Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KGC
6026
Kennon-Green & Company
Ohio
$106M +$5.31M +5% 7.28% – 46
SWIM
6027
Smallwood Wealth Investment Management
New Jersey
$106M -$12.3M -10% 5.58% 23.6% 75
CCG
6028
Capital CS Group
California
$106M +$15M +17% 18.8% 27.2% 79
CA
6029
CV Advisors
Florida
$105M +$9.45M +10% 12.4% 95.4% 20
PMAM
6030
Penn Mutual Asset Management
Pennsylvania
$105M +$15.8M +18% 2.61% 35.8% 72
SG
6031
Stagwell Group
Florida
$105M -$59.2M -36% 19.5% 8.47% 1
WAM
6032
WealthTrust Asset Management
Florida
$105M +$1.73M +2% 6.66% 78.7% 83
MFG
6033
Marmo Financial Group
Tennessee
$105M +$1.59M +2% 5.29% – 23
CBNLCF
6034
Cognios Beta Neutral Large Cap Fund
Kansas
$105M +$864K +0.8% 0.94% – 122
TFP
6035
Tilia Fiduciary Partners
North Carolina
$105M +$898K +0.9% 8.26% 75.9% 529
OFG
6036
OTA Financial Group
New York
$105M +$4.54M +5% 10.4% 311% 96
BOM
6037
Bank of Marin
California
$105M -$1.76M -2% 9.47% 71.7% 129
MCM
6038
Masterton Capital Management
New York
$105M +$21.4M +26% 2.02% 0.56% 28
MIM
6039
Merrion Investment Management
New Jersey
$105M -$2.66M -2% 5.91% 108% 95
UI
6040
Unconventional Investor
New Hampshire
$105M +$6.11M +6% 4.49% 55.3% 33
BPFA
6041
Barnes Pettey Financial Advisors
Mississippi
$105M +$7.73M +8% 6.97% 76.8% 106
WFAG
6042
Worth Financial Advisory Group
North Carolina
$105M +$18.6M +22% 6.47% – 123
AMAL
6043
Asset Management Advisors LLC
Oklahoma
$105M +$3.26M +3% 5.09% 75.5% 17
BCM
6044
Barden Capital Management
Texas
$105M +$7.06M +7% 8.3% 74.1% 73
SCA
6045
Sippican Capital Advisors
Massachusetts
$105M +$62.5K +0.1% 0.9% 61.7% 104
EAM
6046
Empirical Asset Management
Massachusetts
$105M +$9.55M +10% 3.65% 51.8% 206
CSIA
6047
Carl Stuart Investment Advisor
Texas
$104M -$3.71M -3% 11.4% 72.4% 54
PWM
6048
Peterson Wealth Management
Nevada
$104M +$6.38M +7% 4.53% 31.2% 59
ACM
6049
Alcosta Capital Management
California
$104M +$5.2M +5% 19% 222% 35
AA
6050
Axiom Advisory
California
$104M +$9.96M +11% 8.1% 16.4% 30
240 241
242
243 244