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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)
Trustco Bank (New York)
8051
Trustco Bank (New York)
New York
$111M -$141K -0.1% 4.57% 131% 72 5.56% 7.8
New Covenant Trust Company
8052
New Covenant Trust Company
Indiana
$111M +$3.44M +3% 3.08% – 91 5.49% 1.5
Prosperity Bancshares
8053
Prosperity Bancshares
Texas
$111M – – 3.4% – 396 – 0
Carl Stuart Investment Advisor
8054
Carl Stuart Investment Advisor
Texas
$111M +$4.37M +4% 6.03% 84.4% 18 11.11% 2.4
MCFP
8055
McCarley & Cook Financial Planners
Ohio
$111M – – 2.93% – 294 – 0
Ruggiero Investments
8056
Ruggiero Investments
Florida
$111M – – 2.88% – 78 – 0
Wasserstein Debt Opportunities Management
8057
Wasserstein Debt Opportunities Management
New York
$111M +$4.58M +4% 8.88% – 1 0% 2
Courant Investment Management
8058
Courant Investment Management
Tennessee
$111M -$15.9M -13% 5.18% 35.2% 7 14.29% 4.6
TWM
8059
Todd Wealth Management
Florida
$111M – – 2.61% – 100 – 0
Miller Global Investments
8060
Miller Global Investments
Texas
$110M – – 4.7% – 246 – 0
Parrish Capital
8061
Parrish Capital
Georgia
$110M – – 4.68% – 86 – 0
Lane Generational
8062
Lane Generational
Massachusetts
$110M -$10M -8% 5.86% 148% 38 28.95% 2.1
ICM
8063
Incision Capital Management
California
$110M – – 3.05% – 6 – 0
PrairieView Wealth Partners
8064
PrairieView Wealth Partners
Illinois
$110M +$3.79M +4% 1.16% – 30 3.33% 1.2
Hardworking Capital Advisors
8065
Hardworking Capital Advisors
California
$110M – – 0.12% – 84 – 0
Ahara Advisors
8066
Ahara Advisors
New Jersey
$110M – – 3.63% – 50 – 0
HIIL
8067
HS Investments IV Ltd
$110M – – 47.4% – 2 – 0
Ramsey Quantitative Systems
8068
Ramsey Quantitative Systems
Kentucky
$110M +$4.57M +4% 0.91% 51.1% 16 87.5% 0.6
Graetz Wealth
8069
Graetz Wealth
Michigan
$110M – – 0.97% – 77 – 0
Infinity Wealth Counsel
8070
Infinity Wealth Counsel
Ohio
$110M +$6.59M +6% 1.03% – 65 6.15% 0.9
Titan Investment Management
8071
Titan Investment Management
Indiana
$110M – – 0.64% – 39 – 0
Banta Asset Management
8072
Banta Asset Management
California
$110M – – 1.15% – 17 – 4.4
PWM
8073
Pathway Wealth Management
Texas
$110M – – 8.28% – 29 – 0
CFG Wealth Management Services
8074
CFG Wealth Management Services
Indiana
$110M – – 0.54% – 157 – 0
Kitching Partners
8075
Kitching Partners
Pennsylvania
$110M +$3.7M +3% 2.2% 45.8% 47 27.66% 1.1