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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
4251
Post Oak Energy Holdings
Texas
$303M +$16.2M +6% 5.66% 113% 1 0%
FSA
4252
Financial Sense Advisors
California
$303M -$65.8M -18% 9.6% 149% 138 29.71%
CPWA
4253
Cerro Pacific Wealth Advisors
California
$302M +$37.6M +14% 0.63% 168 14.88%
DI
4254
DAGCO Inc
Ohio
$302M +$58.3M +24% 0.54% 66.5% 226 65.04%
SCP
4255
SailingStone Capital Partners
Texas
$301M -$16.7M -5% 8.77% 161% 14 21.43%
RH
4256
RFG Holdings
Texas
$301M +$17.6M +6% 2.76% 72.3% 59 13.56%
FAP
4257
Financial Advisory Partners
Florida
$301M -$23K -0% 0.01% 46.7% 67 1.49%
NCM
4258
Neumann Capital Management
California
$301M +$398K +0.1% 0.3% 79.4% 103 3.88%
FFM
4259
Flagstone Financial Management
Nebraska
$301M +$2.72M +0.9% 1.82% 43.9% 56 8.93%
KWM
4260
Kaydan Wealth Management
Michigan
$301M -$38M -11% 2.07% 57.8% 111 7.21%
HWMO
4261
Heritage Wealth Management (Ohio)
Ohio
$301M -$4.21M -1% 0.08% 241 12.03%
BF
4262
Brooklyn FI
New York
$301M +$16.7M +6% 0.56% 42.9% 64 9.38%
TCOT
4263
Trust Company of Tennessee
Tennessee
$300M +$652K +0.2% 0.4% 6 0%
V
4264
ValueWorks
New York
$300M -$13.7M -4% 8.88% 110% 34 0%
DIGDR
4265
Dynamo Internacional Gestao de Recursos
Brazil
$300M -$138M -32% 20.3% 67.3% 10 10%
EFP
4266
EnRich Financial Partners
Wisconsin
$300M +$919K +0.3% 2.18% 230 6.96%
CIM
4267
Chiron Investment Management
New York
$300M +$15.9M +6% 7.88% 104% 122 54.92%
SC
4268
Stolper & Co
Oklahoma
$300M -$5.46M -2% 1.16% 70.5% 91 5.49%
WA
4269
WP Advisors
California
$300M +$26.5M +10% 4.2% 95.5% 106 9.43%
FWM
4270
ForthRight Wealth Management
Georgia
$300M -$372K -0.1% 1.15% 36.6% 64 7.81%
SSC
4271
Syverson Strege & Co
Iowa
$300M +$1.5M +0.5% 2.16% 50.6% 78 11.54%
SFP
4272
Sandbox Financial Partners
Maryland
$300M +$17.3M +6% 5.08% 69.6% 115 13.04%
PWM
4273
Provident Wealth Management
Tennessee
$300M +$6.65M +2% 0.37% 43.3% 137 17.52%
AACA
4274
American Assets Capital Advisers
California
$300M -$26.1M -8% 4.88% 73.5% 40 7.5%
TA
4275
TrueWealth Advisors
Alabama
$300M +$289K +0.1% 0.41% 58.5% 246 18.7%