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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
B
3026
Bellecapital
Switzerland
$399M -$14.6M -4% 1.9% 102% 166
CA
3027
Crane Advisory
California
$399M +$50.4M +14% 2.19% 28.8% 33
WFA
3028
West Financial Advisors
Iowa
$399M -$7.78M -2% 3.84% 35.3% 212
SIC
3029
SJS Investment Consulting
Ohio
$398M +$128K +0% 2.93% 53.7% 1,668
CT
3030
Chicago Trust
Illinois
$398M -$18.9M -5% 2.21% 65.9% 316
KNW
3031
Kesler Norman & Wride
Utah
$398M -$14.5M -4% 3.89% 53.7% 165
SFPM
3032
Sensible Financial Planning & Management
Massachusetts
$398M -$28.2M -7% 3.57% 14.1% 32
MCM
3033
Marathon Capital Management
Maryland
$397M -$7.72M -2% 1.14% 36.9% 170
POEH
3034
Post Oak Energy Holdings
Texas
$397M +$97.2M +32% 33.3% – 4
CFSG
3035
Community Financial Services Group
Vermont
$396M – – 2.56% – 120
BAM
3036
Brilliance Asset Management
Hong Kong
$396M +$8.9M +2% 4.07% 37.6% 9
CRB
3037
Chad R. Baker
$396M -$27.1M -6% 4.33% 87.2% 55
ACM
3038
Armbruster Capital Management
New York
$396M -$10.4M -3% 2.82% 44.3% 106
SWM
3039
Sugarloaf Wealth Management
Georgia
$395M -$31.8M -7% 3.34% 10.3% 721
AGP
3040
Akaris Global Partners
New York
$395M +$13.5M +4% 2.03% 32.4% 25
III
3041
Independent Investors Inc
New York
$394M -$37M -9% 7.69% 63.9% 68
RCM
3042
Requisite Capital Management
Texas
$393M -$103K -0% 0.48% 29% 85
RI
3043
RPTC Inc
Wyoming
$393M -$14.3M -4% 3.57% 63.6% 6
CSNH
3044
Crow's Nest Holdings
Virginia
$393M -$28.7M -7% 3.63% 115% 9
CFS
3045
Cannon Financial Strategists
Georgia
$393M +$29.1M +8% 3.81% 34.7% 85
IWA
3046
IBEX Wealth Advisors
New Jersey
$393M – – 0.92% – 111
CCP
3047
Cyrus Capital Partners
New York
$392M -$118M -23% 4.11% 89.2% 8
SWP
3048
Summit Wealth Partners
Florida
$392M -$6.99M -2% 2.79% 37.4% 195
BBL
3049
Beck Bode LLC
Massachusetts
$392M -$19.4M -5% 3.05% 125% 158
HFM
3050
Hartford Financial Management
Connecticut
$392M -$13M -3% 3.21% 58.6% 397
120 121
122
123 124