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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NC
5951
Napatree Capital
Rhode Island
$170M +$26.9M +19% 0.15% – 183
OPOWM
5952
One Plus One Wealth Management
Florida
$170M +$1.7M +1% 4.39% 40% 99
FWA
5953
Flagship Wealth Advisors
Massachusetts
$170M – – 1.16% – 377
CIG
5954
Cairn Investment Group
Washington
$170M -$10.8M -6% 2.4% 60.9% 72
MAWAG
5955
Mid-American Wealth Advisory Group
Missouri
$170M +$10.8M +7% 2.18% – 56
FBC
5956
Fairfield, Bush & Co
Connecticut
$170M +$1.92M +1% 2.62% 102% 117
KTC
5957
Kentucky Trust Company
Kentucky
$170M – – 0.78% – 303
EECFV
5958
EnCap Energy Capital Fund VIII
Texas
$170M +$13.7M +9% 9.38% 20.2% 4
PCP
5959
Pacific Capital Partners
$170M -$678K -0.4% 6.37% – 57
ATC
5960
Advantage Trust Company
Kansas
$170M +$22.7M +15% 0.57% – 191
HWMT
5961
Heritage Wealth Management (Texas)
Texas
$170M -$2.62M -2% 1.32% – 39
CASB
5962
Cape Ann Savings Bank
Massachusetts
$170M -$2.53M -1% 0.57% 53.2% 91
PBO
5963
Peoples Bank (Ohio)
Ohio
$170M -$26M -13% 0.92% 54.7% 127
RFA
5964
Resurgent Financial Advisors
Georgia
$170M -$1.11M -0.6% 1.92% 72% 187
MAG
5965
Mayfair Advisory Group
Alabama
$170M +$11.2M +7% 1.62% 51.1% 169
MIM
5966
Marshall Investment Management
Colorado
$170M – – 0.31% – 135
JIM
5967
JCP Investment Management
Texas
$170M +$49.1M +41% 12.1% 81.1% 19
KSWWM
5968
Keyes Stange & Wooten Wealth Management
Florida
$170M +$1.17M +0.7% 1.71% – 76
WI
5969
Westbourne Investments
Virginia
$170M – – 6.76% – 125
CC
5970
Carlson Capital
Texas
$170M +$3.68M +2% 5.37% 72% 34
TS
5971
Twin Securities
New York
$170M +$84M +98% 6.39% 444% 18
LHA
5972
Little Harbor Advisors
Massachusetts
$169M +$8.47M +5% 1.76% 53% 7
VIPI
5973
Vista Investment Partners II
Indiana
$169M – – 3.83% – 127
KFP
5974
Keener Financial Planning
Texas
$169M +$16.6M +11% 1.75% – 199
EWM
5975
Evergreen Wealth Management
Michigan
$169M +$3.04M +2% 0.83% – 54
237 238
239
240 241