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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)
Robertson Opportunity Capital
4126
Robertson Opportunity Capital
Texas
$235M -$12.8M -5% 15.9% 93.4% 30 6.67% 4.3
KB Financial Partners
4127
KB Financial Partners
New Jersey
$235M – – 3.95% – 622 – 0
Blue Zone Wealth Advisors
4128
Blue Zone Wealth Advisors
California
$235M +$27.9M +13% 4.15% 91.1% 88 21.59% 0.7
SFSIG
4129
San Francisco Sentry Investment Group
California
$235M +$22.1M +10% 6.37% 436% 743 7.67% 3.1
OneAscent Wealth Management
4130
OneAscent Wealth Management
Alabama
$235M +$13.8M +6% 3.46% 50.6% 239 21.76% 0.2
Forefront Analytics
4131
Forefront Analytics
Pennsylvania
$235M +$4.45M +2% 2.78% 50.9% 74 24.32% 1.8
Malaga Cove Capital
4132
Malaga Cove Capital
California
$234M +$21.6M +10% 8.84% 97.3% 170 20% 1.5
First United Bank & Trust
4133
First United Bank & Trust
Maryland
$234M +$27.1M +13% 7.14% 78% 158 11.39% 3.6
DFPG Investments
4134
DFPG Investments
Utah
$234M +$16.6M +8% 5.72% 38.2% 181 22.65% 1.3
West Oak Capital
4135
West Oak Capital
California
$234M +$18.7M +9% 5.64% 110% 374 14.97% 3.8
OR
4136
Olympiad Research
Connecticut
$234M +$59.8M +34% 15% 187% 198 52.02% 0.3
Riversedge Advisors
4137
Riversedge Advisors
Delaware
$234M +$18.1M +8% 3.99% 71.3% 50 10% 1.1
Smithbridge Asset Management
4138
Smithbridge Asset Management
Pennsylvania
$234M +$16.7M +8% 7.22% – 91 8.79% 4.4
DMK
4139
David M. Knott
$234M +$12.8M +6% 17.2% 81% 149 39.6% 2.5
Knuff & Co
4140
Knuff & Co
California
$234M -$8.96M -4% 2.5% 108% 168 13.1% 1.6
HCM
4141
Hudson Capital Management
New Jersey
$234M +$7.91M +4% 6.21% 66.8% 71 19.72% 2.1
Allied Investment Advisors
4142
Allied Investment Advisors
Montana
$234M +$25.4M +12% 11.4% 68.4% 53 9.43% 2.5
Physicians Financial Services
4143
Physicians Financial Services
North Carolina
$233M +$26.2M +13% 4.98% 116% 118 11.02% 3.7
Ashburton (Jersey)
4144
Ashburton (Jersey)
Jersey
$233M -$8.54M -4% 9.33% – 75 20% 2.4
BUF
4145
Builders Union Fund
Delaware
$233M – – 1.65% – 8 – 0
Builders Union
4146
Builders Union
United Kingdom
$233M -$47M -17% 1.65% – 10 30% 0.2
Uncommon Cents Investing
4147
Uncommon Cents Investing
Wisconsin
$233M +$11.2M +5% 9.64% 91.4% 129 3.1% 2.2
Rollins Financial
4148
Rollins Financial
Georgia
$233M +$14M +6% 1.97% – 93 13.98% 0.2
Bison Wealth
4149
Bison Wealth
Georgia
$233M +$19.1M +9% 5.34% 37.4% 488 19.47% 2
AMC
4150
Asset Management Corp
Illinois
$233M +$54.2M +30% 4.6% 57.1% 211 31.75% 0.7