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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)
UNC Management Company
6601
UNC Management Company
North Carolina
$122M -$11.9M -9% 10.2% 92% 3 66.67% 0.1
Frazier Financial Advisors
6602
Frazier Financial Advisors
Ohio
$122M +$6.65M +6% 7.55% – 1,012 20.55% 0.2
Safir Wealth Advisors
6603
Safir Wealth Advisors
New Hampshire
$122M +$10.7M +10% 6.13% 52.1% 17 11.76% 2.3
OF
6604
Outfitter Financial
Maine
$122M +$7.39M +6% 10.3% 97.6% 88 22.73% 2.5
Del-Sette Capital Management
6605
Del-Sette Capital Management
New York
$122M +$8.05M +7% 9.66% 112% 41 36.59% 1
Fortune 45 LLC
6606
Fortune 45 LLC
Louisiana
$122M +$12.4M +11% 8.91% 85.2% 26 7.69% 1.6
Walker Financial Services
6607
Walker Financial Services
Kentucky
$122M +$25M +26% 2.3% 20.8% 31 35.48% 1.3
RiverPark Advisors
6608
RiverPark Advisors
New York
$122M +$13.1M +12% 11.4% 87.5% 135 25.93% 1.9
Exchange Bank
6609
Exchange Bank
California
$122M +$6.23M +5% 7.52% 75.2% 116 8.62% 0.7
Doheny Asset Management
6610
Doheny Asset Management
California
$122M +$19.6M +19% 14.7% 135% 73 10.96% 5.9
Bruce G. Allen Investments
6611
Bruce G. Allen Investments
Colorado
$122M +$11.8M +11% 6.88% – 1,049 12.49% 0.2
Patrick M. Sweeney & Associates
6612
Patrick M. Sweeney & Associates
Illinois
$122M +$12.3M +11% 10.1% 90.4% 135 6.67% 0.2
Clear Point Advisors
6613
Clear Point Advisors
New York
$122M +$8.42M +7% 6.42% 56.7% 595 9.92% 0.2
Firetrail Investments
6614
Firetrail Investments
Australia
$122M -$14.2M -10% 15.7% 139% 24 29.17% 0.2
Paragon Financial Partners
6615
Paragon Financial Partners
California
$121M +$17.3M +17% 14.6% 90.6% 82 4.88% 2
Nabity-Jensen Investment Management
6616
Nabity-Jensen Investment Management
Nebraska
$121M +$10.3M +9% 10.3% 85.3% 83 6.02% 0.2
Lewis Asset Management
6617
Lewis Asset Management
California
$121M +$12.7M +12% 19.4% 142% 125 19.2% 0.2
Custom Portfolio Group
6618
Custom Portfolio Group
Colorado
$121M +$8.93M +8% 4.95% – 246 8.54% 0.2
HFAS
6619
Hummer Financial Advisory Services
Illinois
$121M +$12M +11% 8.56% 71.8% 109 11.01% 3.1
swisspartners Advisors
6620
swisspartners Advisors
Switzerland
$121M +$6.81M +6% 15.8% 75.9% 31 16.13% 2.7
J.H. Whitney Equity Partners VII
6621
J.H. Whitney Equity Partners VII
Connecticut
$121M -$9.24M -7% 7.09% 407% 1 0% 2.3
Prospect Financial Services
6622
Prospect Financial Services
New York
$121M +$22M +22% 10.9% – 77 15.58% 0.2
Clifford Group
6623
Clifford Group
Massachusetts
$121M +$13.2M +12% 8.29% 67.9% 75 6.67% 1.1
Omni 360 Wealth
6624
Omni 360 Wealth
New Jersey
$121M +$13.9M +13% 6.62% 59.9% 107 13.08% 0.2
BTS Asset Management
6625
BTS Asset Management
Massachusetts
$121M -$11.7M -9% 0.76% 8.8% 37 35.14% 0.9