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

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
EECFV
5976
EnCap Energy Capital Fund VIII
Texas
$170M +$13.7M +9% 4
PCP
5977
Pacific Capital Partners
$170M -$678K -0.4% 57
ATC
5978
Advantage Trust Company
Kansas
$170M +$22.7M +15% 191
HWMT
5979
Heritage Wealth Management (Texas)
Texas
$170M -$2.62M -2% 39
CASB
5980
Cape Ann Savings Bank
Massachusetts
$170M -$2.53M -1% 91
PBO
5981
Peoples Bank (Ohio)
Ohio
$170M -$26M -13% 127
RFA
5982
Resurgent Financial Advisors
Georgia
$170M -$1.11M -0.6% 187
MAG
5983
Mayfair Advisory Group
Alabama
$170M +$11.2M +7% 169
MIM
5984
Marshall Investment Management
Colorado
$170M 135
JIM
5985
JCP Investment Management
Texas
$170M +$49.1M +41% 19
KSWWM
5986
Keyes Stange & Wooten Wealth Management
Florida
$170M +$1.17M +0.7% 76
WI
5987
Westbourne Investments
Virginia
$170M 125
CC
5988
Carlson Capital
Texas
$170M +$3.68M +2% 34
TS
5989
Twin Securities
New York
$170M +$84M +98% 18
LHA
5990
Little Harbor Advisors
Massachusetts
$169M +$8.47M +5% 7
VIPI
5991
Vista Investment Partners II
Indiana
$169M 127
KFP
5992
Keener Financial Planning
Texas
$169M +$16.6M +11% 199
EWM
5993
Evergreen Wealth Management
Michigan
$169M +$3.04M +2% 54
AWA
5994
Aletheian Wealth Advisors
Washington
$169M -$2.1M -1% 84
BMA
5995
Brooks Moore & Associates
Tennessee
$169M -$199K -0.1% 97
KAM
5996
Krensavage Asset Management
New York
$169M -$9.44M -5% 13
SHCM
5997
Stone House Capital Management
Florida
$169M -$5.47M -3% 4
CMTU
5998
Capital Markets Trading (UK)
United Kingdom
$169M +$60.6M +56% 123
LWM
5999
Latko Wealth Management
Illinois
$169M +$3.74M +2% 32
MWM
6000
Maripau Wealth Management
Indiana
$169M +$53.1M +46% 142