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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)
Post Oak Energy Holdings
4751
Post Oak Energy Holdings
Texas
$287M -$4.84M -2% 1.66% 64.6% 1 0% 2.5
Old Point Trust & Financial Services N A
4752
Old Point Trust & Financial Services N A
Virginia
$287M +$1.64M +0.6% 7.67% 87.3% 361 13.57% 2.9
Hendley & Co
4753
Hendley & Co
Ohio
$286M +$372K +0.1% 7.39% 54.8% 54 20.37% 6
Capital Today Evergreen Fund
4754
Capital Today Evergreen Fund
Cayman Islands
$286M -$42.3M -13% 12.7% 23.7% 3 0% 2.1
BCH
4755
Berkshire Capital Holdings
California
$286M +$76.7M +37% 59.3% 2,748% 102 5.88% 2.9
Sicart Associates
4756
Sicart Associates
New York
$286M -$3.33M -1% 11.7% 99.1% 78 23.08% 4
VWM
4757
VCI Wealth Management
Missouri
$286M +$47.3M +20% 11.6% – 104 2.88% 0.8
Fairfield Financial Advisors
4758
Fairfield Financial Advisors
Massachusetts
$285M +$20.1M +8% 7.51% – 75 17.33% 2.4
Reston Wealth Management
4759
Reston Wealth Management
Virginia
$285M +$38M +15% 9.58% 60.7% 58 22.41% 3.7
Carmel Capital Partners
4760
Carmel Capital Partners
California
$285M +$30.9M +12% 10.2% 65.1% 171 22.22% 2
Blue Investment Partners
4761
Blue Investment Partners
California
$285M +$19.5M +7% 9.41% – 58 25.86% 1.4
NWK Group
4762
NWK Group
California
$285M +$66.1M +30% 28.4% 268% 72 18.06% 3.3
Delta Financial Advisors
4763
Delta Financial Advisors
Louisiana
$284M +$18.1M +7% 9.71% 107% 113 2.65% 4.9
Pine Harbor Wealth Management
4764
Pine Harbor Wealth Management
Maryland
$284M +$34.4M +14% 7.58% – 109 20.18% 1.2
LCNB Corp
4765
LCNB Corp
Ohio
$284M +$12.6M +5% 8.85% 75.2% 190 7.37% 5.3
HCM
4766
Harspring Capital Management
New York
$284M +$22.7M +9% 7.76% 70.6% 18 16.67% 3
Horan Securities
4767
Horan Securities
United States
$284M +$19.9M +8% 8.57% 50.1% 155 14.84% 3.1
Quattro Financial Advisors
4768
Quattro Financial Advisors
Texas
$284M -$7.58M -3% 11.8% 77.6% 91 17.58% 1.8
LAM
4769
Lountzis Asset Management
Pennsylvania
$284M +$19.4M +7% 9.77% 144% 53 1.89% 3.1
Retirement Financial Solutions
4770
Retirement Financial Solutions
Tennessee
$284M +$27.2M +11% 6.37% 52.5% 39 7.69% 1.5
Left Brain Wealth Management
4771
Left Brain Wealth Management
Illinois
$284M +$54.7M +24% 31.4% 376% 115 39.13% 1.1
True Wealth Design
4772
True Wealth Design
Ohio
$284M +$21.2M +8% 7.53% 57% 2,879 18.86% 0.9
Cove Private Wealth
4773
Cove Private Wealth
New York
$284M +$93.5M +49% 13.5% 126% 158 24.68% 0.8
Core Wealth Management
4774
Core Wealth Management
Florida
$284M +$23M +9% 6.59% 44.5% 32 6.25% 1.7
Patriot Financial Partners
4775
Patriot Financial Partners
Pennsylvania
$284M -$13.1M -4% 1.61% 16.6% 10 10% 3.8