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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)
Eagle Bluffs Wealth Management
6326
Eagle Bluffs Wealth Management
Missouri
$95.4M +$8.74M +10% 8.6% 95.5% 62 8.06% 0.9
Terra Nova Asset Management
6327
Terra Nova Asset Management
New York
$95.3M +$3.8M +4% 11.1% 172% 89 16.85% 2.6
CSI
6328
Cross Staff Investments
New York
$95.3M +$6.04M +7% 6.27% 80.3% 121 14.05% 0.9
Data Collective IV
6329
Data Collective IV
California
$95.2M -$31.3M -25% 13.6% 317% 6 16.67% 0.8
HC
6330
Hoese & Co
Minnesota
$95.2M +$10.5M +12% 7.01% 51% 198 11.11% 1.5
PFS Partners
6331
PFS Partners
New Jersey
$95M +$2.54M +3% 7.4% 65.2% 389 8.23% 0.9
KA
6332
Kearns & Associates
California
$95M +$21.1M +28% 7.38% 78.7% 41 68.29% 0.3
Empirical Asset Management
6333
Empirical Asset Management
Massachusetts
$95M +$3.29M +4% 8.89% 94.5% 181 30.39% 0.6
MF
6334
Meridian Financial
Massachusetts
$95M +$8.92M +10% 8.27% 58.5% 91 9.89% 0.9
TTP Investments
6335
TTP Investments
California
$95M +$11.7M +14% 4.95% 197% 44 27.27% 0.9
SC
6336
Samjo Capital
New York
$94.9M +$13M +16% 9.26% 89.1% 15 20% 1.5
Counterpoint Mutual Funds
6337
Counterpoint Mutual Funds
California
$94.9M +$53.8M +131% 8.84% 74.3% 458 81% 0.1
Global Assets Advisory
6338
Global Assets Advisory
Florida
$94.8M -$4.03M -4% 8.07% 95.9% 155 16.77% 0.3
SWG
6339
Summit Wealth Group
Vermont
$94.7M +$10M +12% 5.43% 53% 31 25.81% 1.2
Caldwell Investment Management
6340
Caldwell Investment Management
Ontario, Canada
$94.7M +$12.5M +15% 10.9% 162% 30 26.67% 0.7
Perkins Capital Management
6341
Perkins Capital Management
Minnesota
$94.7M +$5.36M +6% 9.51% 303% 109 12.84% 4
Benchmark Investment Advisors
6342
Benchmark Investment Advisors
Illinois
$94.7M +$1.84M +2% 8.05% – 103 17.48% 0.8
KilterHowling LLC
6343
KilterHowling LLC
Colorado
$94.5M +$11.3M +14% 5.29% 51.3% 55 32.73% 0.8
Kessler Investment Group
6344
Kessler Investment Group
Indiana
$94.5M -$26.7M -22% 9.88% 251% 201 23.88% 2.3
Axiom Advisory
6345
Axiom Advisory
California
$94.5M +$10.4M +12% 3.63% 16.4% 27 7.41% 0.9
Ellerson Group
6346
Ellerson Group
Maryland
$94.4M – – 17.4% 148% 47 – 0
Brewster Financial Planning
6347
Brewster Financial Planning
New York
$94.4M +$8.79M +10% 7.01% 44.3% 13 7.69% 0.9
CI
6348
Carroll Investors
South Carolina
$94.3M -$29.8M -24% 3.15% 241% 47 25.53% 0.6
Guardian Financial Partners
6349
Guardian Financial Partners
California
$94.3M +$7.95M +9% 7.47% 50.2% 42 26.19% 0.7
Saber Capital Management
6350
Saber Capital Management
North Carolina
$94.2M -$3.21M -3% 4.34% – 19 26.32% 0.7