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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)
True Wealth Design
4626
True Wealth Design
Ohio
$341M +$13.9M +4% 2.8% 57% 2,879 17.02% 1.3
Missouri Trust & Investment Company
4627
Missouri Trust & Investment Company
Missouri
$341M +$2.39M +0.7% 0.32% 81.6% 420 6.19% 3.2
Argonautica Private Wealth Management
4628
Argonautica Private Wealth Management
Massachusetts
$341M -$1.97M -0.6% 4.93% 167% 199 16.08% 2
Focused Alpha LLC
4629
Focused Alpha LLC
Colorado
$340M – – 4.36% – 243 – 0
Bridge City Capital
4630
Bridge City Capital
Oregon
$340M -$34.2M -9% 5.51% 120% 115 12.17% 4.3
Ironwood Wealth Management (Arizona)
4631
Ironwood Wealth Management (Arizona)
Arizona
$340M +$41.7M +14% 1.17% 34.2% 48 16.67% 5.7
CAGAS
4632
Capital Advisory Group Advisory Services
Minnesota
$340M +$18.8M +6% 2.66% 54.8% 186 11.29% 2.9
IP
4633
Indigo Partners
Arizona
$340M +$45.6M +15% 16.1% 2.56% 2 0% 4.5
Parkwoods Wealth Partners
4634
Parkwoods Wealth Partners
New York
$340M +$46.8M +16% 3.32% – 109 12.84% 0.6
Veracity Capital
4635
Veracity Capital
Georgia
$340M +$26.2M +8% 4.75% 149% 256 12.5% 2.8
Stolper & Co
4636
Stolper & Co
Oklahoma
$339M +$9.46M +3% 2.99% 77.1% 89 0% 4.2
Lexington Partners
4637
Lexington Partners
New York
$339M +$9.04M +3% 1.19% 24.5% 6 50% 1
Knuff & Co
4638
Knuff & Co
California
$339M -$5.9M -2% 1.99% 108% 137 16.06% 4.2
ITIM
4639
Indiana Trust & Investment Management
Indiana
$339M +$10.4M +3% 4.22% 114% 491 8.76% 3.4
Newton One Investments
4640
Newton One Investments
Delaware
$339M +$1.33M +0.4% 1.2% 42% 121 1.65% 2.3
Graybill Wealth Management
4641
Graybill Wealth Management
Illinois
$339M +$13.6M +4% 3.79% – 84 5.95% 4.9
Elmind Capital
4642
Elmind Capital
New York
$339M – – 51.2% – 34 – 0
Sweeney & Michel
4643
Sweeney & Michel
California
$339M +$41.3M +14% 4.01% – 146 9.59% 2
Omnia Family Wealth
4644
Omnia Family Wealth
Florida
$339M +$30.7M +10% 3.81% 80.6% 111 17.12% 3.9
LLWM
4645
Life Line Wealth Management
California
$339M +$10.6M +3% 3.9% – 38 2.63% 1.3
Jackson Creek Investment Advisors
4646
Jackson Creek Investment Advisors
Colorado
$338M -$7.07M -2% 7.1% 245% 375 48.8% 0.7
Manske Wealth Management
4647
Manske Wealth Management
Texas
$338M +$12.4M +4% 3.09% – 217 7.83% 0.8
KA
4648
Kooman & Associates
Pennsylvania
$338M +$13.8M +4% 2.66% 66% 55 9.09% 2.1
Verger Capital Management
4649
Verger Capital Management
North Carolina
$338M +$29.6M +10% 2.28% 58.3% 14 0% 7.6
Mendon Capital Advisors
4650
Mendon Capital Advisors
Florida
$338M +$76.9M +30% 12.2% – 79 31.65% 1.6