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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MWP
3451
Moller Wealth Partners
$453M +$48.5M +12% 6.35% 25.7% 73
CFP
3452
Curran Financial Partners
South Carolina
$453M +$45.2M +11% 5.92% 44.6% 126
AAS
3453
Asset Allocation Strategies
Michigan
$452M +$50.6M +13% 7.78% – 144
HFA
3454
High Falls Advisors
New York
$452M +$26M +6% 8.19% 43.7% 153
AIM
3455
Advyzon Investment Management
Illinois
$452M +$169M +60% 10.2% – 400
IAM
3456
Infinitum Asset Management
Florida
$451M +$139M +44% 19.4% – 31
PFMOSF
3457
Philadelphia Financial Management of San Francisco
California
$451M +$1.2M +0.3% 8.39% 113% 72
NWAG
3458
Net Worth Advisory Group
Utah
$451M +$133M +42% 7.17% – 454
KMWM
3459
Keudell/Morrison Wealth Management
Oregon
$451M +$26.7M +6% 5.28% 42.6% 245
CMI
3460
Clare Market Investments
Texas
$451M +$71.1M +19% 18% 150% 162
OIS
3461
Okabena Investment Services
Minnesota
$450M +$53.1M +13% 10.2% 58.7% 134
AFG
3462
Allegheny Financial Group
Pennsylvania
$450M +$60.3M +15% 6.2% 75.2% 258
MCCP
3463
Mission Creek Capital Partners
California
$450M +$38.2M +9% 11.3% 118% 206
JSC
3464
Jackson Square Capital
California
$450M +$143M +46% 24.1% 201% 165
SCM
3465
Stordahl Capital Management
Colorado
$450M +$28.5M +7% 7.48% 39.6% 64
TCM
3466
TruNorth Capital Management
Michigan
$450M +$47.7M +12% 7.44% – 436
AAM
3467
AR Asset Management
California
$450M +$9.62M +2% 3.2% 56.1% 116
HCP
3468
Hexagon Capital Partners
Arkansas
$449M -$78.9M -15% 9.73% 91.3% 1,844
WCP
3469
Welch Capital Partners
New York
$449M +$29M +7% 13.9% 69.2% 25
NQWM
3470
Northwest Quadrant Wealth Management
Oregon
$449M +$22.5M +5% 5.47% 34.1% 71
BRA
3471
Bender Robert & Associates
California
$448M +$52.2M +13% 17.8% – 46
WAS
3472
WESPAC Advisors SoCal
California
$448M +$64.2M +17% 17.3% 99.8% 113
HIS
3473
Harvest Investment Services
Illinois
$447M +$88M +25% 15.2% 188% 355
CIC
3474
Canal Insurance Company
South Carolina
$447M +$23.6M +6% 17.4% 51.2% 77
SFG
3475
Sunburst Financial Group
Alabama
$446M +$39.2M +10% 7.17% 40.2% 117
137 138
139
140 141