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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)
Cosner Financial Group
6376
Cosner Financial Group
Colorado
$158M +$2.78M +2% 0.28% 56.1% 37 2.7% 1.2
KFO
6377
Kopp Family Office
Minnesota
$158M +$787K +0.5% 10.6% 47.9% 22 4.55% 3
McCarter Private Wealth Services
6378
McCarter Private Wealth Services
Massachusetts
$158M -$481K -0.3% 2.3% – 107 9.35% 0.2
Westfuller Advisors
6379
Westfuller Advisors
New York
$157M +$18.1M +13% 0.56% – 93 13.98% 0.6
Richardson Capital Management
6380
Richardson Capital Management
Wisconsin
$157M +$14.1M +10% 2.06% 74.2% 150 13.33% 0.8
MOKAN Wealth Management
6381
MOKAN Wealth Management
Kansas
$157M – – 1.78% – 72 – 0
Old North State Trust
6382
Old North State Trust
North Carolina
$157M +$34.2M +28% 0.55% – 144 13.89% 4
Eliot Finkel Investment Counsel
6383
Eliot Finkel Investment Counsel
California
$157M -$5.95M -4% 6.39% 85.5% 33 6.06% 4.9
NAMNJ
6384
NorthStar Asset Management (New Jersey)
New Jersey
$157M +$7.06M +5% 3% – 87 10.34% 0.9
Teca Partners
6385
Teca Partners
Texas
$157M +$14.2M +10% 4.54% 66% 11 9.09% 1.6
Granite Group Advisors
6386
Granite Group Advisors
Connecticut
$157M +$1.29M +0.8% 7.9% 74% 85 11.76% 0.9
Abel Hall LLC
6387
Abel Hall LLC
Louisiana
$157M +$4.17M +3% 0.3% 133% 189 26.98% 0.7
Cassia Capital Partners
6388
Cassia Capital Partners
North Carolina
$157M +$5.37M +4% 0.27% 59.9% 65 18.46% 2
Ulland Investment Advisors
6389
Ulland Investment Advisors
Minnesota
$157M +$20.2M +15% 7.73% 161% 219 9.59% 2.2
Sovereign's Capital Management
6390
Sovereign's Capital Management
Georgia
$157M – – 0.2% – 83 – 0
Salvus Wealth Management
6391
Salvus Wealth Management
New Jersey
$157M -$6.09M -4% 0.9% 108% 123 10.57% 2.7
Seven Mile Advisory
6392
Seven Mile Advisory
New Jersey
$157M +$5.62M +4% 4.33% 146% 185 16.76% 1.1
Ballew Advisors
6393
Ballew Advisors
Mississippi
$157M +$7.71M +5% 0.73% 68% 111 12.61% 3.7
Trust Investment Advisors
6394
Trust Investment Advisors
Indiana
$157M -$261K -0.2% 3.14% 178% 138 36.23% 3.9
Chris Bulman
6395
Chris Bulman
California
$157M +$9.8M +7% 1.5% – 127 14.17% 0.4
WealthCollab
6396
WealthCollab
Washington
$157M +$3.88M +3% 0.49% – 957 16.41% 0.8
GWM
6397
Global Wealth Management
New Jersey
$157M +$8.81M +6% 0.44% – 31 19.35% 0.2
State of Wisconsin - Board of Commissioners of Public Lands
6398
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$157M -$6.94M -4% 3.3% 4.78% 6 0% 1.8
Kerusso Capital Management
6399
Kerusso Capital Management
North Carolina
$157M -$806K -0.5% 0.14% – 60 11.67% 0.5
YC
6400
Yunqi Capital
Hong Kong
$157M -$19M -11% 7.74% 71.4% 6 16.67% 1.9