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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SDWMA
3151
Schneider Downs Wealth Management Advisors
Pennsylvania
$154M +$6.16M +4% 3.24% 48.8% 33
IWA
3152
Inspirion Wealth Advisors
Illinois
$154M +$1.17M +0.8% 2.88% 43.2% 62
DWM
3153
Dakota Wealth Management
Florida
$154M +$5.3M +4% 2.83% 81.7% 54
WAP
3154
Wealthcare Advisory Partners
Pennsylvania
$154M +$12M +8% 2.38% 46.6% 150
AWM
3155
Affinity Wealth Management
Delaware
$154M +$7.08M +5% 1.52% 82.5% 70
CFA
3156
Cahill Financial Advisors
Minnesota
$154M +$10.5M +7% 2.99% 44.9% 127
LCM
3157
Liberty Capital Management
Michigan
$154M +$5.62M +4% 1.08% 67.4% 255
FSA
3158
Financial Sense Advisors
California
$154M -$24.4M -14% 1.2% 95.2% 93
AACA
3159
American Assets Capital Advisers
California
$153M -$2.09M -1% 0.9% 47% 36
BCM
3160
BHZ Capital Management
California
$153M +$15.1M +11% 9.5% 3.05% 112
QCG
3161
Quadrant Capital Group
Ohio
$153M +$7.91M +5% 4.43% 73.4% 2,232
OBWP
3162
O'Brien Wealth Partners
Massachusetts
$153M +$9.78M +7% 3.09% 41.6% 31
WCA
3163
Whetstone Capital Advisors
Kansas
$153M +$43.8M +40% 7.74% 242% 20
FCPV
3164
FS Capital Partners VI
California
$153M +$37.1M +32% 32% – 1
PCMI
3165
Princeton Capital Management Inc
New Jersey
$153M +$7.91M +5% 6.94% 57.9% 78
VAS
3166
Valicenti Advisory Services
New York
$153M -$4.89M -3% 5.38% 74.2% 57
SRSA
3167
S.R. Schill & Associates
Washington
$153M +$3.41M +2% 2.02% 27.1% 72
SFS
3168
Shaker Financial Services
Virginia
$152M +$8.46M +6% 3.55% 7.48% 150
NCM
3169
Niemann Capital Management
Nevada
$152M +$19.7M +15% 8.93% 103% 28
BCM
3170
Bayesian Capital Management
New York
$152M -$14.8M -9% 15.8% 146% 627
BP
3171
Bandera Partners
New York
$152M +$221K +0.1% 6.84% 57.6% 16
KFP
3172
Keystone Financial Planning
Ohio
$152M +$4.54M +3% 0.53% 13.4% 46
VST
3173
Van Strum & Towne
California
$152M +$1.53M +1% 3.68% 51.4% 77
MC
3174
MRJ Capital
New York
$152M +$5.09M +3% 5.78% 127% 53
RA
3175
Rational Advisors
New York
$152M +$7.77M +5% 2.48% 31.1% 330
125 126
127
128 129