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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LSC
3176
Logan Stone Capital
Illinois
$365M +$70.6M +24% 8.2% 40.9% 186
MRCM
3177
M&R Capital Management
New Jersey
$365M -$17.7M -5% 2.77% 52.6% 636
SIM
3178
Sandia Investment Management
Massachusetts
$365M +$39.3M +12% 0.47% 14.9% 269
LL
3179
LWMG LLC
Minnesota
$365M +$7.24M +2% 4.23% – 87
LCWP
3180
Legacy Capital Wealth Partners
Arkansas
$364M +$244M +203% 1.26% 47.3% 284
CNBTD
3181
Citizens National Bank Trust Department
Mississippi
$364M -$13.7M -4% 2.04% 71.6% 334
ACA
3182
Affinity Capital Advisors
California
$364M -$4.74M -1% 4.59% 54.4% 143
AWM
3183
Aprio Wealth Management
Georgia
$364M -$462K -0.1% 3.22% 42.6% 199
CPIH
3184
Consolidated Press International Holdings
Australia
$364M +$44.7M +14% 4.01% – 28
CAM
3185
Cubic Asset Management
Massachusetts
$363M -$8.17M -2% 3.06% 40.5% 211
CFS
3186
CRA Financial Services
New Jersey
$363M -$6.69M -2% 3.37% 74.3% 214
WAOTB
3187
Wealth Advisors of Tampa Bay
Florida
$363M +$181M +99% 5.46% 61.8% 100
ISWM
3188
Independent Solutions Wealth Management
New York
$363M -$7.25M -2% 2.4% 89.7% 231
PDIP
3189
Palo Duro Investment Partners
Illinois
$363M +$57.9M +19% 13.3% – 12
TPA
3190
Trivium Point Advisory
Connecticut
$363M -$6.59M -2% 2.55% 91.4% 203
BCB
3191
Brian C. Broderick
$363M -$16.1M -4% 3.33% 70.7% 83
CPH
3192
C Partners Holding
Switzerland
$362M -$165M -31% 2.06% 65.7% 19
H2CM
3193
H/2 Credit Manager
Connecticut
$361M +$32.8M +10% 0.96% 30.9% 14
OWM
3194
Opes Wealth Management
California
$361M +$8.42M +2% 5.03% 53.4% 126
DIM
3195
Delta Investment Management
California
$361M -$4.14M -1% 1% 52% 205
CWS
3196
Cypress Wealth Services
California
$361M -$19.8M -5% 3.82% 55.5% 259
AFIA
3197
America First Investment Advisors
Nebraska
$361M -$11.4M -3% 0.92% 81.9% 98
LMGAM
3198
Liberty Mutual Group Asset Management
Massachusetts
$360M -$33.6M -9% 5.25% 19.9% 122
MKA
3199
M. Kulyk & Associates
Georgia
$360M +$1.93M +0.5% 4.56% 55.2% 111
ACA
3200
Ackerman Capital Advisors
Texas
$359M -$26.5M -7% 3.73% 26.5% 110
126 127
128
129 130