asset Management
Missouri
$692M +$28.1M +4% 519
CFFP
2465
Center for Financial Planning
Michigan
$692M +$22.7M +3% 634
TCOT
2466
Trust Company of Toledo
Ohio
$691M +$51.8M +8% 237
EBSAM
2467
Eubel Brady & Suttman Asset Management
Ohio
$691M -$94.8M -12% 99
WCM
2468
Wallace Capital Management
Texas
$690M -$43M -6% 81
SNB
2469
Security National Bank
Nebraska
$689M +$28.1M +4% 295
DA
2470
Dillon & Associates
Michigan
$688M +$51.3M +8% 83
RMC
2471
Resources Management Corp
Connecticut
$687M +$2.78M +0.4% 451
SWA
2472
Strategies Wealth Advisors
Michigan
$687M +$36.6M +6% 101
GIP
2473
Greatmark Investment Partners
Georgia
$686M -$18.1M -3% 129
ANRF
2474
Adams Natural Resources Fund
Maryland
$685M -$23.7M -3% 55
MWA
2475
Monograph Wealth Advisors
California
$684M +$3.08M +0.5% 163