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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EECFX
3951
EnCap Energy Capital Fund XI
Texas
$312M -$91.5M -23% 8.55% 14.4% 1
VIA
3952
Vickerman Investment Advisors
Washington
$312M +$1.5M +0.5% 0.99% 43% 65
KIC
3953
Keating Investment Counselors
Florida
$312M +$1.02M +0.3% 1.14% 23.8% 84
CFO
3954
Colony Family Offices
North Carolina
$311M +$2.34M +0.8% 0.91% 38.1% 70
OWA
3955
Opal Wealth Advisors
New York
$311M +$16.6M +6% 0.89% 46% 1,276
CA
3956
Claar Advisors
New York
$311M +$519K +0.2% 1.77% 81.3% 25
HNB
3957
Hilltop National Bank
Wyoming
$311M +$16.5M +6% 3.45% – 850
LSWM
3958
Lorne Steinberg Wealth Management
Canada
$311M -$9.57M -3% 2.47% 53.3% 70
AU
3959
Algebris (UK)
United Kingdom
$311M +$85.4M +38% 4.11% 12.6% 50
BCCM
3960
Bridge Creek Capital Management
Massachusetts
$311M -$1.66M -0.5% 0.86% 52.7% 104
MLFP
3961
MPS Loria Financial Planners
Illinois
$310M +$12.5M +4% 6.23% 55.4% 84
ECM
3962
Estuary Capital Management
Minnesota
$310M +$64M +26% 12.7% – 20
BFW
3963
Brady Family Wealth
Missouri
$310M +$1.53M +0.5% 1.88% – 117
AA
3964
Addison Advisors
Vermont
$310M +$19.1M +7% 0.6% 45.7% 796
WM
3965
Wishbone Management
Illinois
$310M +$26.9M +9% 0.53% 27.4% 5
VP
3966
Verum Partners
North Carolina
$310M +$28.1M +10% 2.05% – 161
WCM
3967
Weaver Capital Management
Georgia
$310M +$21.3M +7% 3.23% – 181
SIS
3968
Strategic Investment Solutions
Illinois
$310M – – 2.37% – 629
RBFC
3969
Roman Butler Fullerton & Co
Missouri
$309M +$42.4M +16% 5.76% 114% 242
MAM
3970
McLean Asset Management
Virginia
$309M +$17.2M +6% 1.65% 53.8% 163
CWA
3971
Clarity Wealth Advisors
California
$309M +$13.4M +5% 5.44% 78.7% 88
AF
3972
Apollon Financial
South Carolina
$309M +$19.6M +7% 7.47% – 154
AFS
3973
Annapolis Financial Services
Maryland
$309M +$4.98M +2% 0.44% 15% 372
HWM
3974
Heirloom Wealth Management
Colorado
$309M +$15M +5% 5.5% – 51
SWMG
3975
Sanchez Wealth Management Group
Florida
$309M +$13.3M +5% 1.25% 47% 40
157 158
159
160 161