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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MSCM
4176
McElhenny Sheffield Capital Management
Texas
$281M +$35.1M +14% 9.78% 91.7% 100
CM
4177
CoreCommodity Management
Connecticut
$281M -$55.9M -17% 3.87% 22.2% 172
DA
4178
Detalus Advisors
Missouri
$281M +$30.6M +12% 8.21% 49.8% 158
SA
4179
SoftVest Advisors
Texas
$281M +$16.4M +6% 5.61% 75.8% 6
NCM
4180
Neumann Capital Management
California
$281M +$28.4M +11% 11% 70.8% 99
SWRP
4181
Summit Wealth & Retirement Planning
California
$280M +$43.8M +19% 8.06% 50.8% 68
JCIA
4182
Jackson Creek Investment Advisors
Colorado
$280M +$20M +8% 12.6% 169% 385
BFA
4183
BBJS Financial Advisors
Washington
$280M -$7.46M -3% 0.99% – 143
HS
4184
HighVista Strategies
Massachusetts
$280M +$4.87M +2% 15.2% 176% 166
HIM
4185
HGC Investment Management
Ontario, Canada
$280M -$64.3M -19% 2.15% 35% 118
MWM
4186
MorganRosel Wealth Management
Colorado
$280M +$21.7M +8% 8.05% 51.9% 112
SIC
4187
Shoker Investment Counsel
Ohio
$280M +$21.5M +8% 9.1% 53.5% 101
WWM
4188
WT Wealth Management
Arizona
$280M +$27M +11% 6.35% 49% 115
HP
4189
Hilltop Partners
Indiana
$280M +$25.8M +10% 6.85% – 105
HC
4190
Hendley & Co
Ohio
$280M +$22.8M +9% 7.17% 50.1% 56
CFC
4191
Coyle Financial Counsel
Illinois
$280M +$19.4M +7% 6.92% 46.2% 80
WHAM
4192
Windmill Hill Asset Management
United Kingdom
$279M +$108M +63% 12.1% 92.1% 41
RG
4193
Retirement Group
California
$279M +$31.5M +13% 9.73% 33.7% 884
AGWCA
4194
Annis Gardner Whiting Capital Advisors
Florida
$279M +$53M +23% 10.2% – 970
PPC
4195
Park Place Capital
Alabama
$279M +$28.1M +11% 7.83% – 928
BWAM
4196
Boyd Watterson Asset Management
Ohio
$279M +$25.9M +10% 12.3% 79.2% 449
APWM
4197
Argonautica Private Wealth Management
Massachusetts
$279M +$34.8M +14% 10% – 209
FWM
4198
ForthRight Wealth Management
Georgia
$279M +$20.5M +8% 6.69% 36.8% 66
BWM
4199
BCGM Wealth Management
Indiana
$279M +$33M +13% 6.56% 45.2% 147
GWP
4200
Gateway Wealth Partners
Wisconsin
$279M +$30.3M +12% 7.38% – 257
166 167
168
169 170