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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PWS
3026
Private Wealth Strategies
Ohio
$416M +$21.1M +5% 5.09% 18.7% 80
HCM
3027
Huber Capital Management
California
$416M +$12M +3% 4.03% 55.8% 88
KLI
3028
Kelman-Lazarov Inc
Tennessee
$416M +$30.6M +8% 4.88% 41.2% 100
TWM
3029
Tolleson Wealth Management
Texas
$415M +$27.9M +7% 5.26% 53.9% 83
SI
3030
Squadra Investments
Brazil
$414M +$59.5M +17% 34.6% 94.4% 5
AC
3031
AWM Capital
Arizona
$414M +$58.9M +17% 3.57% 37.4% 77
BCA
3032
Bay Colony Advisors
Massachusetts
$414M +$35.3M +9% 6.32% 70.1% 368
GL
3033
Governors Lane
New York
$414M -$262M -39% 5.52% 72.4% 90
LS
3034
Leelyn Smith
Illinois
$414M +$23.2M +6% 6.1% 56.2% 121
B
3035
Bellecapital
Switzerland
$413M +$11.4M +3% 8.11% 102% 202
APG
3036
Abacus Planning Group
South Carolina
$413M +$25.3M +7% 6.09% 51.5% 206
MWA
3037
Meridian Wealth Advisors
Texas
$413M +$13.9M +3% 7.54% 67.2% 192
VT
3038
Vise Technologies
New York
$413M +$33.5M +9% 5.3% – 377
SPA
3039
Sentinel Pension Advisors
Massachusetts
$413M +$18.2M +5% 3.3% 36.1% 102
KNW
3040
Kesler Norman & Wride
Utah
$412M +$15.7M +4% 3.85% 53.7% 157
MWA
3041
Martel Wealth Advisors
Washington
$412M +$20.6M +5% 3.81% 35.3% 54
SFM
3042
Spartan Fund Management
Canada
$412M +$197M +92% 1.97% 24.9% 473
FA
3043
Fagan Associates
New York
$412M +$10.2M +3% 9.57% 91.2% 128
CWP
3044
CFM Wealth Partners
Texas
$412M +$50.6M +14% 12.2% 132% 168
ECM
3045
Engine Capital Management
New York
$412M +$72.7M +21% 7.6% 71.7% 44
SXL
3046
Summit X LLC
Missouri
$412M +$24.9M +6% 6.8% 62.9% 281
SMI
3047
Shelter Mutual Insurance
Missouri
$412M +$52.8M +15% 3.31% 51.7% 69
SIG
3048
Sargent Investment Group
Maryland
$412M +$32.4M +9% 9.06% 107% 211
ES
3049
Eagle Strategies
New York
$411M +$11.2M +3% 4.7% 50.5% 191
BBL
3050
Beck Bode LLC
Massachusetts
$411M +$4.05M +1% 4.1% 125% 166
120 121
122
123 124