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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BG
5076
Benedetti & Gucer
Georgia
$201M +$10.5M +6% 12.9% 42.6% 153
AC
5077
Addison Capital
Pennsylvania
$201M +$40.2M +25% 7.61% 61% 131
WA
5078
Wilshire Advisors
California
$201M +$7.97M +4% 4.8% 27.2% 11
JIC
5079
Juniper Investment Company
New York
$201M +$12.9M +7% 10.9% 263% 11
SWM
5080
Sterling Wealth Management
Illinois
$201M +$23.2M +13% 6.56% – 97
ODA
5081
One Degree Advisors
California
$201M +$5.26M +3% 6.01% – 54
LIG
5082
Lokken Investment Group
Delaware
$201M +$23.9M +13% 7.21% 47% 150
LWM
5083
Long Walk Management
Connecticut
$200M +$46.1M +30% 21.4% 394% 11
WAM
5084
Westport Asset Management
Connecticut
$200M +$14.4M +8% 8.24% 81% 75
EWP
5085
Elevation Wealth Partners
California
$200M +$33.4M +20% 5.94% – 517
CKAIS
5086
Christensen King & Associates Investment Services
Washington
$200M +$13.4M +7% 6.27% – 99
AFA
5087
Alta Fundamental Advisers
New York
$200M +$12.9M +7% 7.5% 104% 22
TA
5088
Teramo Advisors
Florida
$200M +$12.3M +7% 6.36% 45.7% 14
CF
5089
CNA Financial
Illinois
$200M +$47.7M +31% 8.81% 79.4% 20
MBI
5090
May Barnhard Investments
Maryland
$200M +$5.33M +3% 7.54% – 84
AFS
5091
Amtrust Financial Services
New York
$200M +$14.3M +8% 7.31% 48.3% 16
EP
5092
Essential Planning
New Hampshire
$200M +$1.56M +0.8% 4.86% 30.1% 65
DMBA
5093
Deseret Mutual Benefit Administrators
Utah
$200M +$26.3M +15% 7.81% 46.1% 487
EPW
5094
Evergreen Private Wealth
Colorado
$200M +$14.1M +8% 6.39% – 234
JGCM
5095
Joseph Group Capital Management
Ohio
$200M +$27.3M +16% 6.51% 43.7% 88
WF
5096
Warner Financial
Maryland
$200M +$22.1M +12% 7.47% 52.2% 109
AIM
5097
Ausbil Investment Management
Australia
$200M +$15M +8% 7.64% – 66
CWM
5098
Collaborative Wealth Management
Florida
$199M +$14.8M +8% 5.12% 32% 180
AWG
5099
Altus Wealth Group
Colorado
$199M +$19M +11% 8.12% 58.6% 161
LCM
5100
Leisure Capital Management
California
$199M +$14.3M +8% 8.52% 68.6% 144
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