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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)
Oakmont Advisory Group
8251
Oakmont Advisory Group
New Mexico
$98.2M +$4.5M +5% 0.82% – 130 19.23% 0.2
Sulzberger Capital Advisors
8252
Sulzberger Capital Advisors
Florida
$98M -$1.02M -1% 2.06% – 53 9.43% 1.1
Thayer Financial
8253
Thayer Financial
North Carolina
$98M +$3.37M +4% 0.91% – 33 0% 0.3
Walsky Investment Management
8254
Walsky Investment Management
Pennsylvania
$98M -$227K -0.2% 1.09% – 53 7.55% 0.2
Advisory Advocates
8255
Advisory Advocates
Michigan
$97.9M -$2.63M -3% 3.34% – 181 18.78% 0.2
Ebert Capital Management
8256
Ebert Capital Management
California
$97.9M -$5.49M -5% 7.36% – 26 3.85% 0.2
Unified Investment Management
8257
Unified Investment Management
Georgia
$97.9M -$1.93M -2% 0.53% – 141 7.8% 1.1
Wulff, Hansen & Co
8258
Wulff, Hansen & Co
California
$97.9M -$21.3M -18% 1.9% 85.8% 104 7.69% 2.9
Whitford Management
8259
Whitford Management
New York
$97.9M -$583K -0.6% 2.74% 76.2% 30 40% 0.7
Financial Network Wealth Advisors
8260
Financial Network Wealth Advisors
Utah
$97.7M +$1.73M +2% 0.29% 57.7% 917 24.97% 1.3
GH
8261
GLP Holdings
Georgia
$97.7M -$7.28M -7% 6.91% – 4 0% 0.3
Urban Wealth Management
8262
Urban Wealth Management
California
$97.7M -$9.9M -9% 2.61% – 101 14.85% 1.5
CSP Financial Group
8263
CSP Financial Group
Arizona
$97.7M – – 0.21% – 20 – 0
Bluebird Wealth Management
8264
Bluebird Wealth Management
Massachusetts
$97.7M -$9.38M -9% 1.6% – 88 32.95% 0.2
Villanova Investment Management
8265
Villanova Investment Management
Pennsylvania
$97.6M -$44.3M -31% 4.62% – 60 11.67% 1.4
BJB
8266
Broadhurst Jeffrey B
$97.6M +$1.28M +1% 1.05% – 42 7.14% 0.2
RCW Management
8267
RCW Management
Florida
$97.6M -$1.44M -1% 1.76% – 69 5.8% 0.2
Chiron Capital Management
8268
Chiron Capital Management
Florida
$97.5M – – 4.31% – 117 – 2.2
Sensenig Capital Advisors
8269
Sensenig Capital Advisors
Pennsylvania
$97.5M -$874K -0.9% 1.07% – 36 16.67% 0.2
Ballast Financial Advisors
8270
Ballast Financial Advisors
Pennsylvania
$97.5M +$413K +0.4% 0.24% – 72 8.33% 0.2
JKSF
8271
John & Kathleen Schreiber Foundation
Illinois
$97.5M -$31M -24% 21.8% 30.8% 4 0% 3.3
Cogent Strategic Wealth
8272
Cogent Strategic Wealth
Illinois
$97.3M +$5.58M +6% 1.7% – 57 17.54% 0.2
Atlas Wealth Partners
8273
Atlas Wealth Partners
Pennsylvania
$97.3M +$6.27M +7% 12.9% 145% 67 7.46% 1.5
Strategic Financial Group
8274
Strategic Financial Group
Michigan
$97.1M – – 0.18% – 18 – 0
Arrington Capital Management
8275
Arrington Capital Management
Florida
$97.1M -$9.5M -9% 2.53% – 37 45.95% 0.2