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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Eastover Investment Advisors
Charlotte,
North Carolina
| $233M | +$5.99M | +3% | 1.76% | 105% | 52 | 13.46% | 3.2 |
|
| 5677 |
5677
Burk Holdings
Tulsa,
Oklahoma
| $233M | +$23.7M | +11% | 1.87% | – | 676 | 88.46% | 0.1 |
|
| 5678 |
5678
Christensen King & Associates Investment Services
Richland,
Washington
| $233M | -$1.26M | -0.5% | 0.8% | 57.9% | 108 | 4.63% | 2 |
|
| 5679 |
NTIC
5679
Napean Trading & Investment Company
Singapore
| $233M | -$281M | -55% | 15.6% | 313% | 37 | 56.76% | 1.3 |
|
| 5680 |
5680
Eos Management LP
New York
| $233M | -$24M | -9% | 3.1% | 149% | 47 | 23.4% | 2.9 |
|
| 5681 |
5681
Flagship Wealth Advisors
Wakefield,
Massachusetts
| $233M | -$111M | -32% | 2.11% | – | 417 | 21.82% | 1.1 |
|
| 5682 |
5682
Lakeridge Wealth Management
Mentor,
Ohio
| $233M | +$12.6M | +6% | 0.09% | – | 171 | 9.94% | 1.7 |
|
| 5683 |
5683
Tree Line Advisors
Central,
Hong Kong
| $233M | -$206M | -47% | 6.11% | 670% | 6 | 50% | 1.9 |
|
| 5684 |
5684
Northbridge Financial Group
Tampa,
Florida
| $232M | +$9.6M | +4% | 4.59% | – | 173 | 10.4% | 0.2 |
|
| 5685 |
5685
5th Street Advisors
Southport,
Connecticut
| $232M | +$18M | +8% | 0.68% | 52.2% | 56 | 17.86% | 1.4 |
|
| 5686 |
5686
Kilter Group
Rhinebeck,
New York
| $232M | +$5.58M | +2% | 2.4% | – | 1,697 | 25.87% | 0.5 |
|
| 5687 |
5687
Cambridge Capital Management
O'fallon,
Illinois
| $232M | +$9.4M | +4% | 0.54% | 55.9% | 45 | 2.22% | 1.9 |
|
| 5688 |
5688
Banyan Capital Management
Atlanta,
Georgia
| $232M | +$1.97M | +0.9% | 3.39% | 44.4% | 58 | 10.34% | 1.9 |
|
| 5689 |
5689
Vision One Management Partners
Miami,
Florida
| $232M | +$53.8M | +30% | 31.7% | – | 10 | 10% | 1.2 |
|
| 5690 |
5690
Davidson Trust Company
Seattle,
Washington
| $232M | -$7.84M | -3% | 0.59% | 77% | 183 | 9.84% | 3.6 |
|
| 5691 |
TGY2IT
5691
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| $232M | +$95.3M | +70% | 8.22% | – | 462 | 91.99% | 0 |
|
| 5692 |
5692
Silver Oak Advisory Group
Portland,
Oregon
| $232M | +$10.7M | +5% | 0.21% | 28.9% | 81 | 8.64% | 2.8 |
|
| 5693 |
5693
Resolute Wealth Strategies
Jackson,
Mississippi
| $232M | +$3.67M | +2% | 2.38% | 105% | 123 | 18.7% | 2.1 |
|
| 5694 |
5694
Westfuller Advisors
New York
| $232M | -$15.6M | -6% | 1.54% | – | 799 | 10.51% | 0.6 |
|
| 5695 |
5695
SMA Capital
New York
| $232M | +$22.6M | +11% | 9.29% | – | 116 | 81.03% | 0.1 |
|
| 5696 |
5696
Baugh & Associates
Atlanta,
Georgia
| $232M | +$28.2M | +14% | 3.86% | 98.8% | 45 | 11.11% | 5.6 |
|
| 5697 |
5697
Redwood Wealth Management Group
Medford,
New Jersey
| $232M | -$7.52M | -3% | 0.37% | 74.1% | 197 | 19.29% | 2 |
|
| 5698 |
TW
5698
Titan Wealth
St Peter Port,
| $232M | -$28.6M | -11% | 0.62% | – | 74 | 41.89% | 0.2 |
|
| 5699 |
5699
Strategic Financial Partners
Bend,
Oregon
| $232M | +$550K | +0.2% | 1.56% | 54.8% | 88 | 13.64% | 3.8 |
|
| 5700 |
SM
5700
Samjo Management
New York
| $231M | -$27.4M | -11% | 7.5% | – | 61 | 18.03% | 1.7 |
|