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
TFP
6051
Tilia Fiduciary Partners
North Carolina
$105M +$898K +0.9% 529
OFG
6052
OTA Financial Group
New York
$105M +$4.54M +5% 96
BOM
6053
Bank of Marin
California
$105M -$1.76M -2% 129
MCM
6054
Masterton Capital Management
New York
$105M +$21.4M +26% 28
MIM
6055
Merrion Investment Management
New Jersey
$105M -$2.66M -2% 95
UI
6056
Unconventional Investor
New Hampshire
$105M +$6.11M +6% 33
BPFA
6057
Barnes Pettey Financial Advisors
Mississippi
$105M +$7.73M +8% 106
WFAG
6058
Worth Financial Advisory Group
North Carolina
$105M +$18.6M +22% 123
AMAL
6059
Asset Management Advisors LLC
Oklahoma
$105M +$3.26M +3% 17
BCM
6060
Barden Capital Management
Texas
$105M +$7.06M +7% 73
SCA
6061
Sippican Capital Advisors
Massachusetts
$105M +$62.5K +0.1% 104
EAM
6062
Empirical Asset Management
Massachusetts
$105M +$9.55M +10% 206
CSIA
6063
Carl Stuart Investment Advisor
Texas
$104M -$3.71M -3% 54
PWM
6064
Peterson Wealth Management
Nevada
$104M +$6.38M +7% 59
ACM
6065
Alcosta Capital Management
California
$104M +$5.2M +5% 35
AA
6066
Axiom Advisory
California
$104M +$9.96M +11% 30
FA
6067
Financial Alternatives
California
$104M +$3.66M +4% 80
WBCM
6068
Wilson & Boucher Capital Management
California
$104M +$6.49M +7% 104
DA
6069
Dover Advisors
Virginia
$104M +$11.3M +12% 101
YEPX
6070
Yorktown Energy Partners X
New York
$104M -$6.7M -6% 4
CI
6071
CPR Investments
Michigan
$104M +$3.33M +3% 57
KWA
6072
Kellett Wealth Advisors
Ohio
$104M +$924K +0.9% 59
IPGDR
6073
Investidor Profissional Gestao de Recursos
Brazil
$104M -$26.2M -20% 20
BFA
6074
Brown Financial Advisory
Alabama
$104M +$6.95M +7% 31
HWMT
6075
Heritage Wealth Management (Texas)
Texas
$104M +$5.27M +5% 28