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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)
Tranquilli Financial Advisor
6076
Tranquilli Financial Advisor
New Jersey
$159M +$10.1M +7% 7.11% 55.1% 113 8.85% 2
Carson Advisory
6077
Carson Advisory
Georgia
$159M +$16.8M +12% 9.46% 68.6% 184 13.59% 1.9
Mid-American Wealth Advisory Group
6078
Mid-American Wealth Advisory Group
Missouri
$159M +$2.67M +2% 3.99% 14.4% 65 44.62% 1.1
KilterHowling LLC
6079
KilterHowling LLC
Colorado
$159M +$12.4M +8% 5.21% 51.3% 51 7.84% 2.1
Fairbanks Capital Management
6080
Fairbanks Capital Management
California
$159M +$6.93M +5% 4.68% 81.3% 54 5.56% 5.1
Asset Allocation & Management Company
6081
Asset Allocation & Management Company
Illinois
$159M +$7.81M +5% 5.1% 58.5% 49 6.12% 3.2
Lakeside Advisors
6082
Lakeside Advisors
Washington
$159M +$5.11M +3% 5.6% 83.7% 66 6.06% 2.4
Tenret Company
6083
Tenret Company
Florida
$159M +$14.6M +10% 6.02% – 33 3.03% 2.5
EHP Funds Inc
6084
EHP Funds Inc
Canada
$159M -$43.4M -21% 4.39% 173% 111 86.49% 0.5
Criterion Capital Advisors
6085
Criterion Capital Advisors
Tennessee
$159M -$1.2K -0% 6.48% – 348 0% 0.7
CNFG
6086
Creegan & Nassoura Financial Group
New Hampshire
$159M +$13.1M +9% 8.65% 52.6% 80 6.25% 6.5
JCA
6087
Jade Capital Advisors
New Jersey
$159M +$17.3M +12% 5.76% 28.9% 135 60.74% 0.5
Farrow Financial
6088
Farrow Financial
Vermont
$159M +$12M +8% 8.16% – 54 11.11% 0.7
Robocap Asset Management
6089
Robocap Asset Management
United Kingdom
$159M -$1.71M -1% 1.89% 259% 25 4% 1.4
Swisher Financial Concepts
6090
Swisher Financial Concepts
Ohio
$159M +$60M +61% 7.74% – 92 20.65% 0.6
Values Added Financial
6091
Values Added Financial
District of Columbia
$159M +$19.9M +14% 6.14% 65.9% 108 18.52% 0.9
Massachusetts Wealth Management
6092
Massachusetts Wealth Management
Massachusetts
$159M +$9.6M +6% 6.54% 110% 97 13.4% 1.5
Mayfair Advisory Group
6093
Mayfair Advisory Group
Alabama
$159M +$10.9M +7% 6.43% 71.5% 165 20.61% 2.1
FAG
6094
Fortitude Advisory Group
Washington
$159M -$8.8M -5% 5.16% 142% 216 11.11% 2
Bancreek Capital Management
6095
Bancreek Capital Management
California
$158M +$30.4M +24% 11.6% 33.6% 22 18.18% 1.7
Pinnacle Wealth Management Group
6096
Pinnacle Wealth Management Group
Michigan
$158M +$10.7M +7% 6.05% 64.3% 121 15.7% 2
Disciplined Equity Management
6097
Disciplined Equity Management
Florida
$158M +$6.65M +4% 7.61% 72.3% 63 0% 1.8
Pring Turner Capital Group
6098
Pring Turner Capital Group
California
$158M +$15.2M +11% 9.41% 70.8% 72 11.11% 4
Palouse Capital Management
6099
Palouse Capital Management
Washington
$158M +$9.35M +6% 7.95% 67.8% 126 10.32% 2.3
Nipun Capital
6100
Nipun Capital
California
$158M +$18.1M +13% 10.5% 30.2% 8 25% 0.6