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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)
Mitchell Sinkler & Starr
5926
Mitchell Sinkler & Starr
Pennsylvania
$221M -$1.08M -0.5% 2.46% 85.6% 145 6.21% 5.3
Silver Oak Advisory Group
5927
Silver Oak Advisory Group
Oregon
$221M +$166K +0.1% 0.79% 28.9% 79 7.59% 2.8
Brentview Investment Management
5928
Brentview Investment Management
Illinois
$221M +$1.68M +0.8% 2.98% – 70 12.86% 0.8
Gildi lifeyrissjodur
5929
Gildi lifeyrissjodur
$221M – – 8.71% – 2 – 0
CastleKeep Investment Advisors
5930
CastleKeep Investment Advisors
Connecticut
$221M +$7.14M +3% 2.31% – 92 7.61% 1.4
Transcendent Capital Group
5931
Transcendent Capital Group
Oklahoma
$221M -$2.56M -1% 1.55% 82.3% 133 24.06% 1.3
Forager Capital Management
5932
Forager Capital Management
Alabama
$221M -$5.8M -3% 4.61% 52.6% 12 16.67% 2.5
SA
5933
Sunesis Advisors
Kansas
$221M +$6.76M +3% 1.82% – 55 10.91% 2.8
Robbins Farley
5934
Robbins Farley
New Hampshire
$221M -$20M -8% 0.68% 106% 180 22.78% 2.9
Grand Wealth Management
5935
Grand Wealth Management
Michigan
$221M +$13.3M +6% 2.31% 54.1% 86 18.6% 2.2
TFG
5936
Team Financial Group
California
$220M +$4.65M +2% 1.26% 46% 276 10.14% 0.7
Seamount Financial Group
5937
Seamount Financial Group
Colorado
$220M +$8.45M +4% 2.57% 79.7% 138 7.25% 1.4
Forte Asset Management
5938
Forte Asset Management
New York
$220M +$12.4M +6% 1.04% 57.7% 75 5.33% 2.1
Causey Wealth LLC
5939
Causey Wealth LLC
Colorado
$220M +$15.3M +7% 1.55% – 76 18.42% 0.8
Heritage Family Offices
5940
Heritage Family Offices
Arizona
$220M +$5.14M +2% 2.1% – 220 18.64% 1.1
Cooper/Haims Advisors
5941
Cooper/Haims Advisors
New York
$220M +$5.99M +3% 0.55% 58.8% 105 20.95% 3.8
Lakeridge Wealth Management
5942
Lakeridge Wealth Management
Ohio
$220M -$4.99M -2% 2.11% – 163 10.43% 1.6
Elite Financial
5943
Elite Financial
Idaho
$220M +$1.58M +0.7% 1.38% – 54 1.85% 0.9
Tandem Capital Management
5944
Tandem Capital Management
New Jersey
$220M +$4.99M +2% 2.64% 128% 122 9.02% 3.5
Horizon Financial Services
5945
Horizon Financial Services
North Carolina
$220M +$10.1M +5% 1.06% 42.6% 387 13.7% 1.3
Yoder Wealth Management
5946
Yoder Wealth Management
California
$220M +$8.29M +4% 2.16% 69.3% 123 9.76% 2.1
Mad River Investors
5947
Mad River Investors
Massachusetts
$220M -$14.1M -6% 5.22% 169% 40 12.5% 2.8
Rockingstone Advisors
5948
Rockingstone Advisors
Massachusetts
$219M +$16.8M +8% 5.87% 114% 115 9.57% 2.3
AFT
5949
Alpha Family Trust
California
$219M +$6.25M +3% 4.98% 215% 209 15.31% 1.8
PACK Private Wealth
5950
PACK Private Wealth
Minnesota
$219M +$7.06M +3% 2.36% 52.8% 58 5.17% 2.5