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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MSA
3351
Marino Stram & Associates
Massachusetts
$409M -$13.1M -3% 1.09% 52.1% 171
PPC
3352
Park Presidio Capital
California
$409M -$30.5M -7% 2.48% 132% 11
WCM
3353
Wildcat Capital Management
New York
$409M +$133M +48% 14.9% 57.9% 20
KC
3354
Keenan Capital
California
$408M +$18M +5% 5.23% 148% 10
ODG
3355
O'Dell Group
Ohio
$408M +$0 0% 1.42% 53.5% 90
SHFA
3356
SC&H Financial Advisors
Maryland
$408M +$23.9M +6% 1.32% 49% 147
AA
3357
Ashford Advisors
New York
$407M +$11.2M +3% 3.18% 59.9% 15
CLC
3358
Charles-Lim Capital
Hong Kong
$407M +$107M +36% 3.19% 10.4% 8
PWM
3359
PBMares Wealth Management
Virginia
$407M +$23.4M +6% 1.08% 50.9% 188
SI
3360
Squadra Investments
Brazil
$407M -$113M -22% 18.5% 94.4% 4
CWM
3361
Cranbrook Wealth Management
Michigan
$406M +$11.1M +3% 0.57% 38% 317
FCA
3362
FLC Capital Advisors
California
$406M +$10.6M +3% 2.31% 43.6% 173
JSC
3363
Jackson Square Capital
California
$406M +$18M +5% 10.9% 201% 149
CWM
3364
CMH Wealth Management
New Hampshire
$406M +$12.7M +3% 3.76% 83.4% 51
NQWM
3365
Northwest Quadrant Wealth Management
Oregon
$406M -$2.15M -0.5% 0.47% 34.1% 66
MF
3366
Manchester Financial
California
$406M +$22.9M +6% 2.34% 46.4% 112
GG
3367
GenWealth Group
New Jersey
$406M +$9.27M +2% 2.32% 58.4% 68
AFIA
3368
America First Investment Advisors
Nebraska
$406M -$5.09M -1% 0.91% 81.9% 86
FGP
3369
Foyston, Gordon, & Payne
Ontario, Canada
$406M -$9.45M -2% 0.54% 78.3% 60
AIS
3370
AM Investment Strategies
Tennessee
$406M +$11.6M +3% 6.54% 103% 114
CWM
3371
Compass Wealth Management
Connecticut
$405M +$5.72M +1% 2.12% – 413
SCM
3372
Silverarc Capital Management
Massachusetts
$405M +$48.5M +14% 6.38% 1,110% 86
KA
3373
Kozak & Associates
Colorado
$405M +$33.1M +9% 7.84% 105% 460
CMA
3374
Cedar Mountain Advisors
Oregon
$405M +$7.31M +2% 0.98% 48% 366
TWD
3375
True Wealth Design
Ohio
$405M +$3.41M +0.8% 0.11% – 834
133 134
135
136 137