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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)
CNBTD
4301
Citizens National Bank Trust Department
Mississippi
$248M -$15M -6% 0.59% 114% 322 10.56% 0.9
Strategic Family Wealth Counselors
4302
Strategic Family Wealth Counselors
New Jersey
$248M -$63.8M -20% 12.7% 83.8% 109 11.93% 2
Householder Group Estate & Retirement Specialist
4303
Householder Group Estate & Retirement Specialist
Arizona
$248M -$20.4M -8% 0.57% – 208 14.9% 0.2
Murphy Pohlad Asset Management
4304
Murphy Pohlad Asset Management
Minnesota
$248M -$6.22M -2% 4.47% 83% 120 14.17% 4.9
Front Row Advisors
4305
Front Row Advisors
California
$248M -$20M -7% 5.47% 142% 979 4.49% 3.1
First Washington Corp
4306
First Washington Corp
Washington
$248M -$10.6M -4% 6.81% 142% 83 31.33% 3.7
All Terrain Financial Advisors
4307
All Terrain Financial Advisors
Minnesota
$248M +$2.72M +1% 6.81% 71.1% 101 19.8% 2.4
Bay Harbor Wealth Management
4308
Bay Harbor Wealth Management
Maryland
$247M -$1.12M -0.4% 4.96% 47.9% 208 29.33% 1.6
DeDora Capital
4309
DeDora Capital
California
$247M +$71.6M +41% 5.6% 91.2% 418 88.28% 0.3
Otter Creek Advisors
4310
Otter Creek Advisors
Florida
$247M +$92.8M +60% 13.1% 173% 69 53.62% 0.6
CWM
4311
Cedar Wealth Management
California
$247M -$318K -0.1% 3.47% 68.1% 390 9.23% 1.8
Taylor Wealth Management Partners
4312
Taylor Wealth Management Partners
Massachusetts
$247M -$36.7M -13% 5.37% 62% 69 13.04% 2.4
Blankinship & Foster
4313
Blankinship & Foster
California
$247M -$16.8M -6% 4.98% 67.1% 56 10.71% 3.4
Parisi Gray Wealth Management
4314
Parisi Gray Wealth Management
New Jersey
$247M -$20.6M -8% 5.36% 137% 136 16.91% 3
Mokosak Advisory Group
4315
Mokosak Advisory Group
Iowa
$247M -$14M -5% 5.34% 59.2% 27 11.11% 2.4
Prudent Man Advisors
4316
Prudent Man Advisors
Illinois
$247M -$16.1M -6% 3.71% 82.8% 201 15.42% 1.3
ACM
4317
Aljian Capital Management
Nevada
$247M -$17.3M -7% 4.91% 162% 63 14.29% 2.3
Round Rock Advisors
4318
Round Rock Advisors
Connecticut
$247M +$20.9M +9% 4.68% 87.4% 147 21.77% 0.6
AFT
4319
Alpha Family Trust
California
$246M -$110M -31% 17.1% 198% 22 22.73% 1
Fairhaven Wealth Management
4320
Fairhaven Wealth Management
Illinois
$246M -$9.9M -4% 5.62% – 136 16.91% 1.9
Sage Capital Advisors
4321
Sage Capital Advisors
South Dakota
$246M -$17.3M -7% 2.98% 105% 117 17.09% 2.5
IAM Advisory
4322
IAM Advisory
Pennsylvania
$246M -$6.67M -3% 3.43% 74.5% 87 31.03% 0.4
Maso Capital Partners
4323
Maso Capital Partners
Hong Kong
$246M +$28.2M +13% 4.67% 8.67% 65 41.54% 0.7
RP Management
4324
RP Management
New York
$246M +$6.96M +3% 13.8% 208% 5 0% 2.3
One01 Capital
4325
One01 Capital
California
$246M -$13.9M -5% 9.67% 123% 29 75.86% 0.3