February 20, 2026 – Greenville, SC – The Jeffrey Group announced that its founder and managing partner, Jeff Herman, earned a 38th-place finish in the 2025 United States Investing Championship (Stock Division), an independent national investment competition that evaluates individual performance over a defined period.
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The United States Investing Championship is an independent, performance-based investment competition that ranks participants based on the results of their personal trading accounts during a defined competition period. Herman’s ranking reflects the performance of his own account and did not involve client portfolios or firm-managed assets.
The competition is open to individual traders using personal accounts with a minimum starting balance of $20,000, with rankings determined by percentage return. In a field of more than 550 participants trading equities and ETFs, Herman achieved a 30.2% return, placing 38th overall.
Over the years, the Championship has included or recognized many of the most respected names in trading and investment management, including Paul Tudor Jones, Mark Minervini, David Ryan, Louis Bacon, Edward O. Thorpe, Marty Schwartz, Tom Basso, Gil Blake, Sheen Kassouf, and others. Past participants have gone on to manage significant assets and receive significant media attention.
“This recognition reflects discipline, risk awareness, and decision-making under clearly defined constraints,” said Herman. “While competition performance and long-term wealth management are very different pursuits, I value opportunities that reinforce process, accountability, and respect for risk.”
The competition operates under specific rules, investment constraints, and evaluation criteria that may differ materially from those used in managing client portfolios at The Jeffrey Group. No compensation was provided in connection with this ranking beyond any standard competition entry fees, if applicable.
The Jeffrey Group serves individuals, families, and business owners through a long-term, goals-based investment philosophy focused on financial harmony, thoughtful asset allocation, and informed decision-making. The firm emphasizes education, transparency, and ongoing dialogue as central components of its advisory relationships.
Important Disclosures:
The ranking referenced above was awarded in 2025 and was based solely on the performance of a personal trading account during the competition period. Firm client accounts were not involved in the competition and did not achieve this performance. The competition may have included investment strategies, leverage, or constraints not applicable to client portfolios. Past performance is not indicative of future results.
About The Jeffrey Group
The Jeffrey Group is an independent wealth management and advisory firm based in Greenville, South Carolina. The firm works with clients to align investment strategy, risk management, and long-term planning around individual goals, income needs, and legacy considerations.