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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)
Bourgeon Capital Management
3351
Bourgeon Capital Management
Connecticut
$554M +$47.3M +9% 9.45% 121% 119 18.49% 3.9
Kirr Marbach & Co
3352
Kirr Marbach & Co
Indiana
$554M +$48.1M +10% 9.36% 121% 59 10.17% 4.1
Arvin Capital Management
3353
Arvin Capital Management
Texas
$554M +$65.4M +13% 7.48% – 54 59.26% 0.4
Ellis Investment Partners
3354
Ellis Investment Partners
Pennsylvania
$554M +$39.1M +8% 8.23% 70.8% 248 8.47% 4.7
Legacy Financial Strategies
3355
Legacy Financial Strategies
Kansas
$554M +$44.1M +9% 6.97% 76.7% 140 12.86% 2.9
Truvestments Capital
3356
Truvestments Capital
Florida
$553M +$53.4M +11% 11.3% 131% 1,133 19.59% 1.4
SP
3357
Saranac Partners
$552M +$364M +193% 3.1% 69% 326 53.99% 0.2
Essex LLC
3358
Essex LLC
Illinois
$552M +$43.7M +9% 10.7% 91.4% 187 12.83% 2.7
Trigran Investments
3359
Trigran Investments
Illinois
$552M -$24.3M -4% 15.1% 30.2% 17 5.88% 4.3
Hiddenite Capital Partners
3360
Hiddenite Capital Partners
New York
$551M +$169M +44% 19.7% 466% 45 73.33% 0.4
CoreCommodity Management
3361
CoreCommodity Management
Connecticut
$551M -$56.5M -9% 18.6% 65.8% 149 21.48% 3.6
Brady Martz Wealth Solutions
3362
Brady Martz Wealth Solutions
North Dakota
$551M +$33.9M +7% 6.17% – 152 5.92% 0.7
Aire Advisors
3363
Aire Advisors
California
$551M +$34.5M +7% 8.82% 77.4% 173 8.09% 2.5
Sensible Financial Planning & Management
3364
Sensible Financial Planning & Management
Massachusetts
$551M +$24M +5% 2.92% 24.5% 37 16.22% 6.5
Elgethun Capital Management
3365
Elgethun Capital Management
South Dakota
$551M +$53.7M +11% 5.9% 61.5% 160 8.13% 4.7
Concord Asset Management (Virginia)
3366
Concord Asset Management (Virginia)
Virginia
$551M -$114M -17% 5.85% 64.7% 202 40.59% 2.1
Canvas Wealth Advisors
3367
Canvas Wealth Advisors
Kansas
$550M +$42.8M +8% 12.7% 115% 227 14.54% 1.9
DGS Capital Management
3368
DGS Capital Management
New Jersey
$550M +$65.5M +14% 8.7% 177% 460 25.43% 1.6
Inspire Trust Company
3369
Inspire Trust Company
Nevada
$549M +$64.6M +13% 6.67% – 113 7.96% 1.5
Affiance Financial
3370
Affiance Financial
Minnesota
$549M +$56.9M +12% 6.82% 57.8% 108 7.41% 5.6
OP
3371
ORG Partners
Indiana
$549M +$79.7M +17% 9.53% 69.5% 1,723 16.42% 1
Austin Asset Management
3372
Austin Asset Management
Texas
$548M +$35M +7% 6.76% 93.4% 76 5.26% 2.5
Wedgewood Partners
3373
Wedgewood Partners
Missouri
$548M +$32.7M +6% 8.13% 78.1% 19 0% 6.2
Quadrant Private Wealth Management
3374
Quadrant Private Wealth Management
Pennsylvania
$548M +$65.4M +14% 8.68% 87.9% 267 11.99% 3.5
Lawson Kroeker Investment Management
3375
Lawson Kroeker Investment Management
Nebraska
$548M +$10M +2% 4.52% 69.7% 101 5.94% 4.5