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OAK FAMILY ADVISORS, LLC 13F portfolio summary

OAK FAMILY ADVISORS, LLC of OAK FAMILY ADVISORS, LLC has 93 current stock holdings with a reported portfolio value of $355.3M. The portfolio 1 year return is +19.37%. Top holdings include IGSB (0.00%), IBTI (0.00%), BSMQ (0.00%), EVTR (0.00%), LEMB (0.00%).

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OAK FAMILY ADVISORS, LLC

OAK FAMILY ADVISORS, LLC
Latest filing: 2026-03-31

OAK FAMILY ADVISORS, LLC runs OAK FAMILY ADVISORS, LLC and currently holds 93 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $355.30M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OAK FAMILY ADVISORS, LLC ranks #699 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OAK FAMILY ADVISORS, LLC's portfolio at OAK FAMILY ADVISORS, LLC has delivered returns of +19.37%. Their 3-year annualized return is +54.84%. Looking at the 5-year horizon, OAK FAMILY ADVISORS, LLC has achieved +67.48% annualized returns at OAK FAMILY ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.37%
#677/1000
3 Year
+54.84%
#754/1000
5 Year
+67.48%
#564/1000

Portfolio Value

$355.30M

Alpha Score

47.1

#699 of 1000

Holdings

93

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change