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
TA
4426
Tactive Advisors
Florida
$341M -$12.1M -3% 288
YCG
4427
Yeomans Consulting Group
Georgia
$341M +$51.5M +18% 137
SIC
4428
Shoker Investment Counsel
Ohio
$341M +$2.28M +0.7% 115
PB
4429
Pinnacle Bancorp
Nebraska
$341M +$2.62M +0.8% 933
TWD
4430
True Wealth Design
Ohio
$341M +$13.9M +4% 2,880
MTIC
4431
Missouri Trust & Investment Company
Missouri
$341M +$2.39M +0.7% 420
APWM
4432
Argonautica Private Wealth Management
Massachusetts
$341M -$1.97M -0.6% 199
FAL
4433
Focused Alpha LLC
Colorado
$340M 243
BCC
4434
Bridge City Capital
Oregon
$340M -$34.2M -9% 115
IWMA
4435
Ironwood Wealth Management (Arizona)
Arizona
$340M +$41.7M +14% 48
ECAM
4436
East Coast Asset Management
Massachusetts
$340M +$20.9M +7% 72
CAGAS
4437
Capital Advisory Group Advisory Services
Minnesota
$340M +$18.8M +6% 186
IP
4438
Indigo Partners
Arizona
$340M +$45.6M +15% 2
PWP
4439
Parkwoods Wealth Partners
New York
$340M +$46.8M +16% 109
SC
4440
Stolper & Co
Oklahoma
$339M +$9.46M +3% 89
LP
4441
Lexington Partners
New York
$339M +$9.04M +3% 6
KC
4442
Knuff & Co
California
$339M -$5.81M -2% 136
ITIM
4443
Indiana Trust & Investment Management
Indiana
$339M +$10.4M +3% 491
NOI
4444
Newton One Investments
Delaware
$339M +$1.33M +0.4% 121
GWM
4445
Graybill Wealth Management
Illinois
$339M +$13.6M +4% 84
EC
4446
Elmind Capital
New York
$339M 34
SM
4447
Sweeney & Michel
California
$339M +$41.3M +14% 146
OFW
4448
Omnia Family Wealth
Florida
$339M +$30.7M +10% 111
LLWM
4449
Life Line Wealth Management
California
$339M +$10.6M +3% 38
JCIA
4450
Jackson Creek Investment Advisors
Colorado
$338M -$7.07M -2% 375