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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AO
2876
Allen Operations
New York
$375M -$23.2M -6% 1.3% 262% 45
IF
2877
Intrua Financial
Texas
$375M -$95.1M -20% 5.26% 53.4% 365
CFFP
2878
Center for Financial Planning
Michigan
$375M -$19M -5% 5.74% 54.5% 696
AMBIA
2879
Allen Mooney & Barnes Investment Advisors
Georgia
$374M -$16.6M -4% 4.87% 60% 140
5NCM
2880
59 North Capital Management
Texas
$374M +$24.8M +7% 2.39% 124% 13
TC
2881
TAP Consulting
Missouri
$374M +$13.2M +4% 2.2% 3.06% 131
NC
2882
NBW Capital
Massachusetts
$373M +$8.45M +2% 0.21% 86% 92
FM
2883
Family Management
New York
$373M +$21.8M +6% 3.96% 54.2% 184
UM
2884
Ulysses Management
New York
$373M -$7.34M -2% 2.45% 29.3% 52
MAA
2885
Mraz Amerine & Associates
California
$372M -$16.7M -4% 3.32% 61.8% 174
CPA
2886
Capital Planning Advisors
California
$372M -$5.43M -1% 5.03% 61.5% 138
IAS
2887
IMA Advisory Services
Colorado
$372M -$36.4M -9% 2.69% 59.5% 413
CA
2888
CHI Advisors
New York
$372M +$110M +42% 63% 78.5% 28
DCM
2889
DAFNA Capital Management
California
$372M +$4.91M +1% 13.9% 117% 98
CBA
2890
Coastal Bridge Advisors
Connecticut
$372M +$46.8M +14% 49.3% 168% 186
HA
2891
Harbor Advisors
Florida
$372M -$40.3M -10% 8.26% 74.6% 181
DPI
2892
Diversified Portfolios Inc
Michigan
$372M +$12.7M +4% 4.95% 33.4% 140
NI
2893
NFC Investments
Tennessee
$371M +$2.6M +0.7% 2.58% – 37
RP
2894
Rowlandmiller & Partners
Georgia
$371M -$19.4M -5% 4.74% 54.2% 179
CIP
2895
Capital Insight Partners
Arizona
$371M -$57.2M -13% 5.31% 44.6% 153
SAM
2896
Synergy Asset Management
Washington
$371M -$6.62M -2% 3.11% 64.5% 145
RIA
2897
Recurrent Investment Advisors
Texas
$371M +$40.8M +12% 0.81% 68.9% 50
AI
2898
AdvisorShares Investments
Maryland
$370M +$11.1M +3% 6.16% 67.7% 358
VCM
2899
Vivaldi Capital Management
Illinois
$370M -$13.9M -4% 5.5% 52.2% 234
OWA
2900
Octavia Wealth Advisors
Ohio
$370M -$12M -3% 5.49% 52.2% 179
114 115
116
117 118