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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCP
4226
Shorepoint Capital Partners
Massachusetts
$239M -$6.94M -3% 1.06% 29.7% 82
PWS
4227
Peloton Wealth Strategists
Indiana
$239M -$10.1M -4% 5.49% 43% 94
BSP
4228
Benefit Street Partners
New York
$239M -$62.7M -21% 9.32% 7.07% 48
ARIS
4229
Advanced Research Investment Solutions
California
$239M -$35.5M -13% 7.11% 13.2% 273
KMWM
4230
Keudell/Morrison Wealth Management
Oregon
$239M -$13.8M -5% 1.61% 42.6% 199
BIA
4231
BHK Investment Advisors
Alabama
$239M -$14.4M -6% 5.39% 43.9% 63
CMU
4232
Carnegie Mellon University
Pennsylvania
$239M -$10.9M -4% 8.37% 267% 6
JAM
4233
Jacobs Asset Management
New York
$239M +$19.3M +9% 0.2% 42.4% 50
PA
4234
Paragon Advisors
Texas
$239M +$34.4M +17% 12.2% 108% 88
TDWM
4235
Topel & Distasi Wealth Management
California
$239M -$6.44M -3% 5.1% 33.8% 80
SCM
4236
Stamina Capital Management
New York
$239M +$12K +0% 0.86% 283% 31
PWSG
4237
Pacific Wealth Strategies Group
California
$239M -$48.5M -17% 5.88% 81.1% 89
CP
4238
CPV Partners
Connecticut
$239M -$6.88M -3% 1.6% 24.1% 7
SA
4239
Shilanski & Associates
Alaska
$238M +$3.56M +2% 0.67% 65.2% 140
MLFP
4240
MPS Loria Financial Planners
Illinois
$238M -$7.13M -3% 3.77% 55.4% 87
BDA
4241
Borer Denton & Associates
Pennsylvania
$238M – – 2.38% 52.1% 53
WFG
4242
Wills Financial Group
Virginia
$238M -$14.7M -6% 0.7% 43.8% 75
BCM
4243
Brightlight Capital Management
Connecticut
$238M -$11.9M -5% 9.69% 298% 13
FPOC
4244
Financial Planners of Cleveland
Ohio
$238M -$7.98M -3% 4.59% – 96
SRSA
4245
S.R. Schill & Associates
Washington
$238M -$13M -5% 1.8% 27.1% 80
SWMG
4246
Sanchez Wealth Management Group
Florida
$238M +$709K +0.3% 4.97% 47% 35
SHWM
4247
Smith & Howard Wealth Management
Georgia
$238M +$16.8M +8% 4.21% 33.7% 72
JGIA
4248
Jackson Grant Investment Advisers
Connecticut
$238M +$41.5M +21% 3.24% 44.9% 357
CPA
4249
Cowen Prime Advisors
New York
$238M -$56.4M -19% 15.6% 116% 183
OIA
4250
Optimum Investment Advisors
Illinois
$237M -$19.5M -8% 3.24% 92.1% 920
168 169
170
171 172