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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LIA
2601
LS Investment Advisors
Michigan
$577M +$44.7M +8% 11.7% 68.7% 134
PAG
2602
Private Advisory Group
Washington
$576M +$70.1M +14% 16.2% 139% 240
DBG
2603
De Burlo Group
Massachusetts
$576M +$0 0% 13.7% 146% 81
KFGK
2604
Keystone Financial Group (Kentucky)
Kentucky
$575M -$21.9M -4% 10.6% – 319
FCM
2605
Freshford Capital Management
New York
$575M -$26.9M -4% 10.5% 44.2% 23
SC
2606
Slow Capital
California
$575M +$30.1M +6% 12.7% 122% 127
HWA
2607
HHM Wealth Advisors
Tennessee
$574M +$62.4M +12% 11.1% 51.3% 831
M
2608
Murchinson
Ontario, Canada
$574M -$83.7M -13% 10.6% 10.1% 71
MC
2609
Montag & Caldwell
Georgia
$573M -$206M -26% 15% 91.3% 89
FWP
2610
Falcon Wealth Planning
California
$572M +$111M +24% 10.2% 43.9% 134
UFF
2611
USA Financial Formulas
Michigan
$572M +$505M +754% 11.7% – 570
CIG
2612
Cullen Investment Group
Louisiana
$571M – – 9.55% – 172
PA
2613
Planning Alternatives
Michigan
$571M +$55M +11% 10.8% 50.3% 51
CICI
2614
Capital Investment Counsel Inc
North Carolina
$571M +$73.3M +15% 11.7% 118% 236
PGCM
2615
Prescott Group Capital Management
Oklahoma
$571M +$120M +26% 15.9% 114% 193
AFAS
2616
Acorn Financial Advisory Services
Virginia
$571M +$10.5M +2% 11.2% 71.6% 255
LF
2617
Lee Financial
Texas
$570M +$33.2M +6% 9.29% 55.7% 946
GWI
2618
Grace & White Inc
New York
$570M +$33.5M +6% 9.03% 52.5% 145
FFM
2619
FengHe Fund Management
Singapore
$570M +$149M +35% 29.4% 331% 25
MCM
2620
Masters Capital Management
Georgia
$569M +$61.2M +12% 3.02% 20% 61
ME
2621
McIlrath & Eck
Washington
$569M +$71.6M +14% 10.2% 43.8% 958
AVA
2622
Atlas Venture Advisors
Massachusetts
$569M +$98.3M +21% 21.1% 109% 5
9WM
2623
9258 Wealth Management
Ohio
$569M +$54.3M +11% 10.1% 49.6% 339
CF
2624
Clarity Financial
Texas
$569M -$15.2M -3% 7.03% 93.4% 127
AI
2625
Aperture Investors
New York
$568M -$61.4M -10% 17.4% 129% 92
103 104
105
106 107