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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)
Trust Point Inc
2301
Trust Point Inc
Wisconsin
$1.18B +$27.5M +2% 15.8% 82.6% 568 26.76% 1.7
Knighthead Capital Management
2302
Knighthead Capital Management
New York
$1.18B -$343M -23% 40.4% 74.1% 11 63.64% 1
CF
2303
Clarity Financial
Texas
$1.18B +$258M +28% 8.75% 56.8% 143 25.17% 2.1
Tanglewood Wealth Management
2304
Tanglewood Wealth Management
Texas
$1.18B -$31.6M -3% 9.16% 64.6% 46 21.74% 3.3
C
2305
Chescapmanager
Maryland
$1.17B +$56M +5% 12.2% 202% 29 10.34% 3.5
Waycross Partners
2306
Waycross Partners
Kentucky
$1.17B +$127M +12% 15.9% 87.7% 79 12.66% 2.7
Townsend & Associates
2307
Townsend & Associates
Colorado
$1.17B +$14.3M +1% 5.2% 58% 118 5.08% 3.2
American National Bank & Trust
2308
American National Bank & Trust
Texas
$1.17B +$123M +12% 17.1% 102% 643 6.22% 3.4
KWB Wealth
2309
KWB Wealth
California
$1.17B +$158M +16% 12.1% 54.8% 185 18.92% 2.4
Verus Financial Partners
2310
Verus Financial Partners
Virginia
$1.17B +$53.9M +5% 8.96% 45.7% 130 9.23% 4.2
M
2311
MOTCO
Texas
$1.17B +$87.6M +8% 13.9% 63.5% 919 43.53% 3.9
Jacobs & Co
2312
Jacobs & Co
California
$1.17B +$153M +15% 27.4% 105% 137 11.68% 7.7
PFM Health Sciences
2313
PFM Health Sciences
California
$1.17B +$68.7M +6% 32.9% 241% 116 44.83% 1.1
Pinkerton Retirement Specialists
2314
Pinkerton Retirement Specialists
Idaho
$1.16B +$65.4M +6% 9.9% 98% 152 41.45% 4.3
MASTERINVEST Kapitalanlage
2315
MASTERINVEST Kapitalanlage
$1.16B +$202M +21% 26.6% – 311 9.65% 0.8
Hiddenite Capital Partners
2316
Hiddenite Capital Partners
New York
$1.16B +$783M +206% 42.9% 466% 53 83.02% 0.2
Estate Counselors
2317
Estate Counselors
Wisconsin
$1.16B +$40.4M +4% 8.81% 60% 122 45.08% 1
Coliseum Capital Management
2318
Coliseum Capital Management
Connecticut
$1.16B -$57.7M -5% 22% 41.1% 14 28.57% 2.6
Forge Financial Services
2319
Forge Financial Services
Oklahoma
$1.16B +$174M +18% 16.8% – 37 18.92% 0.9
Compass Ion Advisors
2320
Compass Ion Advisors
Pennsylvania
$1.16B +$111M +11% 10.7% 75.6% 305 11.15% 2.5
Stadion Money Management
2321
Stadion Money Management
Georgia
$1.16B +$166M +17% 12.4% 55.3% 27 3.7% 2.8
Two Sigma Securities
2322
Two Sigma Securities
New York
$1.16B +$299M +35% 22.7% 109% 2,583 73.52% 0.2
TRUE Private Wealth Advisors
2323
TRUE Private Wealth Advisors
Oregon
$1.16B +$110M +10% 23.3% 89.2% 295 13.9% 4.1
Octavia Wealth Advisors
2324
Octavia Wealth Advisors
Ohio
$1.16B +$113M +11% 15% 67.9% 258 18.22% 3.4
Mayflower Financial Advisors
2325
Mayflower Financial Advisors
Massachusetts
$1.16B +$334M +41% 11.3% 68.7% 509 14.54% 2.9