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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)
II
6151
Ironclad Investments
Florida
$171M +$2.58M +2% 2.09% – 3 0% 1
Tudor Financial
6152
Tudor Financial
Ohio
$171M +$8.61M +5% 0.1% – 140 15.71% 0.2
MA
6153
Minerva Advisors
Pennsylvania
$171M -$1.6M -0.9% 1.8% 166% 57 0% 7.7
Glenorchy Capital
6154
Glenorchy Capital
Australia
$171M -$148M -47% 14.4% – 71 11.27% 0.9
venBio Partners
6155
venBio Partners
California
$171M -$23.6M -12% 11.1% 564% 7 14.29% 2.1
Twin Securities
6156
Twin Securities
New York
$171M +$82.1M +93% 6.47% 506% 20 60% 0.3
Centerline Wealth Advisors
6157
Centerline Wealth Advisors
Kentucky
$171M – – 0.96% – 35 – 0
Oxinas Partners Wealth Management
6158
Oxinas Partners Wealth Management
Indiana
$171M +$7.36M +5% 7.61% 91.4% 130 21.54% 2.3
Fedenia Advisers
6159
Fedenia Advisers
Wisconsin
$171M – – 6.74% – 459 – 0
PACK Private Wealth
6160
PACK Private Wealth
Minnesota
$170M -$6.07M -3% 4.16% 52.8% 43 11.63% 2.5
Napatree Capital
6161
Napatree Capital
Rhode Island
$170M +$26.9M +19% 0.15% – 183 14.21% 0.7
One Plus One Wealth Management
6162
One Plus One Wealth Management
Florida
$170M +$1.7M +1% 4.39% 71.9% 99 19.19% 2.2
Flagship Wealth Advisors
6163
Flagship Wealth Advisors
Massachusetts
$170M – – 1.16% – 377 – 0
Cairn Investment Group
6164
Cairn Investment Group
Washington
$170M -$10.8M -6% 2.4% 67.4% 72 12.5% 3.5
Mid-American Wealth Advisory Group
6165
Mid-American Wealth Advisory Group
Missouri
$170M +$10.8M +7% 2.18% 14.4% 56 44.64% 1.2
Fairfield, Bush & Co
6166
Fairfield, Bush & Co
Connecticut
$170M +$1.92M +1% 2.62% 112% 117 11.11% 6.5
KTC
6167
Kentucky Trust Company
Kentucky
$170M – – 0.78% – 303 – 0
EnCap Energy Capital Fund VIII
6168
EnCap Energy Capital Fund VIII
Texas
$170M +$13.7M +9% 9.38% 6.16% 4 50% 1.3
Pacific Capital Partners
6169
Pacific Capital Partners
$170M -$678K -0.4% 6.37% 61.4% 57 17.54% 1.1
Advantage Trust Company
6170
Advantage Trust Company
Kansas
$170M +$22.7M +15% 0.56% 77.6% 191 23.56% 0.7
Resurgent Financial Advisors
6171
Resurgent Financial Advisors
Georgia
$170M -$1.11M -0.6% 1.93% 86.4% 191 11.52% 2.1
Heritage Wealth Management (Texas)
6172
Heritage Wealth Management (Texas)
Texas
$170M -$2.62M -2% 1.32% 55.9% 39 20.51% 1.6
Cape Ann Savings Bank
6173
Cape Ann Savings Bank
Massachusetts
$170M -$2.53M -1% 0.57% 72.7% 91 6.59% 5.9
Peoples Bank (Ohio)
6174
Peoples Bank (Ohio)
Ohio
$170M -$26M -13% 0.92% 78.9% 127 25.2% 5.6
Mayfair Advisory Group
6175
Mayfair Advisory Group
Alabama
$170M +$11.2M +7% 1.62% 71.5% 169 15.38% 2.2