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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SCM
6176
Sheridan Capital Management
California
$124M – – 9.55% – 24
YWS
6177
Yarger Wealth Strategies
Ohio
$124M +$6.39M +5% 6.5% 46.5% 66
MWM
6178
Massachusetts Wealth Management
Massachusetts
$124M +$15M +14% 8.52% – 88
MFA
6179
Morling Financial Advisors
California
$124M +$23M +23% 24.7% 106% 81
BCM
6180
Brooktree Capital Management
Michigan
$124M +$4.01M +3% 10.5% 78.9% 29
GWM
6181
Greenhouse Wealth Management
Connecticut
$124M +$12.3M +11% 11.1% 65.7% 56
VCWA
6182
Vanguard Capital Wealth Advisors
Colorado
$124M +$15.8M +15% 13% 130% 152
CP
6183
Clayton Partners
California
$124M +$5.84M +5% 5.55% 64.1% 39
RFO
6184
RiverGlades Family Offices
Florida
$123M +$9.74M +9% 9.12% – 81
KM
6185
Kabouter Management
Illinois
$123M -$28.9M -19% 9.86% 12.9% 15
OFM
6186
Omega Fund Management
Massachusetts
$123M +$14.6M +13% 1.85% 82.4% 15
VH
6187
Visionary Horizons
Tennessee
$123M – – 11.9% – 81
WFG
6188
Wormser Freres Gestion
France
$123M – – 12.7% – 43
TA
6189
TCM Advisors
West Virginia
$123M +$11.7M +10% 2.6% 15.7% 62
MAM
6190
Marketfield Asset Management
New York
$123M +$5.33M +5% 12.6% 61.5% 39
QHA
6191
Quarry Hill Advisors
Minnesota
$123M +$14.1M +13% 11.4% – 42
BPFA
6192
Barnes Pettey Financial Advisors
Mississippi
$123M +$14.2M +13% 12.1% 76.8% 100
MC
6193
Mayar Capital
United Kingdom
$123M +$5.94M +5% 8.57% 31.4% 14
CAM
6194
Clio Asset Management
Virginia
$123M +$8.71M +8% 12.9% – 13
AFS
6195
AFG Fiduciary Services
Massachusetts
$123M +$10.2M +9% 12.3% 56.1% 85
SKK
6196
Shepherd Kaplan Krochuk
Massachusetts
$123M +$7.9M +7% 7.79% 33% 57
SI
6197
Stash Investments
New York
$123M – – 7.49% – 5
SICM
6198
Sustainable Insight Capital Management
New York
$123M +$20.8M +20% 16.7% 142% 67
BFA
6199
Brown Financial Advisory
Alabama
$123M +$9.96M +9% 11.4% 48% 33
SIMC
6200
Squire Investment Management Company
Utah
$123M – – 10.7% – 50
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