Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EFSCE
3276
Enterprise Financial Services Corp (EFSC)
Missouri
$197M +$2.97M +2% 3.58% 71.6% 1,014
KA
3277
Kaizen Advisory
Illinois
$197M +$95.5M +94% 5.51% 591
NG
3278
Northstar Group
New York
$196M +$4M +2% 0.63% 67.9% 125
ZF
3279
Zhang Financial
Michigan
$196M +$5.23M +3% 2.42% 58.4% 80
PMFA
3280
Plante Moran Financial Advisors
Michigan
$196M +$13.7M +8% 2.47% 55.9% 1,032
HWM
3281
Holloway Wealth Management
Florida
$196M +$11.8M +6% 2.74% 50.7% 303
WRTC
3282
Wind River Trust Company
Wyoming
$196M +$248K +0.1% 0.68% 52.4% 8
TFCP
3283
Twin Focus Capital Partners
Massachusetts
$196M -$5.58M -3% 0.21% 60% 111
SIAS
3284
Shine Investment Advisory Services
Colorado
$196M +$7.23M +4% 5.14% 29.1% 684
MA
3285
Minerva Advisors
Pennsylvania
$195M +$5.85M +3% 3.98% 111% 78
TCMG
3286
TSP Capital Management Group
New Jersey
$195M -$14.2M -7% 2.33% 109% 57
SM
3287
Soapstone Management
Maryland
$195M +$28.7M +17% 2.4% 50.4% 17
AMIM
3288
Aull & Monroe Investment Management
Alabama
$195M +$2.93M +2% 1.66% 47.5% 133
OFG
3289
Oxford Financial Group
Indiana
$194M +$19.8M +11% 2.15% 76.1% 36
SAM
3290
Steinberg Asset Management
New York
$194M -$29.7M -13% 2.96% 84.4% 48
WA
3291
WealthTrust-Arizona
Arizona
$194M +$4.66M +2% 3.21% 20.2% 728
WAM
3292
Wilsey Asset Management
California
$194M +$11.4M +6% 2.88% 58.6% 20
OCA
3293
Otter Creek Advisors
Florida
$194M -$34.3M -15% 1.52% 117% 94
GII
3294
Gryphon International Investment
Ontario, Canada
$193M -$951K -0.5% 0% 5.67% 23
PAA
3295
Peregrine Asset Advisers
Oregon
$193M +$42.4M +28% 13.3% 163% 125
ISSM
3296
Invesco Senior Secured Management
New York
$193M +$135K +0.1% 9.91% 2.99% 20
CC
3297
Covalis Capital
United Kingdom
$193M +$55.4M +40% 2.57% 3.46% 39
WPIC
3298
White Pine Investment Company
Michigan
$193M -$11.7M -6% 0.83% 61.3% 57
WSC
3299
Wellington Shields & Co
New York
$193M +$7.58M +4% 7.05% 64.9% 156
FBT
3300
First Bankers Trust
Kentucky
$193M +$2.52M +1% 2% 57.6% 140