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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SWP
3201
Strategic Wealth Partners
Ohio
$192M -$242K -0.1% 17% 144
BMC
3202
Benin Management Corp
Connecticut
$192M -$44.9M -19% 20.4% 67.6% 94
SHJ
3203
Sharkey, Howes & Javer
Colorado
$192M -$44.6M -19% 14.6% 43.6% 70
RWP
3204
Reliant Wealth Planning
Kentucky
$192M -$7.88M -4% 4.54% 37.2% 14
WFPG
3205
Waller Financial Planning Group
Ohio
$192M -$7.85M -4% 21% 30.4% 48
LCM
3206
Liberty Capital Management
Michigan
$192M -$51.4M -21% 15.9% 67.4% 126
AA
3207
Armor Advisors
New York
$191M +$53.4M +39% 8.48% 42.7% 18
CAM
3208
Chandler Asset Management
California
$191M -$49.9M -21% 20.1% 28% 17
RPSA
3209
Richard P. Slaughter Associates
Texas
$191M -$59.7M -24% 22.7% 33.8% 112
SCM
3210
SG Capital Management
Illinois
$191M -$281M -60% 13.1% 218% 64
SPIO
3211
Seven Post Investment Office
California
$191M +$52.9M +38% 22.9% 50.6% 43
DBIA
3212
Dumont & Blake Investment Advisors
New Jersey
$191M -$60.2M -24% 19.3% 56.5% 186
SNB
3213
Security National Bank
Nebraska
$190M -$33.9M -15% 15.2% 112% 76
SCC
3214
Six Columns Capital
Texas
$190M -$53M -22% 12% 66
SAM
3215
SignalPoint Asset Management
Missouri
$190M -$47.5M -20% 14.8% 36% 204
CCM
3216
CWH Capital Management
Washington
$190M -$60M -24% 18.3% 29.9% 53
CSM
3217
CAMG Solamere Management
North Carolina
$190M -$26.5M -12% 21.9% 51.8% 131
SAM
3218
Stansberry Asset Management
Texas
$190M -$55.4M -23% 14.1% 63.2% 63
HGWM
3219
Horst & Graben Wealth Management
Oregon
$190M 11.5% 39.9% 89
SCP
3220
Stamos Capital Partners
California
$190M +$66M +53% 30.2% 29.6% 94
VCM
3221
Versant Capital Management
Arizona
$190M -$8.44M -4% 18.6% 54.4% 1,900
FCPV
3222
FS Capital Partners VI
California
$190M -$111M -37% 36.8% 1
JWCA
3223
J.W. Coons Advisors
Ohio
$190M 16.2% 61.2% 183
BI
3224
Bulldog Investors
New Jersey
$190M -$44.2M -19% 18.5% 28.5% 191
HA
3225
Hamel Associates
New Jersey
$189M -$53.4M -22% 16.8% 32.4% 82