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
WAM
6051
WealthTrust Asset Management
Florida
$105M +$1.73M +2% 83
MFG
6052
Marmo Financial Group
Tennessee
$105M +$1.59M +2% 23
CBNLCF
6053
Cognios Beta Neutral Large Cap Fund
Kansas
$105M +$864K +0.8% 122
TFP
6054
Tilia Fiduciary Partners
North Carolina
$105M +$898K +0.9% 529
OFG
6055
OTA Financial Group
New York
$105M +$4.54M +5% 96
BOM
6056
Bank of Marin
California
$105M -$1.76M -2% 129
MCM
6057
Masterton Capital Management
New York
$105M +$21.4M +26% 28
MIM
6058
Merrion Investment Management
New Jersey
$105M -$2.66M -2% 95
UI
6059
Unconventional Investor
New Hampshire
$105M +$6.11M +6% 33
BPFA
6060
Barnes Pettey Financial Advisors
Mississippi
$105M +$7.73M +8% 106
WFAG
6061
Worth Financial Advisory Group
North Carolina
$105M +$18.6M +22% 123
AMAL
6062
Asset Management Advisors LLC
Oklahoma
$105M +$3.26M +3% 17
BCM
6063
Barden Capital Management
Texas
$105M +$7.06M +7% 73
SCA
6064
Sippican Capital Advisors
Massachusetts
$105M +$62.5K +0.1% 104
EAM
6065
Empirical Asset Management
Massachusetts
$105M +$9.55M +10% 206
CSIA
6066
Carl Stuart Investment Advisor
Texas
$104M -$3.71M -3% 54
PWM
6067
Peterson Wealth Management
Nevada
$104M +$6.38M +7% 59
ACM
6068
Alcosta Capital Management
California
$104M +$5.2M +5% 35
AA
6069
Axiom Advisory
California
$104M +$9.96M +11% 30
FA
6070
Financial Alternatives
California
$104M +$3.66M +4% 80
WBCM
6071
Wilson & Boucher Capital Management
California
$104M +$6.49M +7% 104
DA
6072
Dover Advisors
Virginia
$104M +$11.3M +12% 101
YEPX
6073
Yorktown Energy Partners X
New York
$104M -$6.7M -6% 4
CI
6074
CPR Investments
Michigan
$104M +$3.33M +3% 57
KWA
6075
Kellett Wealth Advisors
Ohio
$104M +$924K +0.9% 59