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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)
Eastover Investment Advisors
5676
Eastover Investment Advisors
North Carolina
$233M +$5.99M +3% 1.76% 105% 52 13.46% 3.2
Burk Holdings
5677
Burk Holdings
Oklahoma
$233M +$23.7M +11% 1.87% – 676 88.46% 0.1
Christensen King & Associates Investment Services
5678
Christensen King & Associates Investment Services
Washington
$233M -$1.26M -0.5% 0.8% 57.9% 108 4.63% 2
NTIC
5679
Napean Trading & Investment Company
Singapore
$233M -$281M -55% 15.6% 313% 37 56.76% 1.3
Eos Management LP
5680
Eos Management LP
New York
$233M -$24M -9% 3.1% 149% 47 23.4% 2.9
Flagship Wealth Advisors
5681
Flagship Wealth Advisors
Massachusetts
$233M -$111M -32% 2.11% – 417 21.82% 1.1
Lakeridge Wealth Management
5682
Lakeridge Wealth Management
Ohio
$233M +$12.6M +6% 0.09% – 171 9.94% 1.7
Tree Line Advisors
5683
Tree Line Advisors
Hong Kong
$233M -$206M -47% 6.11% 670% 6 50% 1.9
Northbridge Financial Group
5684
Northbridge Financial Group
Florida
$232M +$9.6M +4% 4.59% – 173 10.4% 0.2
5th Street Advisors
5685
5th Street Advisors
Connecticut
$232M +$18M +8% 0.68% 52.2% 56 17.86% 1.4
Kilter Group
5686
Kilter Group
New York
$232M +$5.58M +2% 2.4% – 1,697 25.87% 0.5
Cambridge Capital Management
5687
Cambridge Capital Management
Illinois
$232M +$9.4M +4% 0.54% 55.9% 45 2.22% 1.9
Banyan Capital Management
5688
Banyan Capital Management
Georgia
$232M +$1.97M +0.9% 3.39% 44.4% 58 10.34% 1.9
Vision One Management Partners
5689
Vision One Management Partners
Florida
$232M +$53.8M +30% 31.7% – 10 10% 1.2
Davidson Trust Company
5690
Davidson Trust Company
Washington
$232M -$7.84M -3% 0.59% 77% 183 9.84% 3.6
TGY2IT
5691
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$232M +$95.3M +70% 8.22% – 462 91.99% 0
Silver Oak Advisory Group
5692
Silver Oak Advisory Group
Oregon
$232M +$10.7M +5% 0.21% 28.9% 81 8.64% 2.8
Resolute Wealth Strategies
5693
Resolute Wealth Strategies
Mississippi
$232M +$3.67M +2% 2.38% 105% 123 18.7% 2.1
Westfuller Advisors
5694
Westfuller Advisors
New York
$232M -$15.6M -6% 1.54% – 799 10.51% 0.6
SMA Capital
5695
SMA Capital
New York
$232M +$22.6M +11% 9.29% – 116 81.03% 0.1
Baugh & Associates
5696
Baugh & Associates
Georgia
$232M +$28.2M +14% 3.86% 98.8% 45 11.11% 5.6
Redwood Wealth Management Group
5697
Redwood Wealth Management Group
New Jersey
$232M -$7.52M -3% 0.37% 74.1% 197 19.29% 2
TW
5698
Titan Wealth
$232M -$28.6M -11% 0.62% – 74 41.89% 0.2
Strategic Financial Partners
5699
Strategic Financial Partners
Oregon
$232M +$550K +0.2% 1.56% 54.8% 88 13.64% 3.8
SM
5700
Samjo Management
New York
$231M -$27.4M -11% 7.5% – 61 18.03% 1.7