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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
POEH
3201
Post Oak Energy Holdings
Texas
$468M +$97.9M +26% 26.8% 64.6% 3 0%
SPA
3202
Sentinel Pension Advisors
Massachusetts
$468M +$47.2M +11% 5.09% 46.5% 112 16.07%
MFS
3203
McNamara Financial Services
Massachusetts
$467M +$20.4M +5% 4.39% 42.6% 70 8.57%
SAM
3204
Strategy Asset Managers
California
$467M +$45.2M +11% 11.4% 108% 257 21.4%
CICC
3205
Capital Investment Counsel (Colorado)
Colorado
$466M +$201M +76% 7.46% 135 18.52%
4WM
3206
49 Wealth Management
Texas
$466M +$77.3M +20% 4.74% 140 22.14%
BCM
3207
Brigade Capital Management
New York
$466M -$2.31B -83% 8.09% 42.7% 35 48.57%
WFA
3208
West Financial Advisors
Iowa
$466M +$27.5M +6% 5.27% 45.1% 168 14.88%
SAM
3209
Summit Asset Management
Tennessee
$466M +$48.1M +12% 7.48% 48.9% 162 7.41%
BBPWM
3210
Blue Bell Private Wealth Management
Pennsylvania
$466M +$47.8M +11% 8.09% 62.5% 759 10.67%
CC
3211
Cannell Capital
Wyoming
$466M +$4.41M +1% 4.36% 127% 69 37.68%
IWP
3212
IAG Wealth Partners
Wisconsin
$466M +$27.3M +6% 6.63% 47.3% 467 13.7%
LSC
3213
Logan Stone Capital
Illinois
$465M -$29M -6% 5.42% 43.9% 182 40.11%
TPA
3214
Trivium Point Advisory
Connecticut
$465M +$52.3M +13% 11.7% 106% 234 20.51%
NRD
3215
Nebula Research & Development
New York
$464M +$133M +40% 4.65% 1,048 73.85%
PWMG
3216
Prestige Wealth Management Group
New Jersey
$464M +$23.5M +5% 6.7% 55.8% 1,058 6.71%
FRM
3217
Fox Run Management
Connecticut
$464M +$71.8M +18% 6.55% 64% 1,135 76.39%
SGA
3218
Strategic Global Advisors
California
$463M +$26.7M +6% 14.1% 137% 164 26.22%
TA
3219
TRB Advisors
New York
$463M +$84.5M +22% 8.51% 64% 12 66.67%
CFMC
3220
Curbstone Financial Management Corp
New Hampshire
$463M +$22.3M +5% 6.82% 63.3% 191 2.62%
KIG
3221
Kowal Investment Group
Wisconsin
$463M +$34.2M +8% 6.36% 21.1% 186 17.74%
PWS
3222
Private Wealth Strategies
Ohio
$462M +$11.4M +3% 7.35% 18.8% 81 24.69%
PGA
3223
Pilgrim Global Advisors
Nevada
$462M +$184M +66% 32.8% 8 37.5%
GRA
3224
Goehring & Rozencwajg Associates
New York
$462M +$47.8M +12% 6.22% 148% 51 1.96%
AA
3225
AF Advisors
California
$461M +$32.6M +8% 7.48% 76.5% 22 18.18%