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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)
Ledge Wealth Management
4401
Ledge Wealth Management
Minnesota
$223M +$13.5M +6% 2.74% – 63 6.35% 1.4
Argonautica Private Wealth Management
4402
Argonautica Private Wealth Management
Massachusetts
$223M +$196K +0.1% 2.22% 158% 197 15.74% 0.6
Zeno Research
4403
Zeno Research
New York
$223M +$42.4M +24% 1.75% 25.2% 37 59.46% 0.4
AMI Investment Management
4404
AMI Investment Management
Indiana
$223M -$2.78M -1% 2.09% 52% 63 14.29% 5.4
LPWM LLC
4405
LPWM LLC
Minnesota
$222M -$4.26M -2% 3.64% 59.4% 69 5.8% 2.5
Midwest Professional Planners Ltd (MPPL)
4406
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222M -$5.94M -3% 2.98% 136% 130 8.46% 3.1
Missouri Trust & Investment Company
4407
Missouri Trust & Investment Company
Missouri
$222M +$44.6M +25% 5.34% 65.1% 474 13.71% 1.4
Cloverfields Capital Group
4408
Cloverfields Capital Group
Minnesota
$222M -$87.8M -28% 1.83% 101% 81 11.11% 1.5
Delta Financial Advisors
4409
Delta Financial Advisors
Louisiana
$222M -$4.44M -2% 2.75% 107% 121 2.48% 3.5
Forest Avenue Capital Management
4410
Forest Avenue Capital Management
Florida
$222M +$3.57M +2% 7.86% 415% 36 47.22% 0.3
Cutler Capital Management
4411
Cutler Capital Management
Massachusetts
$222M +$8.76M +4% 0.31% 39.7% 113 9.73% 2.8
Old Point Trust & Financial Services N A
4412
Old Point Trust & Financial Services N A
Virginia
$221M -$18.7M -8% 2.6% 87.3% 269 69.52% 6.9
Prentice Wealth Management
4413
Prentice Wealth Management
New York
$221M +$873K +0.4% 3.11% 47.8% 101 8.91% 1.4
Weaver Consulting Group
4414
Weaver Consulting Group
California
$221M -$5.21M -2% 3% 56.4% 193 7.77% 2.7
Wakefield Asset Management
4415
Wakefield Asset Management
Colorado
$221M -$29.9M -12% 2.62% 139% 179 36.31% 1.1
DCM Advisors
4416
DCM Advisors
New York
$221M -$12.1M -5% 1.73% 99.3% 82 10.98% 1.8
EE
4417
EWG Elevate
California
$221M -$20.6M -9% 2.77% 76% 114 29.82% 1.6
Stephens Group
4418
Stephens Group
Arkansas
$221M -$21.9M -9% 6.52% 45% 4 0% 1.6
Windward Private Wealth Management
4419
Windward Private Wealth Management
Kansas
$221M -$4.67M -2% 3.09% 35.5% 48 6.25% 2.5
Brown, Lisle/Cummings
4420
Brown, Lisle/Cummings
Rhode Island
$221M -$2.53M -1% 2.39% 82.3% 569 5.62% 1.5
PFA
4421
Professional Financial Advisors
Nebraska
$221M +$27.5M +14% 3.31% 59.2% 96 26.04% 1.8
Trustees of Dartmouth College
4422
Trustees of Dartmouth College
New Hampshire
$221M -$6.2M -3% 2.87% 52.5% 3 33.33% 2.2
MHP
4423
Manatuck Hill Partners
Connecticut
$221M +$10M +5% 5.94% 556% 141 47.52% 1
Drake & Associates
4424
Drake & Associates
Wisconsin
$221M -$2.9M -1% 3.01% 47.9% 78 12.82% 1
MY.Alpha Management HK Advisors
4425
MY.Alpha Management HK Advisors
Hong Kong
$221M $0 0% 5.46% 423% 11 0% 1