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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)
Eagle Health Investments
4176
Eagle Health Investments
Connecticut
$381M -$24.2M -6% 16.3% 241% 25 24% 1.7
Holistic Planning
4177
Holistic Planning
Texas
$381M +$31.5M +9% 5.9% 61.9% 239 11.72% 1.1
Astoria Portfolio Advisors
4178
Astoria Portfolio Advisors
New York
$381M +$25M +7% 7.33% 75.4% 307 28.34% 1.6
Parus Finance (UK)
4179
Parus Finance (UK)
United Kingdom
$381M +$31.1M +9% 19.5% 199% 34 17.65% 3.9
Great Oak Capital Partners
4180
Great Oak Capital Partners
Massachusetts
$381M +$31.6M +9% 6.07% – 44 20.45% 1.2
One Charles Private Wealth Services
4181
One Charles Private Wealth Services
Massachusetts
$381M +$24.7M +7% 3.99% 99.7% 171 5.85% 2.7
Singapore Technologies Telemedia
4182
Singapore Technologies Telemedia
Singapore
$381M -$103M -21% 26.6% 185% 1 0% 8.5
West Virginia University Foundation
4183
West Virginia University Foundation
West Virginia
$380M +$48.7M +15% 7.88% – 2 0% 0.8
Supplemental Annuity Collective Trust (SACT) of New Jersey
4184
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$380M +$25M +7% 10.7% 166% 211 5.21% 7.7
CM Wealth Advisors
4185
CM Wealth Advisors
Ohio
$379M +$39.4M +12% 8.88% 64.7% 90 10% 2.1
BOCHK Asset Management
4186
BOCHK Asset Management
Hong Kong
$379M +$34.2M +10% 11.2% 503% 100 60% 0.4
Discipline Wealth Solutions
4187
Discipline Wealth Solutions
South Carolina
$379M +$118M +45% 6.4% 45.9% 156 41.67% 0.6
Cadent Capital Advisors
4188
Cadent Capital Advisors
Oklahoma
$379M +$68.2M +22% 10.7% 106% 216 35.65% 1.8
Navalign LLC
4189
Navalign LLC
California
$379M +$16.4M +5% 6.2% 50.7% 123 7.32% 3.4
Flagstone Financial Management
4190
Flagstone Financial Management
Nebraska
$379M +$30.1M +9% 5.63% 46.2% 63 7.94% 1.9
Eleva Capital
4191
Eleva Capital
France
$379M -$84.9M -18% 29.7% – 37 70.27% 0.2
Strata Wealth Advisors
4192
Strata Wealth Advisors
Texas
$379M +$15.9M +4% 6.88% 73.6% 104 27.88% 1.3
Rivermont Capital Management
4193
Rivermont Capital Management
New York
$379M +$64.9M +21% 24.7% 555% 23 43.48% 0.9
Lead Edge Capital Management
4194
Lead Edge Capital Management
New York
$378M +$17.2M +5% 7.77% 20.2% 9 11.11% 1.3
Freedom Investment Management
4195
Freedom Investment Management
Connecticut
$378M -$875M -70% 6.78% 71.9% 739 81.73% 3.7
Peak Financial Management
4196
Peak Financial Management
Massachusetts
$378M +$26.7M +8% 6.62% 58.2% 106 15.09% 4.1
Strategic Investment Solutions
4197
Strategic Investment Solutions
Illinois
$378M +$47.5M +14% 9.4% – 680 16.32% 1.6
GSG Advisors
4198
GSG Advisors
New Jersey
$378M +$32.9M +10% 10.8% 99.3% 129 10.08% 1.5
Turiya Advisors Asia
4199
Turiya Advisors Asia
Hong Kong
$378M +$136M +56% 10.5% 247% 6 66.67% 0.2
Hartford Financial Management
4200
Hartford Financial Management
Connecticut
$378M +$11.9M +3% 7.83% 87.9% 352 4.83% 6.8