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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WI
5501
WJ Interests
Texas
$159M +$14.8M +10% 10.3% 37.2% 18
PSF
5502
Pacific Sun Financial
California
$158M +$14.1M +10% 12.4% – 175
LHCM
5503
Lloyd Harbor Capital Management
New York
$158M -$35.4M -18% 3.55% – 21
WCAU
5504
Working Capital Advisors (UK)
United Kingdom
$158M +$9.59M +6% 7.5% 20.1% 4
AIP
5505
Alapocas Investment Partners
Massachusetts
$158M +$20.9M +15% 16% 70.6% 19
EBA
5506
Eagle Bay Advisors
New York
$158M -$57.5M -27% 9.4% 59.5% 927
EECFV
5507
EnCap Energy Capital Fund VIII
Texas
$158M -$9.09M -5% 2.76% 20.2% 4
FWA
5508
FOCUS Wealth Advisors
Texas
$158M +$13.9M +10% 10.8% 42.5% 64
BIM
5509
Bullseye Investment Management
Ohio
$158M +$34.9M +28% 6.28% 40% 55
RF
5510
RHS Financial
California
$158M +$15M +10% 7.81% 38% 108
FP
5511
Factorial Partners
New York
$158M +$21M +15% 17.2% 69.8% 93
BFAG
5512
Blackston Financial Advisory Group
Florida
$158M +$14.3M +10% 10.8% 63.8% 101
FCCPG
5513
FountainVest China Capital Partners GP3
Cayman Islands
$158M +$4.59M +3% 2.99% 171% 1
NIMC
5514
Nierenberg Investment Management Company
Washington
$158M +$18.5M +13% 15.8% 164% 43
CW
5515
Cook Wealth
North Carolina
$158M +$27.4M +21% 9.16% 7.35% 61
SP
5516
Syncona Portfolio
Guernsey
$158M +$90.6M +135% 156% 10.3% 4
LFG
5517
Leverty Financial Group
Wisconsin
$158M +$20M +15% 9.14% 46% 36
BWA
5518
Beam Wealth Advisors
Louisiana
$158M +$17M +12% 8.73% 45.4% 107
VEA
5519
Virtus ETF Advisers
New York
$158M -$7.14M -4% 12.9% 79.8% 474
FFL
5520
Financial Freedom LLC
Ohio
$157M +$16.4M +12% 10.4% – 381
RPG
5521
Resource Planning Group
Georgia
$157M +$39.4M +33% 7.82% 1.9% 73
KC
5522
Kinloch Capital
Virginia
$157M -$2.36M -1% 8.66% 39.1% 79
BAM
5523
Ballast Asset Management
Texas
$157M +$49.4M +46% 11.8% – 54
EWG
5524
Executive Wealth Group
Washington
$157M +$16.4M +12% 14.3% 14.9% 48
ACM
5525
Anabranch Capital Management
Connecticut
$157M +$20.5M +15% 20.2% 284% 7
219 220
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