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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SIM
3451
Studio Investment Management
Illinois
$288M -$15.5M -5% 9.57% 37.8% 201
BWA
3452
Burt Wealth Advisors
Maryland
$288M -$45.6M -14% 10% 41.3% 104
WFA
3453
Wellspring Financial Advisors
Ohio
$287M -$52.2M -15% 13.9% 53.1% 146
CH
3454
Canton Hathaway
Rhode Island
$287M -$70.4M -20% 17.4% 78.3% 267
FA
3455
Fermata Advisors
California
$287M +$20M +8% 11.1% 33.1% 206
TWM
3456
Thrive Wealth Management
Pennsylvania
$287M -$51.5M -15% 14.1% 66.4% 166
NC
3457
NinePointTwo Capital
California
$286M -$83.2M -23% 11.3% 1.62% 284
BS
3458
Bessemer Securities
New York
$286M -$56.8M -17% 15.3% 45% 132
FWM
3459
Foresight Wealth Management
Utah
$286M +$37.9M +15% 7.6% 5.82% 126
AIS
3460
AM Investment Strategies
Tennessee
$286M -$91.3M -24% 18.8% 103% 114
CF
3461
CNA Financial
Illinois
$286M -$36.4M -11% 14.2% 79.4% 198
SCA
3462
Stokes Capital Advisors
South Carolina
$286M -$57.1M -17% 10.1% 53.4% 89
CI
3463
Cavalier Investments
Georgia
$286M -$96.6M -25% 15.8% 131% 105
KS
3464
Karpas Strategies
Connecticut
$286M -$31.3M -10% 12.1% 16.1% 124
AA
3465
Ashford Advisors
New York
$286M -$18.8M -6% 15.8% 59.9% 17
MSA
3466
Mason Street Advisors
Wisconsin
$286M +$116M +68% 12.9% 30.2% 11
AMG
3467
Advisors Management Group
Wisconsin
$285M -$10.7M -4% 9.05% 48.1% 148
RP
3468
Rice Partnership
Hawaii
$285M -$61.6M -18% 14.3% 94.1% 135
LTI
3469
Laffer Tengler Investments
Tennessee
$285M -$47.1M -14% 10.3% 69.4% 440
MAC
3470
Mason & Associates (California)
California
$285M -$42.6M -13% 8.95% 40.9% 115
KFP
3471
Keystone Financial Planning
Ohio
$285M -$14.3M -5% 5.83% 13.4% 49
RF
3472
Rollins Financial
Georgia
$284M -$55.8M -16% 20.4% – 133
CAN
3473
Claraphi Advisory Network
United States
$284M -$61.5M -18% 13.1% 88.3% 324
MC
3474
Mount Capital
United Kingdom
$284M -$59.5M -17% 17.6% 43.6% 44
YCM
3475
Yaupon Capital Management
New York
$284M +$99.8M +54% 10.4% 45.2% 90
137 138
139
140 141