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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ICP
4401
Impact Capital Partners
Colorado
$305M +$29.1M +11% 11.7% – 275
CPC
4402
Congress Park Capital
New York
$305M +$41M +16% 11.2% 100% 128
MFA
4403
Morling Financial Advisors
California
$305M +$14.7M +5% 14.9% 106% 130
AWP
4404
Accretive Wealth Partners
New Jersey
$305M +$21.9M +8% 6.69% 60.5% 156
TI
4405
TTP Investments
California
$305M +$67.6M +28% 19% 124% 54
CFCI
4406
Comprehensive Financial Consultants Institutional
Indiana
$305M +$23.5M +8% 8.82% 62.6% 186
SC
4407
Stolper & Co
Oklahoma
$304M -$493K -0.2% 2.11% 53.5% 91
CFP
4408
Cypress Financial Planning
New Jersey
$304M +$27.2M +10% 6.16% 32.5% 86
HJIM
4409
Henry James International Management
New York
$304M +$12M +4% 10.8% 85.1% 99
RWI
4410
Red Wave Investments
Pennsylvania
$304M +$25.3M +9% 8.32% 47.8% 112
PGF
4411
Plan Group Financial
Oklahoma
$304M +$24M +9% 6.25% – 176
EWM
4412
Elite Wealth Management
Washington
$304M -$43.6M -13% 27.3% 45.5% 35
V
4413
ValueWorks
New York
$304M +$38.6M +15% 11.3% 110% 36
MHC
4414
May Hill Capital
Massachusetts
$304M +$38.6M +15% 11.3% – 233
MWM
4415
MGB Wealth Management
Texas
$304M +$27.1M +10% 15.5% – 324
OWIM
4416
Old West Investment Management
California
$303M +$26.1M +9% 22% 119% 72
PDIP
4417
Palo Duro Investment Partners
Illinois
$303M -$28.1M -8% 0.79% – 23
VWA
4418
VSM Wealth Advisory
Maryland
$303M +$24.5M +9% 8.28% – 547
BCP
4419
Bayberry Capital Partners
New York
$303M +$3.08M +1% 6.56% 59.9% 27
SJL
4420
Shayne & Jacobs LLC
Tennessee
$303M -$104M -26% 3.04% 72.1% 97
BFWA
4421
Benchmark Financial Wealth Advisors
Florida
$302M +$37.6M +14% 9.98% 60.1% 120
LJHT
4422
Laurie J. Hall Trustee
$302M +$22.1M +8% 12% 82.5% 115
ITIM
4423
Indiana Trust & Investment Management
Indiana
$302M +$26.2M +9% 12.3% 78.2% 497
FP
4424
Fiduciary Planning
Florida
$302M -$1.2M -0.4% 10.4% 36.9% 80
IC
4425
Ikarian Capital
Texas
$302M -$4.71M -2% 11.7% 441% 160
175 176
177
178 179