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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
EPCA
4076
Elizabeth Park Capital Advisors
Ohio
$224M +$5.1M +2% 7.23% 43.1% 62
2C
4077
272 Capital
Texas
$223M +$37.3M +20% 7.44% 46.5% 87
CSCSIM
4078
Clear Sky Carbon Solutions Investment Management
Texas
$223M +$55.4M +33% 5.09% 72
SIC
4079
Shoker Investment Counsel
Ohio
$223M +$32.4M +17% 13.2% 53.5% 91
BS
4080
Bessemer Securities
New York
$223M -$54.9M -20% 10.6% 45% 138
RFG
4081
RFP Financial Group
Georgia
$223M 7.52% 916
BHWM
4082
Bay Harbor Wealth Management
Maryland
$223M +$10.9M +5% 5.72% 35.4% 213
MP
4083
Mediatel Partners
Texas
$223M +$35.3M +19% 18.9% 3.27% 3
PAMI
4084
Perseverance Asset Management International
Cayman Islands
$223M +$56.8M +34% 13.9% 64.2% 18
IBOK
4085
Independence Bank of Kentucky
Kentucky
$223M +$19.9M +10% 9.83% 61.8% 459
SIGI
4086
Susquehanna International Group (Ireland)
Ireland
$223M -$85.6M -28% 8.69% 5.21% 70
AWAU
4087
Alliance Wealth Advisors (Utah)
Utah
$223M 7.81% 216
OAM
4088
Oak Asset Management
California
$223M +$16.5M +8% 11.6% 63.9% 101
CFO
4089
Collective Family Office
Pennsylvania
$222M +$21.6M +11% 9.47% 35.8% 194
SSI
4090
Scott & Selber Inc
Texas
$222M +$14.9M +7% 10.3% 110% 100
ECM
4091
Engle Capital Management
Connecticut
$222M -$119M -35% 8.26% 309% 31
FA
4092
Fountainhead AM
New Jersey
$222M +$23.9M +12% 7.64% 54.1% 90
AFS
4093
Aft Forsyth & Sober
Florida
$222M +$16.5M +8% 10.7% 83.1% 85
QFA
4094
Quantum Financial Advisors
California
$222M -$3.3M -1% 9% 46.1% 96
B
4095
BetterWealth
California
$222M +$27.7M +14% 7.72% 45.6% 41
LJHT
4096
Laurie J. Hall Trustee
$222M +$19.2M +9% 11.9% 82.5% 327
PFS
4097
Physicians Financial Services
North Carolina
$222M +$15.2M +7% 10.3% 89.3% 111
BFA
4098
BBJS Financial Advisors
Washington
$222M 4.12% 139
BWP
4099
Balboa Wealth Partners
Arizona
$222M -$5.56M -2% 2.79% 170% 296
GJCM
4100
Grand Jean Capital Management
California
$222M -$3.93M -2% 6.56% 61.4% 44