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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
OBGC
3776
O'Brien Greene & Co
Pennsylvania
$280M +$27.8M +11% 7.88% 60.1% 140
ARI
3777
Applied Research Investments
Delaware
$280M +$6.03M +2% 14.5% – 47
SHCM
3778
Shelter Haven Capital Management
New Jersey
$280M -$31.3M -10% 10.4% – 19
LCP
3779
Legacy Capital Partners
Wisconsin
$280M +$14.6M +5% 5.42% 85.6% 146
BGDI
3780
BW Gestao de Investimentos
Brazil
$280M -$60.1M -18% 9.7% 26.8% 64
ANRIA
3781
American National Registered Investment Advisor
Texas
$279M +$20.9M +8% 9.66% 95.9% 242
WAM
3782
WNY Asset Management
New York
$279M +$28.7M +11% 5.31% 39.9% 159
TF
3783
TLWM Financial
Texas
$279M +$15.5M +6% 5.39% 42.1% 73
BCM
3784
Brightlight Capital Management
Connecticut
$279M +$37.4M +15% 5.22% 298% 13
RWG
3785
Ratio Wealth Group
Colorado
$279M +$39.2M +16% 4.78% – 51
VCM
3786
Voce Capital Management
California
$279M +$56.1M +25% 20.2% 69.2% 12
FTS
3787
Fifth Third Securities
Ohio
$279M +$35.4M +15% 5.35% 43.7% 86
BHWA
3788
Beacon Harbor Wealth Advisors
Virginia
$279M +$27.9M +11% 6.8% – 83
IWP
3789
IAG Wealth Partners
Wisconsin
$279M +$16.4M +6% 5.98% 41.1% 406
NL
3790
NVWM LLC
Pennsylvania
$278M +$26.5M +11% 11.2% 89.5% 492
WAS
3791
Winch Advisory Services
Wisconsin
$278M +$28.5M +11% 8.25% 82.1% 525
OPA
3792
Old Port Advisors
Maine
$278M +$23.1M +9% 6.78% – 227
MKC
3793
M. Kraus & Co
Vermont
$278M +$20.1M +8% 4.58% 41.3% 76
MC
3794
Mathes Company
New York
$278M +$18.9M +7% 8.61% – 128
WC
3795
Winmill & Co
New York
$278M +$6.46M +2% 7.45% 82.8% 85
KIG
3796
Kowal Investment Group
Wisconsin
$278M +$30.4M +12% 5.15% 21.1% 106
DS
3797
Dalal Street
Texas
$278M +$15.6M +6% 1.65% 26.3% 3
RFA
3798
Radnor Financial Advisors
Pennsylvania
$278M +$48.7M +21% 5.29% 2.54% 26
FC
3799
Financial Consulate
Maryland
$277M +$30.9M +13% 6.87% 44.1% 135
CI
3800
Cavalier Investments
Georgia
$277M +$47.4M +21% 8.55% 131% 119
150 151
152
153 154