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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWM
2176
Meridian Wealth Management
Kentucky
$687M +$56.9M +9% 7.71% 96.6% 380
EPC
2177
Emerson Point Capital
New York
$687M +$80.6M +13% 5.96% 86.6% 44
LWM
2178
Lyell Wealth Management
California
$686M +$60.3M +10% 1.97% 124% 177
NIA
2179
Northstar Investment Advisors
Colorado
$686M +$44.1M +7% 4.45% 85.7% 156
BEP
2180
Bluescape Energy Partners
Texas
$685M +$158M +30% 19.5% 65.6% 4
BFG
2181
Barber Financial Group
Kansas
$685M +$137M +25% 7.06% 39% 163
TC
2182
TwinBeech Capital
New York
$684M +$68.1M +11% 4.96% 6.49% 732
OIM
2183
Opus Investment Management
Massachusetts
$683M +$44.4M +7% 7.1% 31.9% 104
EC
2184
Estate Counselors
Wisconsin
$683M +$17.9M +3% 6.05% 43.1% 177
OM
2185
Opaleye Management
Massachusetts
$681M -$84.8M -11% 1.9% 608% 74
SSWM
2186
Sheets Smith Wealth Management
North Carolina
$680M +$18.3M +3% 4.69% 55.4% 352
SEM
2187
Suncoast Equity Management
Florida
$679M +$38.2M +6% 4% 104% 48
MAM
2188
Montanaro Asset Management
United Kingdom
$679M +$86.4M +15% 0.25% 66.6% 44
BOPW
2189
Brandywine Oak Private Wealth
Pennsylvania
$679M +$22.8M +3% 3.52% 43.5% 292
ACG
2190
Anchorage Capital Group
New York
$678M -$185M -21% 2.03% 37.8% 45
JCM
2191
Jacobi Capital Management
Pennsylvania
$678M +$44.1M +7% 7.08% 62.5% 1,494
SCA
2192
Spearhead Capital Advisors
Florida
$677M +$47.9M +8% 5.22% 25.2% 223
EAM
2193
Evanson Asset Management
California
$677M +$48.5M +8% 3.39% 59.2% 290
MCM
2194
Maple Capital Management
Vermont
$676M +$27.5M +4% 4.33% 104% 104
LFS
2195
Lutz Financial Services
Nebraska
$676M +$67M +11% 6.82% 28.4% 57
RC
2196
Renaissance Capital
Connecticut
$675M -$57.2M -8% 1.96% 303% 63
MGWM
2197
Marks Group Wealth Management
Minnesota
$675M +$33M +5% 4.89% 69.3% 277
AHSW
2198
Adventist Health System West
California
$673M +$30.9M +5% 5.8% 49.4% 5
AFA
2199
American Financial Advisors
Georgia
$673M -$27.5M -4% 2.73% 41% 131
TWI
2200
Thomas White International
Illinois
$673M +$32.9M +5% 3.01% 34.9% 331
86 87
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