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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CFA
3051
Cahill Financial Advisors
Minnesota
$275M +$18.1M +7% 6.19% 44.9% 166
XF
3052
XML Financial
Maryland
$275M 7.28% 45.3% 178
SCM
3053
Schnieders Capital Management
California
$275M +$27M +11% 7.55% 78.6% 175
BA
3054
BCM Advisors
Louisiana
$275M +$42.7M +18% 1.96% 37% 38
DIM
3055
Delta Investment Management
California
$275M +$83.3M +44% 10.8% 52% 227
KCP
3056
KDI Capital Partners
North Carolina
$275M +$18.5M +7% 10.1% 77.1% 32
BWM
3057
Brickley Wealth Management
California
$274M +$30.4M +12% 6.3% 50.9% 51
KM
3058
Kalos Management
Georgia
$274M +$23.5M +9% 9.04% 47.8% 231
RSS
3059
Rosenblum Silverman Sutton
California
$274M +$14.5M +6% 11.7% 154% 58
SFA
3060
Stewardship Financial Advisors
Georgia
$274M +$37.2M +16% 5.6% 39.1% 93
SPIA
3061
Strategic Point Investment Advisors
Rhode Island
$274M +$18.1M +7% 7.79% 43.1% 24
MMG
3062
Monetary Management Group
Missouri
$274M +$9.48M +4% 10.1% 100% 311
ECM
3063
EagleClaw Capital Management
Massachusetts
$273M +$28M +11% 9.54% 108% 135
CIM
3064
Contravisory Investment Management
Massachusetts
$273M +$10M +4% 4.84% 97.7% 311
PCM
3065
Pinz Capital Management
New York
$273M 34.5% 201% 313
SL
3066
Systelligence LLC
Minnesota
$273M 5.36% 35.6% 48
9WM
3067
9258 Wealth Management
Ohio
$273M +$145M +113% 7.45% 49.6% 323
NIF
3068
Nalanda India Fund
Mauritius
$273M +$30.5M +13% 12.6% 15.3% 1
WLIM
3069
White Lighthouse Investment Management
Massachusetts
$273M +$24.2M +10% 5.92% 46.9% 136
SIG
3070
Sargent Investment Group
Maryland
$273M +$49.9M +22% 11.8% 107% 160
PAS
3071
Partnervest Advisory Services
California
$273M -$6.52M -2% 6.7% 45.1% 277
SWK
3072
Stephen W. Kidder
$272M +$17.9M +7% 8.07% 68.7% 72
WWM
3073
Windsor Wealth Management
Indiana
$272M +$42.3M +18% 7.65% 37.3% 189
CBN
3074
Cadence Bank NA
Texas
$272M +$16.4M +6% 6.56% 33.3% 183
FBC
3075
Fairfield, Bush & Co
Connecticut
$272M -$17.6M -6% 9.64% 102% 155