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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LP
4251
Lexington Partners
New York
$183M +$23.3M +15% 10.1% 2.17% 5
WWM
4252
WT Wealth Management
Arizona
$183M +$32.4M +21% 9.89% 49% 116
ACM
4253
Allred Capital Management
Texas
$183M +$17.8M +11% 13.1% 60.1% 178
SFSG
4254
Sound Financial Strategies Group
Mississippi
$183M +$25.1M +16% 4.74% 25% 108
LAS
4255
Lloyd Advisory Services
Georgia
$183M +$18.3M +11% 8.87% – 390
WU
4256
Wealthsimple US
New York
$183M +$32.7M +22% 7.71% – 24
PCMC
4257
Paragon Capital Management (Colorado)
Colorado
$183M -$478K -0.3% 9.5% 102% 110
AEPI
4258
AH Equity Partners III
California
$183M +$65M +55% 67.7% 41.9% 4
SLA
4259
Silver Lake Advisory
Utah
$183M +$20.1M +12% 14.5% 46.4% 95
GAMC
4260
Garner Asset Management Corp
Texas
$183M +$29.6M +19% 16.7% 62.2% 161
ITIM
4261
Indiana Trust & Investment Management
Indiana
$183M +$15M +9% 8.47% 78.2% 119
PAM
4262
Pegasus Asset Management
New York
$182M +$22.8M +14% 13.5% 93.3% 74
NF
4263
Nikulski Financial
Iowa
$182M +$24.6M +16% 13.8% 71.7% 112
GTAM
4264
Global Trust Asset Management
Florida
$182M +$25.5M +16% 15% 72.7% 447
KLCM
4265
KG&L Capital Management
Louisiana
$182M +$26.7M +17% 11.4% 67.6% 146
HRC
4266
Hoertkorn Richard Charles
$182M +$30.9M +20% 17% 92.1% 87
BFWA
4267
Benchmark Financial Wealth Advisors
Florida
$182M +$26.6M +17% 14% 60.1% 70
MA
4268
Minerva Advisors
Pennsylvania
$182M +$33.3M +22% 29.1% 111% 79
HR
4269
Hayden Royal
North Carolina
$182M -$6.01M -3% 7.84% 99.8% 594
SCM
4270
Symons Capital Management
Pennsylvania
$181M +$18.5M +11% 6.85% 25.1% 91
TSA
4271
Tri-Star Advisors
Texas
$181M +$21.5M +13% 7.48% 3.07% 51
MA
4272
MONECO Advisors
Connecticut
$181M +$24.3M +15% 13.6% 56.6% 193
PL
4273
Polianta Ltd
Jersey
$181M +$12M +7% 19.2% 30.4% 99
BCIM
4274
Bishop & Co Investment Management
Pennsylvania
$181M +$24.4M +16% 15.9% 38.8% 22
CCM
4275
Cephei Capital Management
Hong Kong
$181M – – 9.69% – 5
169 170
171
172 173