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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CFP
3051
Catalyst Financial Partners
Massachusetts
$511M +$56.1M +12% 6.66% – 278
EAMA
3052
EFG Asset Management (Americas)
Florida
$511M +$625K +0.1% 7.16% 90.3% 128
BCB
3053
Brian C. Broderick
$511M +$21M +4% 5.22% 70.7% 84
PCMC
3054
Paragon Capital Management (Colorado)
Colorado
$510M -$34.5M -6% 0.59% 102% 216
OBWP
3055
O'Brien Wealth Partners
Massachusetts
$510M +$65M +15% 5.15% 41.6% 72
CJL
3056
Cyrus J. Lawrence
New York
$510M +$16.1M +3% 7% – 177
SP
3057
Solel Partners
Massachusetts
$510M -$104M -17% 3.56% 57.3% 22
AIM
3058
Aigen Investment Management
New York
$510M -$4.66M -0.9% 7.1% 38% 1,078
KNW
3059
Kesler Norman & Wride
Utah
$509M +$38.1M +8% 8.24% 53.7% 230
MAM
3060
Marotta Asset Management
Virginia
$509M +$26M +5% 5.99% – 113
CFGSD
3061
Compass Financial Group (South Dakota)
South Dakota
$509M +$47.7M +10% 6.26% – 94
CRB
3062
Chad R. Baker
$509M +$30M +6% 7.2% 87.2% 53
LA
3063
Lifeworks Advisors
Michigan
$509M +$150M +42% 6.61% 53.3% 303
GM
3064
Granger Management
New York
$508M -$91.5M -15% 5.52% 68.4% 23
MCM
3065
Mengis Capital Management
Oregon
$508M +$14.9M +3% 5.35% 67.7% 190
TC
3066
TAP Consulting
Missouri
$508M +$34.1M +7% 6.27% 3.06% 165
MCM
3067
Morton Capital Management
California
$508M +$86.8M +21% 6.22% 54.8% 117
MFS
3068
McNamara Financial Services
Massachusetts
$508M +$34.9M +7% 5.78% 29.6% 87
SGA
3069
Strategic Global Advisors
California
$507M +$29M +6% 7.41% 116% 159
SPG
3070
Strategic Planning Group
Utah
$507M +$49.7M +11% 8.16% – 78
DAM
3071
Deltec Asset Management
New York
$507M -$15.7M -3% 3.38% 116% 190
MB
3072
Mizuho Bank
Japan
$507M +$85.7M +20% 5.48% 81.9% 119
SFPM
3073
Sensible Financial Planning & Management
Massachusetts
$507M +$43.7M +9% 4.75% 14.1% 53
CFS
3074
Commonwealth Financial Services
West Virginia
$506M +$19.2M +4% 4.46% – 205
AIA
3075
Allied Investment Advisors
Montana
$505M +$78.7M +18% 8.64% 48.1% 78
121 122
123
124 125