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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
TI
3751
tru Independence
Oregon
$329M +$40.4M +14% 12.6% 42.5% 123 17.07%
SIG
3752
Spinnaker Investment Group
California
$329M +$31.9M +11% 9.15% 48.6% 94 22.34%
RWML
3753
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$329M +$35.2M +12% 8.1% 35.8% 1,078 2.97%
VAS
3754
Valicenti Advisory Services
New York
$329M +$36.1M +12% 12.6% 119% 89 21.35%
VFPI
3755
Vantage Financial Partners (Illinois)
Illinois
$329M +$155M +89% 10% 13.1% 109 24.77%
CSC
3756
Cook Street Consulting
Colorado
$329M +$29.8M +10% 8.43% 2 0%
DWA
3757
Dorsey Wright & Associates
California
$329M +$7.33M +2% 13.8% 246% 311 65.92%
AGC
3758
Aspen Grove Capital
Colorado
$328M +$59M +22% 13% 77% 201 19.9%
PCA
3759
Peddock Capital Advisors
Massachusetts
$328M +$28.3M +9% 8.43% 104% 152 7.89%
SFG
3760
Sovereign Financial Group
Connecticut
$328M +$47M +17% 9.24% 90.7% 256 16.02%
WIC
3761
Whitegate Investment Counselors
New Hampshire
$328M +$29.2M +10% 9.29% 40.3% 62 4.84%
MC
3762
MSD Capital
New York
$328M -$12.5M -4% 13.6% 19.8% 5 40%
TPC
3763
Takeda Pharmaceutical Company
Japan
$327M 19.9% 14
FPF
3764
First Pacific Financial
Washington
$327M +$103M +46% 10.1% 48.5% 389 38.3%
DA
3765
Denali Advisors
California
$327M +$42.5M +15% 21.5% 85.8% 530 26.6%
OCM
3766
Ogborne Capital Management
California
$327M +$134M +70% 14.8% 223% 18 55.56%
CSC
3767
Cove Street Capital
California
$327M +$31.3M +11% 11.9% 84.2% 85 22.35%
MDCM
3768
Morgan Dempsey Capital Management
Wisconsin
$327M +$5.53M +2% 6.55% 40.8% 127 11.02%
NC
3769
Nokomis Capital
Texas
$327M +$42.1M +15% 19.2% 204% 61 37.7%
NWA
3770
New World Advisors
Massachusetts
$326M +$39.6M +14% 6.7% 95.9% 71 21.13%
IPW
3771
Inlet Private Wealth
Florida
$326M +$22.2M +7% 10.1% 77.6% 122 7.38%
DA
3772
Doliver Advisors
Texas
$326M -$6.15M -2% 1.34% 81% 153 11.76%
MIM
3773
Montgomery Investment Management
Maryland
$325M +$35.3M +12% 14.9% 98.4% 89 4.49%
GWM
3774
GSB Wealth Management
Connecticut
$325M +$26.6M +9% 8.21% 61.8% 209 9.09%
MHR
3775
Matthew Hamilton Rosenberg
$325M +$24.9M +8% 7.56% 48.3% 973 9.04%