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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LIA
2501
LS Investment Advisors
Michigan
$570M +$30.5M +6% 6.95% 68.7% 130
DCM
2502
Disciplina Capital Management
Tennessee
$569M +$165M +41% 1.69% 20.5% 63
AIP
2503
Almanack Investment Partners
Pennsylvania
$569M +$62.4M +12% 1.8% 40.8% 179
LSPW
2504
Lake Street Private Wealth
Illinois
$569M +$33.2M +6% 7.7% 80.4% 304
CA
2505
Cornerstone Advisory
Maryland
$569M +$13.9M +3% 5.67% 43.9% 218
PSC
2506
Portman Square Capital
United Kingdom
$569M +$171M +43% 0.54% – 199
RIM
2507
Rockbridge Investment Management
New York
$569M +$25.9M +5% 2.48% 28.2% 111
M
2508
Mirova
France
$568M -$125M -18% 1.28% 44.1% 166
RB
2509
Rodgers Brothers
Pennsylvania
$568M +$47.2M +9% 6.27% 52% 218
KC
2510
Kadensa Capital
Hong Kong
$568M +$68M +14% 12.3% 112% 36
AWP
2511
Ascent Wealth Partners
New York
$568M +$70M +14% 6.82% 76.4% 161
AIA
2512
Arbor Investment Advisors
North Carolina
$568M +$24.5M +5% 3.59% 34.7% 110
HR
2513
Hardy Reed
Mississippi
$567M -$914K -0.2% 5.64% 57.4% 115
CM
2514
Caption Management
Oklahoma
$567M +$100M +21% 0.55% 12.2% 868
NRG
2515
Nemes Rush Group
Michigan
$567M – – 9.58% – 677
EEP
2516
Edgehill Endowment Partners
Connecticut
$566M +$65.7M +13% 3.31% 11.6% 9
WFAG
2517
Wescott Financial Advisory Group
Pennsylvania
$566M +$106M +23% 4.92% 45.4% 167
AIM
2518
Anatole Investment Management
Hong Kong
$566M +$388M +219% 18% – 8
GLR
2519
Great Lakes Retirement
Ohio
$566M +$34.7M +7% 7.24% – 239
MSAM
2520
Moloney Securities Asset Management
Missouri
$566M +$28.7M +5% 5.65% 63.5% 471
SCA
2521
Stillwater Capital Advisors
Pennsylvania
$565M +$50.3M +10% 11.2% 115% 72
IFWM
2522
Institute for Wealth Management
Colorado
$564M +$50.3M +10% 10.4% 123% 465
MC
2523
Minot Capital
Colorado
$564M +$11.8M +2% 8.09% 19.6% 21
AFAS
2524
Acorn Financial Advisory Services
Virginia
$563M +$49.1M +10% 7.59% 71.6% 245
GA
2525
GRS Advisors
Illinois
$562M +$38.9M +7% 5.42% 26.5% 37
99 100
101
102 103