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
FMI
4426
Frec Markets Inc
California
$342M 343
CP
4427
Covenant Partners
Tennessee
$342M -$10.7M -3% 140
RW
4428
Regimen Wealth
Georgia
$342M +$5.04M +1% 77
CWA
4429
Consilio Wealth Advisors
Washington
$342M +$37.5M +12% 103
RFS
4430
Retirement Financial Solutions
Tennessee
$342M +$22.1M +7% 53
IR
4431
IAT Reinsurance
New York
$341M -$133M -28% 88
MP
4432
Maestria Partners
Georgia
$341M +$25.1M +8% 15
TA
4433
Tactive Advisors
Florida
$341M -$12.1M -3% 288
YCG
4434
Yeomans Consulting Group
Georgia
$341M +$51.5M +18% 137
SIC
4435
Shoker Investment Counsel
Ohio
$341M +$2.28M +0.7% 115
PB
4436
Pinnacle Bancorp
Nebraska
$341M +$2.62M +0.8% 933
TWD
4437
True Wealth Design
Ohio
$341M +$13.9M +4% 2,880
MTIC
4438
Missouri Trust & Investment Company
Missouri
$341M +$2.39M +0.7% 420
APWM
4439
Argonautica Private Wealth Management
Massachusetts
$341M -$1.97M -0.6% 199
FAL
4440
Focused Alpha LLC
Colorado
$340M 243
BCC
4441
Bridge City Capital
Oregon
$340M -$34.2M -9% 115
IWMA
4442
Ironwood Wealth Management (Arizona)
Arizona
$340M +$41.7M +14% 48
ECAM
4443
East Coast Asset Management
Massachusetts
$340M +$20.9M +7% 72
CAGAS
4444
Capital Advisory Group Advisory Services
Minnesota
$340M +$18.8M +6% 186
IP
4445
Indigo Partners
Arizona
$340M +$45.6M +15% 2
PWP
4446
Parkwoods Wealth Partners
New York
$340M +$46.8M +16% 109
SC
4447
Stolper & Co
Oklahoma
$339M +$9.46M +3% 89
LP
4448
Lexington Partners
New York
$339M +$9.04M +3% 6
KC
4449
Knuff & Co
California
$339M -$5.81M -2% 136
ITIM
4450
Indiana Trust & Investment Management
Indiana
$339M +$10.4M +3% 491