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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EPCA
4151
Elizabeth Park Capital Advisors
Ohio
$260M -$24.3M -9% 8.33% 43.1% 57
SWM
4152
Scissortail Wealth Management
Oklahoma
$260M – – 6.89% 62% 123
PC
4153
PhiloSmith Capital
Connecticut
$260M +$26.3M +11% 11.1% 96.6% 30
WPWM
4154
Windward Private Wealth Management
Kansas
$259M +$13.3M +5% 2.82% 27.3% 47
PCM
4155
Pinz Capital Management
New York
$259M +$38M +17% 7.33% 201% 498
DJC
4156
Daily Journal Corp
California
$259M +$33.4M +15% 2.77% 79.3% 5
CG
4157
Compass Group
New York
$259M -$41.9M -14% 7.47% 51.8% 22
MAM
4158
McLean Asset Management
Virginia
$259M -$1.88M -0.7% 7.58% 53.8% 144
PWP
4159
Pursue Wealth Partners
California
$258M – – 3.37% 99.9% 138
FWC
4160
First Washington Corp
Washington
$258M -$16M -6% 5.34% 80.4% 85
EWM
4161
Elite Wealth Management
Washington
$258M +$22.8M +10% 4.15% 45.5% 64
AB
4162
Atlas Brown
Kentucky
$258M +$28M +12% 11% 77.1% 198
MFGP
4163
Marshall Financial Group (Pennsylvania)
Pennsylvania
$258M +$20.5M +9% 6.37% 46.4% 60
PCM
4164
Philosophy Capital Management
California
$258M – – 0.02% 22.9% 32
NVPX
4165
Norwest Venture Partners XII
California
$258M – – 23.4% – 3
FC
4166
FORA Capital
Florida
$258M -$138M -35% 12.5% 97.4% 521
SAM
4167
Security Asset Management
New York
$258M +$10.4M +4% 9.64% 67.4% 86
HA
4168
Herold Advisors
New York
$257M +$462K +0.2% 11.7% 70.1% 712
LWP
4169
Lumature Wealth Partners
Georgia
$257M +$12.7M +5% 6.34% – 418
PFSC
4170
Peoples Financial Services Corp
Pennsylvania
$257M +$20.3M +9% 10.9% 60.6% 289
SFC
4171
SYM Financial Corp
Indiana
$257M +$86.6M +51% 7.46% 41.3% 126
BI
4172
Ballast Inc
Kentucky
$257M +$19.7M +8% 8.72% 50.7% 110
AIA
4173
AIMZ Investment Advisors
California
$257M +$35.3M +16% 11.3% 66.7% 121
GPCM
4174
Granite Point Capital Management
Massachusetts
$257M -$1.22M -0.5% 1.94% 21.5% 153
TSS
4175
Thomas Story & Son
Indiana
$257M +$12.6M +5% 12.8% 60.3% 66
165 166
167
168 169