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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LI
3426
LRI Investments
Florida
$396M – – 8.12% – 848
FCA
3427
FLC Capital Advisors
California
$396M +$24.9M +7% 6.77% 43.6% 164
CWM
3428
Cranbrook Wealth Management
Michigan
$395M +$20.8M +6% 5.59% 38% 313
HWM
3429
HFR Wealth Management
New York
$395M +$26.4M +7% 7.33% 61.2% 55
QPWM
3430
Quadrant Private Wealth Management
Pennsylvania
$395M +$34.4M +10% 11.4% – 249
WC
3431
Westwind Capital
New Mexico
$395M +$28.2M +8% 6.57% 93.8% 39
BA
3432
BCM Advisors
Louisiana
$395M +$14.2M +4% 6.87% 37% 69
LCM
3433
Lionstone Capital Management
New York
$395M +$31.8M +9% 11.1% 105% 12
WIS
3434
Wright Investors Service
Connecticut
$395M +$39.5M +11% 13.6% 101% 162
BWA
3435
Burt Wealth Advisors
Maryland
$394M +$44M +13% 5.79% 41.3% 121
BFA
3436
Benedict Financial Advisors
Georgia
$394M +$27.1M +7% 7.54% 44.7% 130
AIS
3437
AM Investment Strategies
Tennessee
$394M +$39.7M +11% 9.46% 103% 114
BCA
3438
Bray Capital Advisors
Florida
$394M +$32.7M +9% 11.2% 36.5% 263
PAM
3439
Paradigm Asset Management
New York
$394M +$16M +4% 7.17% 47.2% 539
CCP
3440
Clifford Capital Partners
Utah
$394M +$6.06M +2% 5.02% 47.2% 57
GMF
3441
Grace & Mercy Foundation
New York
$394M +$18.7M +5% 15.2% – 21
CWM
3442
CMH Wealth Management
New Hampshire
$394M -$19M -5% 7.16% 83.4% 46
RPWA
3443
Regent Peak Wealth Advisors
Georgia
$394M +$24.9M +7% 7.89% 32.1% 180
T2I
3444
Turim 21 Investimentos
Brazil
$393M +$80.4M +26% 6.98% 69.9% 84
DEA
3445
DoubleLine ETF Adviser
Florida
$393M +$46.5M +13% 8.45% – 245
PFA
3446
Pettinga Financial Advisors
Indiana
$393M +$19.8M +5% 8.39% 57.3% 129
OH
3447
Oikos Holdings
New York
$392M +$26.5M +7% 6.09% 5.54% 8
KFI
3448
Key Financial Inc
Pennsylvania
$392M +$26.3M +7% 6.09% 47.7% 1,334
SC
3449
Searle & Co
Connecticut
$392M +$26.5M +7% 9.85% 62.1% 168
MAM
3450
Morse Asset Management
Connecticut
$392M +$52.2M +15% 17.9% 155% 154
136 137
138
139 140