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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)
Varde Management
4026
Varde Management
Minnesota
$242M -$105M -30% 3.51% 149% 16 68.75% 0.8
RE Dickinson Investment Advisors
4027
RE Dickinson Investment Advisors
Iowa
$242M +$121M +100% 3.65% 2.24% 413 39.23% 0.6
Oak Hill Wealth Advisors
4028
Oak Hill Wealth Advisors
Virginia
$242M – – 9.39% 48% 103 – 0
Citizens & Northern Corp
4029
Citizens & Northern Corp
Pennsylvania
$242M +$28.7M +13% 9.24% 73.3% 102 8.82% 5.3
AC
4030
ASB Consultores
Florida
$242M +$29.1M +14% 10.6% 84.6% 208 22.6% 0.7
Legacy Financial Strategies
4031
Legacy Financial Strategies
Kansas
$242M +$26.9M +13% 8.6% 76.7% 71 12.68% 2.8
New Harbor Financial Group
4032
New Harbor Financial Group
Massachusetts
$242M +$44.7M +23% 4.03% 94.6% 41 41.46% 1.7
Fernwood Investment Management
4033
Fernwood Investment Management
Massachusetts
$242M +$4.67M +2% 8.46% 83.4% 191 7.85% 4.5
VisionPoint Advisory Group
4034
VisionPoint Advisory Group
Texas
$242M +$33.7M +16% 7.56% 79.3% 136 31.62% 0.9
DI
4035
DDFG Inc
California
$242M – – 7.83% 56.3% 71 – 0
SC&H Financial Advisors
4036
SC&H Financial Advisors
Maryland
$241M +$41.4M +21% 9.94% 66.2% 131 8.4% 0.9
Supplemental Annuity Collective Trust (SACT) of New Jersey
4037
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$241M +$12.2M +5% 9.32% 147% 218 2.75% 5.3
Satovsky Asset Management
4038
Satovsky Asset Management
New York
$241M +$67.3M +39% 6.75% 53.6% 40 20% 1.3
Carderock Capital Management
4039
Carderock Capital Management
Maryland
$241M +$45.2M +23% 11.8% 97.6% 68 10.29% 6
NinePointTwo Capital
4040
NinePointTwo Capital
California
$241M -$6.9M -3% 3.67% 1.62% 291 74.91% 0.6
Financial Strategies Group
4041
Financial Strategies Group
Michigan
$241M +$20.1M +9% 8.02% 44.9% 82 12.2% 2
KCS Wealth Advisory
4042
KCS Wealth Advisory
California
$241M +$23.9M +11% 7.7% 45.3% 148 6.76% 3.1
Burton Enright Welch
4043
Burton Enright Welch
California
$240M +$38.9M +19% 11.2% 62.8% 66 15.15% 0.8
NME
4044
Notis-McConarty Edward
$240M +$16.6M +7% 11.3% 91.2% 98 4.08% 6.9
Colony Family Offices
4045
Colony Family Offices
North Carolina
$240M +$9.13M +4% 8.07% 53.9% 81 6.17% 0.8
Greenup Street Wealth Management
4046
Greenup Street Wealth Management
Michigan
$240M +$18M +8% 8.95% 69.8% 90 17.78% 0.7
Cobalt Capital Management
4047
Cobalt Capital Management
New Jersey
$240M -$7.16M -3% 7.33% 235% 38 68.42% 0.7
Owls Nest Partners IA
4048
Owls Nest Partners IA
Pennsylvania
$240M -$9.27M -4% 2.01% 105% 16 25% 1.8
Bridge Advisory
4049
Bridge Advisory
California
$240M +$34.5M +17% 3.66% 6.7% 136 21.32% 1.2
Ironwood Wealth Management (Arizona)
4050
Ironwood Wealth Management (Arizona)
Arizona
$239M +$15.9M +7% 7.72% 34.2% 56 21.43% 3.9