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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BA
4126
Ballast Advisors
Minnesota
$339M +$25.6M +8% 8.83% 64.9% 173
RBFC
4127
Roman Butler Fullerton & Co
Missouri
$339M +$81.7M +32% 14% 114% 266
IHWM
4128
Iron Horse Wealth Management
Iowa
$339M +$27.5M +9% 6.31% 29.1% 647
CFG
4129
Carr Financial Group
Massachusetts
$339M +$33.7M +11% 8.84% – 197
KLCM
4130
KG&L Capital Management
Louisiana
$339M +$30.2M +10% 11% 67.6% 214
DBRC
4131
D.B. Root & Company
Pennsylvania
$339M +$29M +9% 7.31% 52% 204
GCA
4132
Gradient Capital Advisors
California
$339M +$32.1M +10% 9% 57% 166
DP
4133
Divergent Planning
Maryland
$338M +$37M +12% 7.04% 34% 36
LFGO
4134
Legacy Financial Group (Oklahoma)
Oklahoma
$338M +$26.8M +9% 8.06% – 93
NG
4135
NatWest Group
United Kingdom
$338M -$991K -0.3% 22.8% 174% 38
SM
4136
Selkirk Management
New Jersey
$338M +$77.6M +30% 34.5% 343% 15
WBC
4137
West Branch Capital
Massachusetts
$338M +$38.4M +13% 14.1% 126% 541
TA
4138
TrueWealth Advisors
Alabama
$338M +$33.4M +11% 8.4% 39.7% 226
HFS
4139
Haverford Financial Services
Pennsylvania
$338M +$13.2M +4% 10.1% 58.6% 44
BTD
4140
BankPlus Trust Department
Mississippi
$338M +$38.1M +13% 8.4% – 488
HWP
4141
Highline Wealth Partners
California
$338M +$40.9M +14% 12.7% 88.6% 1,100
WWM
4142
WT Wealth Management
Arizona
$338M +$29.8M +10% 9.14% 49% 157
RWM
4143
Ruedi Wealth Management
Illinois
$337M +$17.5M +5% 5.97% – 335
BWM
4144
BNC Wealth Management
Oregon
$337M +$59.6M +21% 25% 155% 108
PCM
4145
Princeton Capital Management
New Jersey
$337M +$52.7M +19% 25.7% 147% 135
SA
4146
Strategic Advocates
Utah
$337M +$49M +17% 15.3% – 131
FDS
4147
Freedom Day Solutions
Texas
$337M +$9.86M +3% 6.93% 76.8% 99
CL
4148
CRCM LP
California
$337M +$91.3M +37% 69% – 9
MA
4149
Modus Advisors
Minnesota
$337M +$31.2M +10% 11.7% 70.4% 115
CCG
4150
Cloverfields Capital Group
Minnesota
$337M +$33.8M +11% 11.6% 83.1% 98
164 165
166
167 168