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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)
Elizabeth Park Capital Advisors
7351
Elizabeth Park Capital Advisors
Ohio
$124M +$12.1M +11% 7% 119% 51 25.49% 1.8
Intrinsic Value Partners
7352
Intrinsic Value Partners
Arizona
$123M +$11.1M +10% 12.3% 126% 70 8.57% 2.6
Yorktown Energy Partners IX
7353
Yorktown Energy Partners IX
New York
$123M +$65.8M +115% 145% 67.3% 2 0% 5.4
Vested Financial Planning
7354
Vested Financial Planning
California
$123M +$10.9M +10% 6.44% – 30 6.67% 0.7
Epacria Capital Partners
7355
Epacria Capital Partners
Colorado
$123M +$3.47M +3% 4.06% 89.1% 34 0% 2.2
Equity Wealth Partners
7356
Equity Wealth Partners
Missouri
$123M – – 6.44% – 80 – 0
Midwest Financial Network
7357
Midwest Financial Network
Illinois
$123M +$22.5M +22% 4.43% – 67 16.42% 0.6
LWM
7358
Lighthouse Wealth Management
Ohio
$123M +$7.64M +7% 6.46% – 45 11.11% 0.6
DFA
7359
Davies Financial Advisors
California
$123M -$5.62M -4% 10.2% – 77 18.18% 1.2
Stonepine Capital Management
7360
Stonepine Capital Management
Oregon
$123M +$21.1M +21% 34.9% 231% 78 50% 0.7
Mallini Complete Financial Planning
7361
Mallini Complete Financial Planning
Florida
$123M +$43.8M +55% 4.96% – 63 7.94% 0.7
MJT & Associates Financial Advisory
7362
MJT & Associates Financial Advisory
Minnesota
$123M +$42.3M +52% 6.26% – 526 22.81% 0.4
OneAscent Family Office
7363
OneAscent Family Office
Alabama
$123M +$17.2M +16% 7.31% – 168 21.43% 0.5
CCP
7364
Crocodile Capital Partners
Germany
$123M +$63.3M +106% 38.3% 126% 12 8.33% 0.8
Stegent Equity Advisors
7365
Stegent Equity Advisors
Texas
$123M +$9.9M +9% 10.2% 96.4% 118 17.8% 1.7
ArborFi Advisors
7366
ArborFi Advisors
Michigan
$123M +$9.23M +8% 6.16% – 50 8% 0.6
Outbound Financial Inc
7367
Outbound Financial Inc
Colorado
$123M +$13.2M +12% 6.78% – 42 2.38% 0.3
Blantyre Capital
7368
Blantyre Capital
United Kingdom
$122M -$9.09M -7% 7.01% – 1 0% 1.8
Boyce & Associates Wealth Consulting
7369
Boyce & Associates Wealth Consulting
Texas
$122M +$12.7M +12% 7.59% 58.2% 79 18.99% 2
Orca Investment Management
7370
Orca Investment Management
Oregon
$122M +$11.2M +10% 12.2% 139% 61 1.64% 7.2
Kropog Financial Group
7371
Kropog Financial Group
Louisiana
$122M +$7.72M +7% 6.89% – 31 22.58% 0.6
Elm3 Financial Group
7372
Elm3 Financial Group
Georgia
$122M +$1.7M +1% 7.73% – 116 11.21% 0.6
Madison Park Capital Advisors
7373
Madison Park Capital Advisors
Washington
$122M +$3.02M +3% 7.18% 62.4% 65 10.77% 1.4
Shepherd Kaplan Krochuk
7374
Shepherd Kaplan Krochuk
Massachusetts
$122M +$6.74M +6% 5.25% 38.5% 61 6.56% 3.1
CPC
7375
CFC Planning Company
Indiana
$122M +$15.9M +15% 5.8% – 120 48.33% 0.4