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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CSIA
3776
Conrad Siegel Investment Advisors
Pennsylvania
$371M +$812K +0.2% 0.6% 49.5% 48
SLC
3777
Second Line Capital
Louisiana
$371M +$3.99M +1% 2.66% – 148
SWM
3778
Shakespeare Wealth Management
Wisconsin
$371M -$11.6M -3% 2.87% 35.2% 101
DEA
3779
DoubleLine ETF Adviser
Florida
$371M -$39.9M -10% 3.63% – 219
SDAM
3780
Shulman DeMeo Asset Management
New York
$371M -$36.9M -9% 1.1% 58.7% 134
MWAM
3781
Manhattan West Asset Management
California
$370M -$16.2M -4% 1.47% 57% 146
WPIC
3782
White Pine Investment Company
Michigan
$370M +$5.77M +2% 0.98% 61.3% 69
CWM
3783
Centric Wealth Management
Illinois
$370M -$6.13M -2% 0.14% 41.6% 191
CPI
3784
Crestview Partners IV
New York
$370M +$284M +332% 14.4% 11.9% 2
BCA
3785
Bray Capital Advisors
Florida
$370M -$38.6M -9% 2.37% 36.5% 260
FPTW
3786
Franklin, Parlapiano, Turner & Welch
Texas
$370M -$17.5M -5% 2.63% 41.1% 54
TCM
3787
Thames Capital Management
New Jersey
$369M +$47.9M +15% 16.5% 290% 48
LAM
3788
LECAP Asset Management
United Kingdom
$369M -$94.2M -20% 1.14% – 429
EGA
3789
E&G Advisors
Texas
$368M +$7.11M +2% 1.98% 67.6% 228
BIG
3790
Builder Investment Group
Georgia
$368M -$4.09M -1% 1.04% – 106
MIA
3791
Milestone Investment Advisors
Wisconsin
$368M +$11.1M +3% 0.23% – 133
FWSM
3792
First Wilshire Securities Management
California
$368M +$12.2M +3% 2.83% 73.8% 90
VIA
3793
Vickerman Investment Advisors
Washington
$368M +$27.7M +8% 0.61% 43% 67
LWAM
3794
Legacy Wealth Asset Management
Minnesota
$367M -$5.27M -1% 2.86% 75.5% 364
MFS
3795
Madrona Financial Services
Washington
$367M +$7.41M +2% 1.73% 54.3% 123
CA
3796
Crumly & Associates
Illinois
$367M +$5.33M +1% 0.04% 43.1% 158
TM
3797
Tikvah Management
North Carolina
$367M +$44.5M +14% 14.9% 94.5% 25
ECA
3798
Elevated Capital Advisors
Utah
$367M -$9.39M -2% 0.26% 35.2% 285
CWA
3799
Clarity Wealth Advisors
California
$367M +$22.7M +7% 3.39% 78.7% 96
AAM
3800
Arohi Asset Management
Singapore
$367M +$63.6M +21% 27.2% – 5
150 151
152
153 154