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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)
Oakhurst Advisors
4101
Oakhurst Advisors
California
$272M -$53.8M -16% 3.17% – 6 16.67% 0.8
MONECO Advisors
4102
MONECO Advisors
Connecticut
$272M +$6.08M +2% 3.09% 70.5% 261 9.96% 1.8
Richard P. Slaughter Associates
4103
Richard P. Slaughter Associates
Texas
$272M -$10.7M -4% 3.76% 55.7% 146 26.03% 1.4
Measured Wealth Private Client Group
4104
Measured Wealth Private Client Group
New Hampshire
$272M -$10.9M -4% 2.51% 84.3% 192 28.65% 1.8
Trustees of the Smith College
4105
Trustees of the Smith College
Massachusetts
$272M – – 4.85% – 8 – 0
Gries Financial
4106
Gries Financial
Ohio
$272M +$27.1M +11% 0.72% 71.3% 168 18.45% 0.8
Hill Island Financial
4107
Hill Island Financial
Michigan
$272M -$8.49M -3% 5.78% 78.3% 59 11.86% 0.2
Stewardship Advisors
4108
Stewardship Advisors
Pennsylvania
$271M -$7.07M -3% 6.02% 46.1% 56 23.21% 1.4
HF
4109
Halpern Financial
Virginia
$271M +$37.5M +16% 4.24% 26.3% 279 31.18% 1.3
Searle & Co
4110
Searle & Co
Connecticut
$271M -$3.81M -1% 0.93% 93.8% 164 8.54% 3.8
EVR Research
4111
EVR Research
Virginia
$271M +$57M +27% 6.43% 165% 35 51.43% 0.4
ML&R Wealth Management
4112
ML&R Wealth Management
Texas
$271M +$1.71M +0.6% 3.93% – 58 20.69% 0.2
Citizens & Northern Corp
4113
Citizens & Northern Corp
Pennsylvania
$271M -$8.32M -3% 2.81% 73.3% 105 5.71% 4.9
Stone Run Capital
4114
Stone Run Capital
New York
$271M -$39M -13% 9.32% 77.8% 65 6.15% 5.7
FAP
4115
Financial Advisory Partners
Florida
$270M -$3.48M -1% 4.34% 52.9% 73 4.11% 0.2
AlphaMark Advisors
4116
AlphaMark Advisors
Kentucky
$270M -$15.7M -5% 3.13% 26.4% 675 15.11% 3.3
Hayek Kallen Investment Management
4117
Hayek Kallen Investment Management
Alabama
$270M -$10.4M -4% 1.99% 71.9% 97 9.28% 4.4
WA
4118
Wealthstar Advisors
Texas
$270M -$21.6M -7% 5.54% – 105 29.52% 1.8
Sovereign Financial Group
4119
Sovereign Financial Group
Connecticut
$270M +$20.9M +8% 3.44% 90.7% 231 16.45% 0.9
Stordahl Capital Management
4120
Stordahl Capital Management
Colorado
$270M +$968K +0.4% 4.61% 54% 56 14.29% 2.9
Taylor Frigon Capital Management
4121
Taylor Frigon Capital Management
Arizona
$269M -$49.7M -16% 11.6% 152% 95 14.74% 3.1
Forefront Analytics
4122
Forefront Analytics
Pennsylvania
$269M -$29.5M -10% 3.33% 50.9% 73 16.44% 2.6
Mill Road Capital Management
4123
Mill Road Capital Management
Connecticut
$269M -$31.7M -11% 6.79% 85.1% 29 13.79% 1.9
Cincinnati Specialty Underwriters Insurance
4124
Cincinnati Specialty Underwriters Insurance
Ohio
$269M -$17.9M -6% 4.83% 115% 38 0% 5.9
UBP Investment Advisors
4125
UBP Investment Advisors
Switzerland
$269M -$5.78M -2% 1.84% 11.2% 105 10.48% 1.8