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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BC
1801
Bricktown Capital
Michigan
$879M +$15.8M +2% 6.48% – 23
MBA
1802
Maple-Brown Abbott
Australia
$879M +$23.6M +3% 1.81% 7.92% 16
WP
1803
WealthPLAN Partners
Nebraska
$879M -$552M -39% 5.03% – 1,336
FFA
1804
Fragasso Financial Advisors
Pennsylvania
$878M +$15.9M +2% 6.52% 54.4% 224
SFI
1805
SPC Financial Inc
Maryland
$877M +$31.2M +4% 3.59% 52.8% 216
LM
1806
Lincluden Management
Ontario, Canada
$877M +$15M +2% 0.27% 18.1% 77
SCA
1807
Stonebridge Capital Advisors
Minnesota
$876M +$32.3M +4% 6.12% 63.1% 1,033
SAM
1808
Southernsun Asset Management
Tennessee
$876M -$1.27M -0.1% 3.87% 44.7% 30
LFS
1809
Lutz Financial Services
Nebraska
$876M +$62.1M +8% 3.74% 28.4% 77
BFIM
1810
Beese Fulmer Investment Management
Ohio
$876M +$45.6M +5% 5.85% 79.7% 225
ZF
1811
Zhang Financial
Michigan
$876M +$91.5M +12% 6.55% 58.4% 236
CWM
1812
Cahaba Wealth Management
Georgia
$874M +$68.3M +8% 4.7% 36.5% 151
FTS
1813
Fifth Third Securities
Ohio
$872M +$111M +15% 4.17% 43.7% 215
LNB
1814
Ledyard National Bank
$871M +$20.2M +2% 5.43% 60.7% 203
BCM
1815
BTC Capital Management
Iowa
$869M +$37.6M +5% 7.61% – 251
GCA
1816
Guardian Capital Advisors
Ontario, Canada
$868M -$13.5M -2% 2.15% 26.1% 167
NAS
1817
Nicolet Advisory Services
Wisconsin
$868M +$111M +15% 5.32% 51.9% 296
MAS
1818
Meeder Advisory Services
Ohio
$868M +$76.3M +10% 7.76% – 443
BP
1819
BBR Partners
New York
$868M -$21.6M -2% 7.93% 55.8% 196
SBLIC
1820
Security Benefit Life Insurance Company
Kansas
$867M +$79.6M +10% 11.2% 29.7% 91
AAIM
1821
American Assets Investment Management
California
$867M +$4.37M +0.5% 0.43% 316% 179
SFG
1822
StrategIQ Financial Group
Indiana
$866M +$3.32M +0.4% 4.65% 12.6% 291
CC
1823
Callan Capital
California
$864M +$54.1M +7% 6.26% 20.1% 198
MB
1824
Mizuho Bank
Japan
$864M +$210M +32% 8.45% 81.9% 8
TCBWMS
1825
Texas Capital Bank Wealth Management Services
Texas
$863M +$42.5M +5% 6.95% 74% 203
71 72
73
74 75