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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
EPCA
5626
Elizabeth Park Capital Advisors
Ohio
$137M -$18.4M -12% 5.29% 77.8% 57 26.32%
LFG
5627
Leverty Financial Group
Wisconsin
$137M +$9.82M +8% 5.87% 51.4% 28 0%
CBC
5628
Coombe, Bender & Co
New York
$137M +$9.63M +8% 3% 83 10.84%
SA
5629
Stonebridge Advisors
Connecticut
$137M -$1.1M -0.8% 0.84% 2.4% 4 0%
VSQM
5630
V-Square Quantitative Management
Illinois
$137M +$28.6M +26% 11.1% 99.3% 481 72.77%
CG
5631
Clarus Group
Texas
$137M +$30.6M +29% 8.38% 65.5% 119 25.21%
IFS
5632
Intelligent Financial Strategies
Minnesota
$137M +$9.52M +7% 8.09% 60.6% 93 3.23%
SAM
5633
Soditic Asset Management
United Kingdom
$137M +$46.7M +52% 9.23% 23.4% 10 0%
AIP
5634
Alapocas Investment Partners
Massachusetts
$137M +$16.2M +13% 13.8% 51.7% 20 10%
FNBOH
5635
First National Bank of Hutchinson
Kansas
$137M +$11.1M +9% 8.79% 94.8% 111 10.81%
FD
5636
Financial Designs
California
$137M +$3.03M +2% 3.45% 42.1% 14 0%
BWM
5637
BCS Wealth Management
Tennessee
$137M -$84.4M -38% 2.9% 46.7% 183 51.37%
YC
5638
Yunqi Capital
Hong Kong
$137M -$21.2M -13% 13.9% 10.8% 8 37.5%
FCMV
5639
Foresite Capital Management V
California
$137M +$1.63M +1% 12.2% 357% 11 9.09%
SFSG
5640
Sound Financial Strategies Group
Mississippi
$137M -$13M -9% 2.49% 18.2% 76 30.26%
AH
5641
Aviva Holdings
Bahamas
$137M -$6.55M -5% 1.32% 36.5% 4 0%
HM
5642
Heronetta Management
New York
$137M +$620K +0.5% 2.48% 64.4% 24 0%
CMBA
5643
C.M. Bidwell & Associates
Hawaii
$137M +$4.87M +4% 6.38% 59.8% 594 29.63%
BOC
5644
Bull Oak Capital
California
$137M +$7.43M +6% 16 6.25%
OIS
5645
Okabena Investment Services
Minnesota
$137M -$6.46M -5% 5.03% 58.5% 258 63.18%
MPCG
5646
Matrix Private Capital Group
New York
$137M -$7.7M -5% 5.22% 56% 202 18.81%
TCM
5647
Tao Capital Management
California
$137M +$10.9M +9% 20.8% 356% 16 18.75%
AGP
5648
Autumn Glory Partners
Texas
$137M +$19.6M +17% 5.32% 61.5% 183 56.83%
PWM
5649
Penobscot Wealth Management
Maine
$136M +$7.84M +6% 4.57% 50.5% 70 20%
CA
5650
CV Advisors
Florida
$136M +$22.1M +19% 12.1% 98.9% 23 8.7%