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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BCMLT
3026
Beacon Capital Management LLC (Tennessee)
Tennessee
$488M +$132M +37% 9.91% 71.9% 1,162
WEG
3027
World Equity Group
Illinois
$487M -$11.7M -2% 8.84% 76.2% 373
YLHM
3028
Yelin Lapidot Holdings Management
Israel
$486M +$71.9M +17% 11% – 82
HIG
3029
Heritage Investment Group
Florida
$486M +$36.9M +8% 6.13% 40% 107
DMC
3030
Drexel Morgan & Co
Pennsylvania
$486M +$53.1M +12% 5.84% 35.7% 53
RIA
3031
Realta Investment Advisors
Delaware
$485M +$42.4M +10% 11.2% 98.8% 822
SCM
3032
Schnieders Capital Management
California
$485M +$31.3M +7% 10% 78.6% 215
SAM
3033
Smithbridge Asset Management
Pennsylvania
$485M +$45.4M +10% 10.9% – 139
TWM
3034
Thrive Wealth Management
Pennsylvania
$484M +$34.6M +8% 9.59% 66.4% 219
FBT
3035
First Bank & Trust
South Dakota
$484M +$69.5M +17% 8.54% 60% 239
PA
3036
Probity Advisors
Texas
$484M +$24.5M +5% 5.38% – 211
MAM
3037
Marotta Asset Management
Virginia
$483M +$17.7M +4% 4.48% – 107
CT
3038
Chicago Trust
Illinois
$483M +$33.6M +7% 9.11% 65.9% 305
FA
3039
Financial Advisors
Massachusetts
$483M +$37M +8% 8.53% 51.5% 81
SWA
3040
SOA Wealth Advisors
New York
$483M +$33.6M +7% 9.08% 75.5% 934
KM
3041
Kora Management
New York
$483M +$76.9M +19% 22.9% 384% 7
SWM
3042
Sugarloaf Wealth Management
Georgia
$483M +$68.1M +16% 6.28% 10.3% 722
BRCM
3043
Bright Rock Capital Management
Massachusetts
$483M +$41M +9% 9.7% 59.2% 73
FFIC
3044
First Fiduciary Investment Counsel
Ohio
$482M +$29.5M +7% 7.35% 48.8% 66
UOTTAIMCU
3045
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$482M +$117M +32% 6.66% 33% 219
CAWM
3046
Capital Advisors Wealth Management
Washington
$482M +$43.2M +10% 7.2% 51.1% 164
SCA
3047
Stieven Capital Advisors
Missouri
$481M +$15.2M +3% 0.91% 39.8% 50
WI
3048
WBI Investments
New Jersey
$481M -$18.2M -4% 9.37% 56.9% 260
CTAF
3049
Call To Action Foundation
Utah
$480M +$45.3M +10% 10.1% – 1
EWG
3050
Executive Wealth Group
Washington
$480M +$323M +206% 2.87% 14.9% 57
120 121
122
123 124