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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IBOK
4126
Independence Bank of Kentucky
Kentucky
$237M -$9.98M -4% 4.01% 61.8% 520
SC
4127
Schiavi & Co
Delaware
$236M -$4.92M -2% 2.89% 29.1% 29
RIP
4128
RAM Investment Partners
Washington
$236M -$2.71M -1% 3.24% – 55
PC
4129
Permit Capital
Pennsylvania
$236M -$32.1M -12% 8.12% 41.7% 25
PWC
4130
PYA Waltman Capital
Tennessee
$236M +$4.02M +2% 0.23% 73.5% 62
EFG
4131
Everhart Financial Group
Ohio
$236M -$6.05M -3% 2.76% 95.7% 231
CA
4132
Centerpoint Advisors
Massachusetts
$236M -$10.7M -4% 3.28% 62.2% 644
OPWM
4133
Oakwell Private Wealth Management
Texas
$236M -$3.36M -1% 3.45% 47.4% 62
E
4134
ETFidea
New York
$236M -$9.22M -4% 4.08% 22.7% 106
WG
4135
Watchman Group
Texas
$235M +$33.7M +17% 2.3% 52% 77
EPDL
4136
El Puerto de Liverpool
Mexico
$235M -$87.1M -27% 27% – 1
SA
4137
Sycale Advisors
New York
$235M +$5.28M +2% 2.91% 27.5% 24
FCAM
4138
First Citizens Asset Management
North Carolina
$235M -$9.06M -4% 3.26% – 35
AWM
4139
Abound Wealth Management
Tennessee
$235M -$4.1M -2% 4.57% 42.9% 1,240
LJHT
4140
Laurie J. Hall Trustee
$235M -$17.1M -7% 3.47% 82.5% 282
TLA
4141
Tree Line Advisors
Hong Kong
$235M +$90.4M +63% 0.56% 401% 8
KWA
4142
KCS Wealth Advisory
California
$235M -$54.1M -19% 1.51% 45.3% 156
SCM
4143
SG Capital Management
Illinois
$234M -$9.3M -4% 14.3% 218% 74
PCA
4144
Prospect Capital Advisors
California
$234M -$29.8M -11% 7.3% 125% 32
CFO
4145
Colony Family Offices
North Carolina
$234M -$2.82M -1% 3.07% 38.1% 42
RWI
4146
Red Wave Investments
Pennsylvania
$234M -$13.3M -5% 3.43% 47.8% 93
TAM
4147
TCP Asset Management
Ohio
$234M -$1.46M -0.6% 4.16% – 65
MC
4148
Mount Capital
United Kingdom
$234M -$23.9M -9% 1.66% 43.6% 26
EGP
4149
Entrust Global Partners
New York
$234M +$3.44M +1% 2.76% 98.6% 5
WFA
4150
Wade Financial Advisory
California
$234M -$18.8M -7% 3.76% 15.9% 76
164 165
166
167 168