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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EIG
3101
Ellenbecker Investment Group
Wisconsin
$396M +$29.1M +8% 6.03% 49.2% 95
IPW
3102
Inlet Private Wealth
Florida
$396M +$11.8M +3% 4.92% 71.4% 136
IRC
3103
Investors Research Corp
Georgia
$396M +$11.2M +3% 3.4% 45.5% 1,142
LS
3104
Liquid Strategies
Georgia
$396M +$28.3M +8% 4.89% 38.4% 16
BWM
3105
Brickley Wealth Management
California
$396M +$31M +9% 6.05% 50.9% 41
MC
3106
Martin & Co
Tennessee
$396M +$7.25M +2% 5.41% 57.3% 108
RC
3107
Raine Capital
New York
$395M -$103M -21% 3.93% 85.7% 15
PPC
3108
Park Presidio Capital
California
$395M -$7.83M -2% 16.6% 132% 11
FBT
3109
First Bank & Trust
South Dakota
$395M +$16.5M +4% 4.49% 60% 204
PCWA
3110
Pacific Capital Wealth Advisors
California
$394M +$5.78M +1% 3.78% 40.2% 88
MC
3111
Miramar Capital
Illinois
$394M +$5.44M +1% 3.01% 43.5% 92
JJBC
3112
James J. Burns & Company
New York
$394M +$6.31M +2% 5.53% 50.6% 120
PCA
3113
Providence Capital Advisors
North Carolina
$394M +$15.7M +4% 4.96% 45.7% 327
MSWMA
3114
Market Street Wealth Management Advisors
Indiana
$394M +$13.4M +4% 3.55% 31.6% 92
LMGAM
3115
Liberty Mutual Group Asset Management
Massachusetts
$394M -$47.2M -11% 0.21% 19.9% 130
CIA
3116
Compass Ion Advisors
Pennsylvania
$394M -$2.28M -0.6% 2.75% 53.2% 81
PCI
3117
Planning Center Inc
Illinois
$394M +$29.6M +8% 3.61% 42.7% 79
SCM
3118
Shah Capital Management
North Carolina
$394M +$49.8M +15% 5.86% 231% 17
RCM
3119
Requisite Capital Management
Texas
$393M +$68.8M +21% 3.06% 29% 79
IA
3120
Icon Advisers
Colorado
$393M +$5.5K +0% 5.77% 62.8% 172
NW
3121
Naviter Wealth
Arkansas
$393M +$107M +38% 5.29% 58.7% 237
VM
3122
VPR Management
Texas
$393M -$86.6M -18% 4.89% 39.2% 54
PIFP
3123
Partners in Financial Planning
Virginia
$393M +$12.7M +3% 3.13% 30.1% 95
D
3124
Diversified
Delaware
$393M +$113M +41% 7.56% 34.4% 156
SNB
3125
Security National Bank
Nebraska
$393M +$17.8M +5% 10.5% 112% 105
123 124
125
126 127