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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NL
3876
Navalign LLC
California
$243M +$20.4M +9% 7.36% 46.7% 130
WRPWM
3877
Werba Rubin Papier Wealth Management
California
$242M – – 10.1% – 104
OL
3878
Optas LLC
Texas
$242M +$14.4M +6% 7.08% 88% 155
APP
3879
Alpha Paradigm Partners
Illinois
$242M +$11.9M +5% 8.68% – 643
FFL
3880
Flat Footed LLC
Wyoming
$242M +$41.9M +21% 9.02% 34.9% 35
MCP
3881
Martin Capital Partners
Oregon
$242M +$26.6M +12% 14.7% 23.1% 78
UCMOK
3882
United Capital Management of KS
Kansas
$242M +$28.6M +13% 5.97% 219% 91
CW
3883
CIC Wealth
Maryland
$242M – – 7.72% – 166
BFW
3884
Brady Family Wealth
Missouri
$242M – – 11% – 115
RDIA
3885
RE Dickinson Investment Advisors
Iowa
$242M +$121M +100% 3.65% 2.26% 415
OHWA
3886
Oak Hill Wealth Advisors
Virginia
$242M – – 9.39% – 103
CNC
3887
Citizens & Northern Corp
Pennsylvania
$242M +$28.7M +13% 9.24% 62.4% 102
AC
3888
ASB Consultores
Florida
$242M +$29.1M +14% 10.6% 64.7% 208
LFS
3889
Legacy Financial Strategies
Kansas
$242M +$26.9M +13% 8.6% 57.7% 71
FIM
3890
Fernwood Investment Management
Massachusetts
$242M +$4.67M +2% 8.46% 83.3% 191
VAG
3891
VisionPoint Advisory Group
Texas
$242M +$33.7M +16% 7.56% 53.4% 136
DI
3892
DDFG Inc
California
$242M – – 7.83% – 71
SHFA
3893
SC&H Financial Advisors
Maryland
$241M +$41.4M +21% 9.94% 49% 131
SACTSONJ
3894
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$241M +$12.2M +5% 9.32% 110% 218
SAM
3895
Satovsky Asset Management
New York
$241M +$67.3M +39% 6.75% 46% 40
CCM
3896
Carderock Capital Management
Maryland
$241M +$45.2M +23% 11.8% 78.4% 68
NC
3897
NinePointTwo Capital
California
$241M -$6.91M -3% 3.67% 1.62% 291
IC
3898
Ikarian Capital
Texas
$241M +$40.6M +20% 37.6% 441% 92
FSA
3899
Financial Sense Advisors
California
$241M +$4.92M +2% 9.7% 95.2% 103
FSG
3900
Financial Strategies Group
Michigan
$241M +$20.1M +9% 8.02% 39.7% 82
154 155
156
157 158