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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
AL3A
5526
Accel Leaders 3 Associates
California
$234M +$45.2M +24% 24% 1 0%
ACM
5527
Ardent Capital Management
Ohio
$234M -$19.1M -8% 1.39% 77.5% 50 6%
JHWEPV
5528
J.H. Whitney Equity Partners VII
Connecticut
$233M -$62.7M -21% 21.2% 519% 1 0%
EIA
5529
Eastover Investment Advisors
North Carolina
$233M +$5.99M +3% 1.76% 102% 52 13.46%
BH
5530
Burk Holdings
Oklahoma
$233M +$23.7M +11% 1.87% 676 88.46%
CKAIS
5531
Christensen King & Associates Investment Services
Washington
$233M -$1.26M -0.5% 0.8% 108 4.63%
NTIC
5532
Napean Trading & Investment Company
Singapore
$233M -$281M -55% 15.6% 37 56.76%
EML
5533
Eos Management LP
New York
$233M -$24M -9% 3.1% 152% 47 23.4%
FWA
5534
Flagship Wealth Advisors
Massachusetts
$233M -$111M -32% 2.11% 417 21.82%
LWM
5535
Lakeridge Wealth Management
Ohio
$233M +$12.6M +6% 0.09% 171 9.94%
TLA
5536
Tree Line Advisors
Hong Kong
$233M -$206M -47% 6.11% 277% 6 50%
NFG
5537
Northbridge Financial Group
Florida
$232M +$9.63M +4% 4.59% 173 10.4%
OAM
5538
Oxford Asset Management
United Kingdom
$232M -$41.6M -15% 1.28% 768 80.6%
5SA
5539
5th Street Advisors
Connecticut
$232M +$18M +8% 0.68% 39.2% 56 17.86%
KG
5540
Kilter Group
New York
$232M +$5.58M +2% 2.4% 1,697 25.87%
CCM
5541
Cambridge Capital Management
Illinois
$232M +$9.4M +4% 0.54% 45 2.22%
BCM
5542
Banyan Capital Management
Georgia
$232M +$1.97M +0.9% 3.39% 52.7% 58 10.34%
VOMP
5543
Vision One Management Partners
Florida
$232M +$53.8M +30% 31.7% 10 10%
DTC
5544
Davidson Trust Company
Washington
$232M -$7.84M -3% 0.59% 64.6% 183 9.84%
SOAG
5545
Silver Oak Advisory Group
Oregon
$232M +$10.7M +5% 0.21% 20.1% 81 8.64%
RWS
5546
Resolute Wealth Strategies
Mississippi
$232M +$3.67M +2% 2.38% 97% 123 18.7%
WA
5547
Westfuller Advisors
New York
$232M -$15.6M -6% 1.54% 799 10.51%
SC
5548
SMA Capital
New York
$232M +$22.6M +11% 9.29% 116 81.03%
BA
5549
Baugh & Associates
Georgia
$232M +$28.2M +14% 3.86% 83.8% 45 11.11%
RWMG
5550
Redwood Wealth Management Group
New Jersey
$232M -$7.52M -3% 0.37% 74.1% 197 19.29%