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
3101
Post Oak Energy Holdings
Texas
$468M +$97.9M +26% 3
SPA
3102
Sentinel Pension Advisors
Massachusetts
$468M +$47.2M +11% 112
MFS
3103
McNamara Financial Services
Massachusetts
$467M +$20.4M +5% 70
SAM
3104
Strategy Asset Managers
California
$467M +$45.2M +11% 257
CICC
3105
Capital Investment Counsel (Colorado)
Colorado
$466M +$201M +76% 135
TCA
3106
Troluce Capital Advisors
Puerto Rico
$466M +$226M +94% 81
4WM
3107
49 Wealth Management
Texas
$466M +$77.3M +20% 140
WFA
3108
West Financial Advisors
Iowa
$466M +$27.5M +6% 168
SAM
3109
Summit Asset Management
Tennessee
$466M +$48.1M +12% 162
BBPWM
3110
Blue Bell Private Wealth Management
Pennsylvania
$466M +$47.8M +11% 758
IWP
3111
IAG Wealth Partners
Wisconsin
$466M +$27.3M +6% 483
LSC
3112
Logan Stone Capital
Illinois
$465M -$29M -6% 182
TC
3113
Torno Capital
Massachusetts
$465M +$368M +379% 263
TPA
3114
Trivium Point Advisory
Connecticut
$465M +$52.3M +13% 234
NRD
3115
Nebula Research & Development
New York
$464M +$133M +40% 1,048
FRM
3116
Fox Run Management
Connecticut
$464M +$71.8M +18% 1,135
PWMG
3117
Prestige Wealth Management Group
New Jersey
$464M +$23.3M +5% 1,055
SGA
3118
Strategic Global Advisors
California
$463M +$26.7M +6% 164
TA
3119
TRB Advisors
New York
$463M +$84.5M +22% 12
CFMC
3120
Curbstone Financial Management Corp
New Hampshire
$463M +$22.3M +5% 191
KIG
3121
Kowal Investment Group
Wisconsin
$463M +$34.2M +8% 186
PWS
3122
Private Wealth Strategies
Ohio
$462M +$11.4M +3% 81
UM
3123
Ulysses Management
New York
$462M +$56.4M +14% 58
GRA
3124
Goehring & Rozencwajg Associates
New York
$462M +$47.8M +12% 51
AA
3125
AF Advisors
California
$461M +$32.6M +8% 22