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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CBT
5401
CoreFirst Bank & Trust
Kansas
$141M -$1.3M -0.9% 3.25% 48.5% 409
SOA
5402
Sea Otter Advisors
Florida
$141M +$11.4M +9% 5.48% – 300
OCMH
5403
Oxbow Capital Management (HK)
Hong Kong
$141M +$15.6M +12% 12.9% 581% 5
HAFS
5404
Hapanowicz & Associates Financial Services
Pennsylvania
$141M -$8.78M -6% 3.87% 53.8% 33
BWA
5405
Beam Wealth Advisors
Louisiana
$141M -$3.39M -2% 3.55% 45.4% 111
C
5406
CEDRUS
Colorado
$141M -$1.06M -0.7% 3.11% 19.8% 154
AFA
5407
AllGen Financial Advisors
Florida
$141M -$18.2M -11% 4.72% 25.5% 35
CAM
5408
Crown Advisors Management
California
$141M -$12.9M -8% 0.64% 185% 56
NCM
5409
NCM Capital Management
New Jersey
$141M -$3.38M -2% 1.85% 75.5% 156
SPFA
5410
Summit Place Financial Advisors
New Jersey
$141M -$13.9M -9% 5.14% 87% 92
CWM
5411
Castle Wealth Management
Florida
$140M -$3.09M -2% 3.65% 49.5% 114
LB
5412
Legacy Bridge
Iowa
$140M -$9.52M -6% 2.3% 132% 294
PIAS
5413
PCA Investment Advisory Services
Ohio
$140M -$27.3M -16% 3.65% – 444
HFA
5414
Harbert Fund Advisors
Alabama
$140M -$15.7M -10% 9.53% 56.2% 53
MAG
5415
MRA Advisory Group
New Jersey
$140M -$5.22M -4% 2.7% 52.8% 148
HG
5416
Herbst Group
Connecticut
$140M -$4.62M -3% 1.1% 111% 76
TIMH
5417
Tilt Investment Management Holdings
New York
$140M -$11.2M -7% 5.37% – 148
IOOF
5418
Independent Order of Foresters
Ontario, Canada
$140M -$5.72M -4% 3.91% 58.2% 17
LAI
5419
Legal Advantage Investments
California
$140M -$10M -7% 5.66% 131% 94
MPW
5420
Melone Private Wealth
Michigan
$140M -$1.91M -1% 4.88% 18.4% 53
ES
5421
ETF Store
Kansas
$140M -$2.8M -2% 2.99% 40.4% 99
AIM
5422
Athena Investment Management
California
$140M -$5.62M -4% 2.86% 56.5% 139
AS
5423
American Securities
New York
$140M -$35.8M -20% 5.03% – 1
JHA
5424
Jackson Hill Advisors
Texas
$140M -$2.71M -2% 1.08% 111% 11
LA
5425
Latitude Advisors
Florida
$140M -$4.36M -3% 3.04% 56.9% 187
215 216
217
218 219