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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MCP
4076
Martin Capital Partners
Oregon
$246M +$5.85M +2% 1.1% 23.1% 76
EFMFI
4077
EnCap Flatrock Midstream Fund III
Texas
$245M – – 1.84% – 1
HNW
4078
High Note Wealth
Minnesota
$245M +$2.8M +1% 6.31% 61.9% 97
BHWM
4079
Bay Harbor Wealth Management
Maryland
$245M +$9.69M +4% 3.52% 35.4% 179
MWM
4080
MorganRosel Wealth Management
Colorado
$245M +$10.8M +5% 4.53% 51.9% 107
TFP
4081
Triune Financial Partners
Kansas
$245M +$19.3M +9% 4.16% 45.7% 32
RFG
4082
RFP Financial Group
Georgia
$245M +$158M +182% 5.36% – 986
E
4083
ETFidea
New York
$245M +$15.6M +7% 5.63% 22.7% 108
NRCM
4084
Northern Right Capital Management
Connecticut
$245M +$47.3M +24% 13.5% 137% 28
ACM
4085
AIGH Capital Management
Maryland
$245M -$26.3M -10% 13.4% 329% 61
VAG
4086
VisionPoint Advisory Group
Texas
$245M +$17.9M +8% 4.15% 53.4% 649
ACM
4087
Arcataur Capital Management
Wisconsin
$244M – – 5.11% – 95
FCAM
4088
First Citizens Asset Management
North Carolina
$244M +$3.76M +2% 3.73% – 36
FA
4089
FC Advisory
Pennsylvania
$244M +$18M +8% 4.27% 35% 94
BSC
4090
Brown Shipley & Co
United Kingdom
$244M +$89.1M +57% 12.7% – 144
BWA
4091
Bordeaux Wealth Advisors
California
$244M +$49.9M +26% 13.8% 141% 113
SCM
4092
SG Capital Management
Illinois
$244M -$31.9M -12% 9.17% 218% 77
TA
4093
TrueWealth Advisors
Alabama
$244M +$5.25M +2% 2.66% 39.7% 197
TFA
4094
Triad Financial Advisors
North Carolina
$244M +$13.9M +6% 5.07% – 100
LFA
4095
Landmark Financial Advisors
Kentucky
$244M +$15.9M +7% 2.32% 11.8% 92
RC
4096
RDST Capital
Washington
$243M +$60.3M +33% 12.5% 96.8% 18
CPIA
4097
Cornell Pochily Investment Advisors
New York
$243M +$9.61M +4% 5.69% 64.3% 172
SW
4098
Solidarity Wealth
Utah
$243M +$23M +10% 7.45% – 97
SG
4099
Stephens Group
Arkansas
$243M -$8.93M -4% 0.04% 18.8% 4
LCGC
4100
Legacy Capital Group California
California
$243M +$38.3M +19% 7.37% – 301
162 163
164
165 166