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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)
ODG
3951
O'Dell Group
Ohio
$136M -$19.1M -12% 13.8% 72.2% 47 27.66% 1.3
PWMG
3952
Prestige Wealth Management Group
New Jersey
$136M – – 10.9% 55.8% 1,320 – 0
WCM
3953
Whitener Capital Management
North Carolina
$136M -$16.6M -11% 12.9% 112% 498 9.84% 0.4
JAM
3954
JW Asset Management
Florida
$136M -$49.6M -27% 28.4% 251% 20 30% 2.1
RMCP
3955
Red Mountain Capital Partners
California
$136M -$35.7M -21% 13% 37.4% 6 0% 4.9
SXM
3956
SC XII Management
California
$136M -$81.5M -38% 36% 73.4% 2 0% 3.9
VNB
3957
Virginia National Bank
Virginia
$136M -$137M -50% 17.1% – 120 20% 0.2
UWPG
3958
Ullmann Wealth Partners Group
Florida
$135M -$14.9M -10% 13.6% 62.2% 62 14.52% 1.3
LB
3959
Landmark Bank
Missouri
$135M -$27.7M -17% 10.8% – 98 19.39% 0.5
OAM
3960
Oak Asset Management
California
$135M -$29.8M -18% 12.1% 91.8% 97 13.4% 0.9
SIG
3961
Schaller Investment Group
North Carolina
$135M -$42.8M -24% 12.5% 21.9% 40 20% 4.1
HAM
3962
Hillswick Asset Management
Connecticut
$135M -$20.3M -13% 11.6% 40.2% 13 0% 3.9
MCA
3963
Mercer Capital Advisers
New Jersey
$135M -$14.9M -10% 8.47% 59.6% 243 10.7% 3.4
BBP
3964
Banco BTG Pactual
Brazil
$135M +$17.7M +15% 15.7% 134% 75 72% 0.3
IGGA
3965
Iron Gate Global Advisors
Utah
$135M -$18.6M -12% 14.3% 106% 252 75.4% 0.9
OFM
3966
Omega Fund Management
Massachusetts
$135M -$76.5M -36% 30.6% 106% 14 0% 2.4
BOCM
3967
Bontempo Ohly Capital Management
Maryland
$135M -$15.3M -10% 9.56% 49.6% 34 5.88% 2.5
ACM
3968
Arlington Capital Management
Illinois
$135M -$68.6M -34% 19.6% 154% 34 73.53% 0.1
SLA
3969
Silver Lake Advisory
Utah
$135M -$29.8M -18% 9.26% 70.9% 97 17.53% 3.3
UCI
3970
Uncommon Cents Investing
Wisconsin
$135M -$24.8M -16% 12.6% 83.8% 83 4.82% 0.9
VSWA
3971
Vontobel Swiss Wealth Advisors
Switzerland
$135M -$36.2M -21% 11.5% 70.1% 93 24.73% 1.8
WGCA
3972
Wolf Group Capital Advisors
Virginia
$134M -$18.8M -12% 11.8% 28.2% 96 22.92% 1.9
HAFS
3973
Hapanowicz & Associates Financial Services
Pennsylvania
$134M -$14.5M -10% 8.16% 58.5% 19 15.79% 1.6
LWM
3974
Liberty Wealth Management
California
$134M – – 10.8% 64.2% 823 – 0
RPG
3975
Resource Planning Group
Georgia
$134M +$6.01M +5% 3.87% 1.9% 50 28% 0.2