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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)
SSI
4201
Scott & Selber Inc
Texas
$259M -$22.5M -8% 1.67% 202% 119 22.69% 2.9
Ballast Inc
4202
Ballast Inc
Kentucky
$259M +$2.45M +1% 3.97% 71.3% 114 8.77% 2.8
L.M. Kohn & Company
4203
L.M. Kohn & Company
Ohio
$259M – – 3.15% 97.9% 242 – 0
CWAG
4204
Compton Wealth Advisory Group
Virginia
$259M +$26M +11% 4.3% 76.1% 113 36.28% 1.6
RG
4205
Retirement Group
California
$259M +$29.9M +13% 3.9% 33.7% 866 18.36% 1.4
Denali Advisors
4206
Denali Advisors
California
$259M -$8.19M -3% 2% 106% 431 23.67% 1.3
Boltwood Capital Management
4207
Boltwood Capital Management
California
$259M -$11.9M -4% 3.65% 63% 160 5% 5
Packer & Co
4208
Packer & Co
Australia
$259M – – 18.7% – 2 – 3.8
GFI
4209
Global Frontier Investments
South Carolina
$259M -$6.3M -2% 3.31% – 23 13.04% 1.2
Somerset Trust
4210
Somerset Trust
Pennsylvania
$259M -$15.8M -6% 4.57% 80.5% 153 5.23% 4.2
Mathes Company
4211
Mathes Company
New York
$258M -$34.4M -12% 6.09% 121% 138 12.32% 4.7
United Capital Management of KS
4212
United Capital Management of KS
Kansas
$258M -$10.3M -4% 1.7% 272% 100 18% 2.1
AlphaCore Capital
4213
AlphaCore Capital
California
$258M +$28.3M +12% 3.68% 85.9% 159 46.54% 0.8
Westwood Wealth Management
4214
Westwood Wealth Management
California
$258M +$23.1M +10% 6.18% 495% 64 40.63% 0.2
ADW Capital Management
4215
ADW Capital Management
Florida
$258M -$69.9M -21% 21.3% 78.2% 7 0% 1.7
Biltmore Wealth Management
4216
Biltmore Wealth Management
Arizona
$257M -$8.43M -3% 2.14% 59.8% 52 3.85% 2.4
Cornell Pochily Investment Advisors
4217
Cornell Pochily Investment Advisors
New York
$257M +$43K +0% 0.63% 97% 173 9.83% 3
DFPG Investments
4218
DFPG Investments
Utah
$257M +$17.3M +7% 0.99% 38.2% 189 16.4% 1.9
Capital Planning
4219
Capital Planning
Washington
$257M -$13.4M -5% 5.09% 81.2% 72 18.06% 1.2
MHP
4220
Manatuck Hill Partners
Connecticut
$257M -$7.39M -3% 6.49% 556% 157 60.51% 0.6
BigSur Wealth Management
4221
BigSur Wealth Management
Florida
$257M +$1.05M +0.4% 0.46% 94.8% 146 12.33% 2.7
Vantage Consulting Group
4222
Vantage Consulting Group
Virginia
$256M -$116M -31% 4.67% 261% 237 11.81% 0.9
Ballast Advisors
4223
Ballast Advisors
Minnesota
$256M -$5.32M -2% 4.06% 66.7% 191 7.33% 1.9
Lumbard & Kellner
4224
Lumbard & Kellner
New Hampshire
$256M -$9.09M -3% 7.45% 137% 102 15.69% 3.4
Oarsman Capital
4225
Oarsman Capital
Wisconsin
$256M +$2.4M +0.9% 1.01% 70.6% 202 14.85% 3.9