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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
P2P
4101
Phase 2 Partners
California
$221M +$10.9M +5% 6.9% 25.2% 30
IAM
4102
Innovis Asset Management
Illinois
$221M – – 9.26% – 150
IF
4103
Insight Folios
North Carolina
$221M +$24.9M +13% 12.7% 32.9% 106
NS
4104
Newman & Schimel
Illinois
$221M +$18.9M +9% 6.15% – 54
MCA
4105
MSH Capital Advisors
Arizona
$221M +$18.3M +9% 9.42% 51.9% 201
HIM
4106
Hotaling Investment Management
Pennsylvania
$221M +$12.7M +6% 9.01% 52.7% 129
AA
4107
Auxano Advisors
Washington
$221M +$3.63M +2% 3.87% 81.3% 103
SAS
4108
Stelac Advisory Services
New York
$221M +$1.15M +0.5% 8.13% 61.4% 169
WFA
4109
Wade Financial Advisory
California
$221M +$21.1M +11% 9.51% 15.9% 78
VARA
4110
Value Aligned Research Advisors
New Jersey
$221M – – 6.01% – 24
SSC
4111
Syverson Strege & Co
Iowa
$221M +$23.5M +12% 10.1% 47.3% 331
TCMNY
4112
Thrive Capital Management (New York)
New York
$221M -$73.1M -25% 23.9% 873% 9
VIA
4113
Vickerman Investment Advisors
Washington
$220M +$13.1M +6% 8.45% 43% 76
AIP
4114
Ahrens Investment Partners
Louisiana
$220M +$30.5M +16% 7.94% 82.6% 203
F1I
4115
Fund 1 Investments
Puerto Rico
$220M – – 23.4% – 48
GCA
4116
Gradient Capital Advisors
California
$220M +$10.7M +5% 6.43% 57% 137
SAM
4117
Standpoint Asset Management
Arizona
$220M – – 9.55% – 8
MCIA
4118
Mountain Capital Investment Advisors
Colorado
$220M +$29M +15% 9.17% 46.4% 93
LF
4119
Lantz Financial
Illinois
$220M +$27.7M +14% 9.75% 54.1% 193
VM
4120
Venator Management
Pennsylvania
$220M -$14.5M -6% 1.16% 155% 32
T
4121
TNF
Montana
$220M +$24.3M +12% 7.28% 21.3% 113
RAM
4122
Roanoke Asset Management
New Jersey
$220M +$9.73M +5% 10.8% 50.3% 110
WC
4123
Weil Company
California
$220M +$56.9M +35% 10% 58.9% 149
PCM
4124
Passive Capital Management
Maryland
$220M +$30.5M +16% 5.76% 22.1% 58
WA
4125
Wealthstar Advisors
Texas
$220M +$9.69M +5% 6.2% – 97
163 164
165
166 167