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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)
CBNLCF
6201
Cognios Beta Neutral Large Cap Fund
Kansas
$105M +$864K +0.8% 0.94% – 122 14.75% 2.5
Tilia Fiduciary Partners
6202
Tilia Fiduciary Partners
North Carolina
$105M +$898K +0.9% 8.26% 101% 526 5.13% 1.2
Bank of Marin
6203
Bank of Marin
California
$105M -$1.76M -2% 9.47% 80.3% 129 16.28% 2.4
Masterton Capital Management
6204
Masterton Capital Management
New York
$105M +$21.4M +26% 2.02% 1.94% 28 53.57% 0.6
Merrion Investment Management
6205
Merrion Investment Management
New Jersey
$105M -$2.66M -2% 5.91% 161% 95 10.53% 1.7
Unconventional Investor
6206
Unconventional Investor
New Hampshire
$105M +$6.11M +6% 4.49% 62.7% 33 9.09% 1
Barnes Pettey Financial Advisors
6207
Barnes Pettey Financial Advisors
Mississippi
$105M +$7.73M +8% 6.97% 79.7% 106 8.49% 0.9
Worth Financial Advisory Group
6208
Worth Financial Advisory Group
North Carolina
$105M +$18.6M +22% 6.47% 93.3% 123 17.07% 0.2
AMAL
6209
Asset Management Advisors LLC
Oklahoma
$105M +$3.26M +3% 5.09% 125% 17 11.76% 4.1
Barden Capital Management
6210
Barden Capital Management
Texas
$105M +$7.06M +7% 8.3% 80.1% 73 13.7% 0.9
Sippican Capital Advisors
6211
Sippican Capital Advisors
Massachusetts
$105M +$62.5K +0.1% 0.9% 81.1% 104 8.65% 5.1
Empirical Asset Management
6212
Empirical Asset Management
Massachusetts
$105M +$9.6M +10% 3.65% 94.5% 206 50.49% 0.7
Carl Stuart Investment Advisor
6213
Carl Stuart Investment Advisor
Texas
$104M -$3.71M -3% 11.4% 84.4% 54 81.48% 0.3
Peterson Wealth Management
6214
Peterson Wealth Management
Nevada
$104M +$6.38M +7% 4.53% 88.9% 59 6.78% 1.7
Alcosta Capital Management
6215
Alcosta Capital Management
California
$104M +$5.2M +5% 19% 175% 35 28.57% 1.2
Axiom Advisory
6216
Axiom Advisory
California
$104M +$10M +11% 8.1% 16.4% 30 13.33% 1
Financial Alternatives
6217
Financial Alternatives
California
$104M +$3.66M +4% 4.81% 50.2% 80 7.5% 0.2
Olistico Wealth
6218
Olistico Wealth
Oklahoma
$104M +$11.9M +13% 10.9% 108% 105 12.38% 0.2
Wilson & Boucher Capital Management
6219
Wilson & Boucher Capital Management
California
$104M +$6.49M +7% 4.99% 69.8% 104 6.73% 1.1
Dover Advisors
6220
Dover Advisors
Virginia
$104M +$11.3M +12% 6.29% 65% 101 12.87% 0.2
Yorktown Energy Partners X
6221
Yorktown Energy Partners X
New York
$104M -$6.7M -6% 3.98% 95.9% 4 0% 2.3
CPR Investments
6222
CPR Investments
Michigan
$104M +$3.33M +3% 3.83% 84% 57 71.93% 0.4
Kellett Wealth Advisors
6223
Kellett Wealth Advisors
Ohio
$104M +$924K +0.9% 1.67% 76.3% 59 15.25% 1
Brown Financial Advisory
6224
Brown Financial Advisory
Alabama
$104M +$6.95M +7% 5.62% 73.2% 31 16.13% 1.9
Heritage Wealth Management (Texas)
6225
Heritage Wealth Management (Texas)
Texas
$104M +$5.27M +5% 4.01% 55.9% 28 17.86% 0.2