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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TF
3826
TLWM Financial
Texas
$287M -$11.7M -4% 4.79% 42.1% 71
FC
3827
FCA Corp
Texas
$287M -$7.24M -2% 3.6% 45% 207
LPIC
3828
LeJeune Puetz Investment Counsel
Michigan
$286M -$10.3M -3% 3.91% 64% 200
MSCM
3829
McElhenny Sheffield Capital Management
Texas
$286M +$19.7M +7% 4.02% 91.7% 133
LRWA
3830
Long Run Wealth Advisors
New York
$286M -$1.46M -0.5% 4.02% 42.8% 102
SAS
3831
SMI Advisory Services
Indiana
$286M +$23M +9% 2.79% – 44
MHR
3832
Matthew Hamilton Rosenberg
$286M +$4.96M +2% 2.51% 38.7% 776
S
3833
SimplyRich
California
$286M -$15.4M -5% 2.42% 61.4% 177
DFG
3834
Delphi Financial Group
Delaware
$286M -$41.6M -13% 3.73% 50.4% 31
CCA
3835
Childress Capital Advisors
Texas
$286M +$43.5M +18% 7.18% 73.3% 200
RCP
3836
Rothschild Capital Partners
New York
$285M -$50.1M -15% 1.78% 77.7% 36
SIM
3837
SW Investment Management
Colorado
$285M -$8.67M -3% 7.66% 155% 10
FIM
3838
Fernwood Investment Management
Massachusetts
$285M -$20.8M -7% 3.05% 83.3% 216
DIV
3839
DCM International VI
California
$285M -$324M -53% 50.3% – 3
SFG
3840
SevenBridge Financial Group
Pennsylvania
$285M -$45.9M -14% 2.3% 61.7% 176
BCFS
3841
Butensky & Cohen Financial Security
Florida
$285M +$4.43M +2% 1.8% 45.9% 98
CJFS
3842
Coulter & Justus Financial Services
Tennessee
$285M +$157M +124% 5.61% – 62
EA
3843
Evergreen Advisors
Tennessee
$285M -$8.47M -3% 5.61% 33% 14
FWSM
3844
First Wilshire Securities Management
California
$285M -$36.1M -11% 7.01% 73.8% 93
CWM
3845
Cordatus Wealth Management
Pennsylvania
$285M -$56.9M -17% 0.39% 125% 209
CG
3846
Compass Group
New York
$284M +$25.6M +10% 12.2% 51.8% 22
HAS
3847
HBW Advisory Services
California
$284M -$144M -34% 4.3% 44.4% 281
W
3848
WealthOne
New York
$284M -$5.71M -2% 4.97% 23.4% 136
GDS
3849
Gimbel Daniel Scott
$284M +$12.2M +4% 4.51% 61.2% 3
EA
3850
Ellsworth Advisors
Ohio
$284M +$13.2M +5% 1.42% 64.8% 184
152 153
154
155 156