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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
TWD
4001
True Wealth Design
Ohio
$273M +$35M +15% 3.01% 53% 893 16.01%
CSUI
4002
Cincinnati Specialty Underwriters Insurance
Ohio
$273M +$22.6M +9% 10.6% 115% 38 0%
OLVIG
4003
Oliver Lagore Vanvalin Investment Group
Michigan
$273M +$39.1M +17% 3.79% 857 27.3%
WRM
4004
Weybosset Research & Management
Rhode Island
$273M +$8.11M +3% 7.12% 73.4% 62 30.65%
MCA
4005
MSH Capital Advisors
Arizona
$273M +$38.8M +17% 4.08% 66.5% 222 14.41%
BA
4006
Bridge Advisory
California
$273M +$13.6M +5% 1.02% 6.7% 133 8.27%
W
4007
WealthOne
New York
$273M +$16.5M +6% 7.44% 23.4% 117 17.09%
RDIA
4008
RE Dickinson Investment Advisors
Iowa
$272M -$23.7M -8% 2.57% 2.24% 453 16.11%
FI
4009
Financial Insights
Washington
$272M +$26.6M +11% 8.03% 71.9% 164 9.76%
HVCM
4010
Hel Ved Capital Management
Hong Kong
$272M +$70.6M +35% 13.4% 1,351% 41 60.98%
2C
4011
272 Capital
Texas
$272M +$30.7M +13% 24.3% 213% 83 48.19%
WKWM
4012
Walter & Keenan Wealth Management
Indiana
$272M +$8.77M +3% 7.41% 92% 147 6.12%
OAM
4013
Odey Asset Management
United Kingdom
$272M 4.49% 29
HCM
4014
Harvey Capital Management
Florida
$272M +$18.3M +7% 12.9% 147% 87 18.39%
T
4015
TRUADVICE
Florida
$272M +$19.6M +8% 5.22% 21.6% 280 17.5%
DI
4016
DDFG Inc
California
$272M +$14.4M +6% 4.36% 50.9% 73 4.11%
AWM
4017
Atticus Wealth Management
Florida
$271M +$9.59M +4% 6.66% 63.8% 623 18.14%
RCP
4018
Rothschild Capital Partners
New York
$271M +$27.5M +11% 9.12% 90.8% 30 10%
SFC
4019
Strategic Financial Concepts
Texas
$271M +$23.4M +9% 5.28% 56.8% 268 15.3%
OHWA
4020
Oak Hill Wealth Advisors
Virginia
$271M +$17.3M +7% 6.16% 48% 109 4.59%
DEA
4021
DoubleLine ETF Adviser
Florida
$271M +$36.2M +15% 9.58% 51.6% 259 64.09%
IAM
4022
Innovis Asset Management
Illinois
$271M +$24.2M +10% 10.8% 186 26.34%
AGAM
4023
Avalon Global Asset Management
California
$271M +$67.8M +33% 16.5% 278% 35 34.29%
ASW
4024
Astoria Strategic Wealth
Texas
$271M +$11.7M +5% 3.16% 42.1% 33 6.06%
M2MC
4025
Matthew 25 Management Corp
Pennsylvania
$271M +$14.2M +6% 9.98% 141% 24 16.67%