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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DFA
4676
DHJJ Financial Advisors
Illinois
$277M +$28.6M +12% 8.46% 50.3% 996
SCA
4677
Sandy Cove Advisors
Massachusetts
$277M +$27.9M +11% 9.03% 64.8% 134
MIG
4678
Mariner Investment Group
New York
$277M +$23.7M +9% 11.8% – 67
CCM
4679
Consolidated Capital Management
California
$277M +$35.9M +15% 12.1% 125% 50
CPW
4680
Crestmont Private Wealth
Texas
$277M +$45.6M +20% 6.93% 44% 88
RWPA
4681
Richard W. Paul & Associates
Michigan
$277M +$21.6M +8% 9.88% – 357
WF
4682
Whelan Financial
California
$277M +$19.4M +8% 6.98% 39.3% 67
OAM
4683
Oxford Asset Management
United Kingdom
$276M +$68M +33% 10.8% – 804
TCB
4684
Texas Capital Bancshares
Texas
$276M +$41.5M +18% 19.6% 141% 84
SPI
4685
Santori & Peters Inc
Pennsylvania
$276M +$28.4M +11% 10.7% 88% 71
OFA
4686
Oak Family Advisors
Illinois
$276M +$35.6M +15% 9.88% 71.8% 97
FPGT
4687
Financial Partners Group (Tennessee)
Tennessee
$276M +$45.9M +20% 3.88% – 95
TC
4688
TFR Capital
Texas
$276M +$35.9M +15% 12.8% – 167
TAM
4689
Townsend Asset Management
North Carolina
$276M +$16.7M +6% 9.01% 72.7% 187
YCM
4690
Yiheng Capital Management
California
$276M -$8.35M -3% 3.35% 44.9% 25
OFW
4691
Omnia Family Wealth
Florida
$276M +$37M +15% 10.8% 72.5% 106
SFS
4692
Solitude Financial Services
Virginia
$276M +$18.5M +7% 4.03% 41.7% 39
PA
4693
Pineridge Advisors
Missouri
$276M +$20M +8% 5.55% – 591
CHJWM
4694
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276M +$33.6M +14% 5.75% 43.7% 140
ACM
4695
Argyle Capital Management
Pennsylvania
$276M +$6.59M +2% 5.75% 52.5% 132
SFS
4696
Shaker Financial Services
Virginia
$276M +$18.9M +7% 5.18% 7.48% 176
C1AG
4697
Client 1st Advisory Group
Florida
$276M +$18.8M +7% 8.81% 41.6% 141
ATFA
4698
All Terrain Financial Advisors
Minnesota
$276M +$19.1M +7% 5.29% 45.2% 88
BCC
4699
Bain Capital Credit
Massachusetts
$276M -$133M -33% 5.69% 22.9% 7
ACM
4700
Aubrey Capital Management
United Kingdom
$275M +$26.5M +11% 22.6% 227% 56
186 187
188
189 190