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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
CBNLCF
6201
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
| $105M | +$864K | +0.8% | 0.94% | – | 122 | 14.75% | 2.5 |
|
| 6202 |
6202
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $105M | +$898K | +0.9% | 8.26% | 101% | 526 | 5.13% | 1.2 |
|
| 6203 |
6203
Bank of Marin
Novato,
California
| $105M | -$1.76M | -2% | 9.47% | 80.3% | 129 | 16.28% | 2.4 |
|
| 6204 |
6204
Masterton Capital Management
New York
| $105M | +$21.4M | +26% | 2.02% | 1.94% | 28 | 53.57% | 0.6 |
|
| 6205 |
6205
Merrion Investment Management
Cranford,
New Jersey
| $105M | -$2.66M | -2% | 5.91% | 161% | 95 | 10.53% | 1.7 |
|
| 6206 |
6206
Unconventional Investor
Portsmouth,
New Hampshire
| $105M | +$6.11M | +6% | 4.49% | 62.7% | 33 | 9.09% | 1 |
|
| 6207 |
6207
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| $105M | +$7.73M | +8% | 6.97% | 79.7% | 106 | 8.49% | 0.9 |
|
| 6208 |
6208
Worth Financial Advisory Group
Charlotte,
North Carolina
| $105M | +$18.6M | +22% | 6.47% | 93.3% | 123 | 17.07% | 0.2 |
|
| 6209 |
AMAL
6209
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $105M | +$3.26M | +3% | 5.09% | 125% | 17 | 11.76% | 4.1 |
|
| 6210 |
6210
Barden Capital Management
Austin,
Texas
| $105M | +$7.06M | +7% | 8.3% | 80.1% | 73 | 13.7% | 0.9 |
|
| 6211 |
6211
Sippican Capital Advisors
Boston,
Massachusetts
| $105M | +$62.5K | +0.1% | 0.9% | 81.1% | 104 | 8.65% | 5.1 |
|
| 6212 |
6212
Empirical Asset Management
Wellesley,
Massachusetts
| $105M | +$9.6M | +10% | 3.65% | 94.5% | 206 | 50.49% | 0.7 |
|
| 6213 |
6213
Carl Stuart Investment Advisor
Austin,
Texas
| $104M | -$3.71M | -3% | 11.4% | 84.4% | 54 | 81.48% | 0.3 |
|
| 6214 |
6214
Peterson Wealth Management
Sparks,
Nevada
| $104M | +$6.38M | +7% | 4.53% | 88.9% | 59 | 6.78% | 1.7 |
|
| 6215 |
6215
Alcosta Capital Management
San Ramon,
California
| $104M | +$5.2M | +5% | 19% | 175% | 35 | 28.57% | 1.2 |
|
| 6216 |
6216
Axiom Advisory
San Diego,
California
| $104M | +$10M | +11% | 8.1% | 16.4% | 30 | 13.33% | 1 |
|
| 6217 |
6217
Financial Alternatives
La Jolla,
California
| $104M | +$3.66M | +4% | 4.81% | 50.2% | 80 | 7.5% | 0.2 |
|
| 6218 |
6218
Olistico Wealth
Tulsa,
Oklahoma
| $104M | +$11.9M | +13% | 10.9% | 108% | 105 | 12.38% | 0.2 |
|
| 6219 |
6219
Wilson & Boucher Capital Management
Moraga,
California
| $104M | +$6.49M | +7% | 4.99% | 69.8% | 104 | 6.73% | 1.1 |
|
| 6220 |
6220
Dover Advisors
Richmond,
Virginia
| $104M | +$11.3M | +12% | 6.29% | 65% | 101 | 12.87% | 0.2 |
|
| 6221 |
6221
Yorktown Energy Partners X
New York
| $104M | -$6.7M | -6% | 3.98% | 95.9% | 4 | 0% | 2.3 |
|
| 6222 |
6222
CPR Investments
Rochester,
Michigan
| $104M | +$3.33M | +3% | 3.83% | 84% | 57 | 71.93% | 0.4 |
|
| 6223 |
6223
Kellett Wealth Advisors
Cincinnati,
Ohio
| $104M | +$924K | +0.9% | 1.67% | 76.3% | 59 | 15.25% | 1 |
|
| 6224 |
6224
Brown Financial Advisory
Fairhope,
Alabama
| $104M | +$6.95M | +7% | 5.62% | 73.2% | 31 | 16.13% | 1.9 |
|
| 6225 |
6225
Heritage Wealth Management (Texas)
Houston,
Texas
| $104M | +$5.27M | +5% | 4.01% | 55.9% | 28 | 17.86% | 0.2 |
|