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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
RBCM
3126
Raub Brock Capital Management
California
$458M -$14.3M -3% 0.47% 62.2% 42
DLP
3127
De Lisle Partners
United Kingdom
$458M +$25.2M +6% 1.39% – 185
EWM
3128
Elite Wealth Management
Washington
$458M +$47.1M +11% 2.07% 45.5% 50
IIA
3129
IPG Investment Advisors
California
$458M -$792K -0.2% 1.05% 83.7% 204
MWA
3130
MFA Wealth Advisors
Pennsylvania
$458M +$77.3M +20% 1.51% 47.8% 534
SPG
3131
Strategic Planning Group
Utah
$458M +$57.6M +14% 6.5% – 121
BWM
3132
Brickley Wealth Management
California
$457M +$20.4M +5% 3.89% 50.9% 46
VARA
3133
Value Aligned Research Advisors
New Jersey
$456M -$50.5M -10% 11.8% – 25
AFA
3134
Arlington Financial Advisors
California
$456M +$747K +0.2% 1.77% 55.6% 78
LGA
3135
Lebenthal Global Advisors
New York
$456M +$6.62M +1% 1.05% 30.6% 192
TWM
3136
TMD Wealth Management
Arizona
$456M +$27.3M +6% 2.2% 2.39% 60
CC
3137
Conversant Capital
New Jersey
$456M +$28.9M +7% 3.25% 106% 25
III
3138
Independent Investors Inc
New York
$456M +$37.5M +9% 12.5% 63.9% 68
MIP
3139
Marietta Investment Partners
Wisconsin
$455M -$1.97M -0.4% 3.43% 129% 168
CFP
3140
Catalyst Financial Partners
Massachusetts
$455M +$66.5M +17% 3.57% – 252
BSWM
3141
Boston Standard Wealth Management
Massachusetts
$455M +$13.3M +3% 1% 33% 48
CM
3142
Cornerstone Management
Georgia
$455M +$4.28M +1% 1.21% 35.1% 56
VM
3143
Valor Management
Illinois
$455M -$24.8M -5% 2.94% 22.7% 6
AVA
3144
Atlas Venture Advisors
Massachusetts
$455M -$47.9M -10% 8.78% 109% 5
OC
3145
Oakmont Corp
California
$455M +$46M +11% 11.9% 135% 36
CTAF
3146
Call To Action Foundation
Utah
$454M -$26.2M -5% 4.04% – 1
JHCP
3147
Jackson Hole Capital Partners
Oklahoma
$454M +$17.4M +4% 4.52% 64.5% 282
OC
3148
Oarsman Capital
Wisconsin
$454M +$35.4M +8% 2.65% 60.6% 248
GFG
3149
GR Financial Group
Arizona
$454M +$21.9M +5% 5.02% – 20
UCMOK
3150
United Capital Management of KS
Kansas
$454M +$16.8M +4% 3.56% 219% 84
124 125
126
127 128