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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
POIA
6226
Pin Oak Investment Advisors
Texas
$81.1M +$1.44M +2% 9.5% 55.7% 441 13.38%
HI
6227
Harper Investing
California
$81M -$16.6M -17% 2.53% 53.4% 49 14.29%
SWM
6228
SFG Wealth Management
Maryland
$81M +$7.04M +10% 9.12% 82.1% 90 27.78%
A
6229
Atomvest
Hong Kong
$80.9M -$15.1M -16% 11.5% 90% 5 40%
YWS
6230
Yarger Wealth Strategies
Ohio
$80.7M +$5.33M +7% 4.38% 55.1% 51 17.65%
SAM
6231
Soditic Asset Management
United Kingdom
$80.7M +$502K +0.6% 8.16% 23.4% 11 18.18%
P
6232
Pariax
California
$80.7M -$6.45M -7% 4.98% 31 22.58%
EECFI
6233
EnCap Energy Capital Fund IX
Texas
$80.5M -$11.9M -13% 4.41% 69.2% 2 50%
OIM
6234
Oder Investment Management
California
$80.5M -$4.74M -6% 2.84% 88.7% 101 26.73%
BCP
6235
Bluegrass Capital Partners
Florida
$80.4M -$20.9M -21% 10.3% 56.2% 12 0%
AC
6236
AWH Capital
Texas
$80.4M +$11.7M +17% 8.52% 139% 25 16%
CCMW
6237
Cypress Capital Management (Wyoming)
Wyoming
$80.3M +$9.97M +14% 3.74% 138% 170 7.06%
SPWM
6238
Spartan Planning & Wealth Management
North Carolina
$80.2M +$3.84M +5% 7.58% 174 48.85%
CG
6239
Clifford Group
Massachusetts
$80.1M 7.52% 52.9% 74
NF
6240
Nvest Financial
New Hampshire
$79.9M +$9.19M +13% 9.08% 75.6% 51 7.84%
OCA
6241
Offit Capital Advisors
New York
$79.8M +$11.3M +16% 25.3% 1 0%
DJYG
6242
David J. Yvars Group
Florida
$79.8M -$10.2M -11% 9.27% 125% 71 14.08%
FW
6243
Fidato Wealth
Ohio
$79.7M +$6.52M +9% 6.66% 7 28.57%
MCAV
6244
Meritech Capital Associates VI
California
$79.7M -$17.4M -18% 16.6% 6 0%
PAM
6245
Premier Asset Management
Illinois
$79.6M -$16.9M -17% 10.2% 104% 121 23.14%
ACM
6246
Ativo Capital Management
Illinois
$79.5M +$15.8M +25% 11.1% 57.9% 62 24.19%
DIM
6247
DC Investments Management
Virginia
$79M +$35.3M +81% 3.41% 44.7% 65 64.62%
TMC
6248
Trellus Management Company
Florida
$79M -$3.38M -4% 1.32% 268% 73 49.32%
LGG
6249
Luts & Greenleigh Group
Maryland
$78.9M 14.1% 60
WAM
6250
Watershed Asset Management
California
$78.9M +$2.26M +3% 11.2% 159 52.2%