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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SA
4726
Skyline Advisors
Washington
$258M +$14.8M +6% 0.99% – 107
MLA
4727
My Legacy Advisors
Oregon
$258M +$4.37M +2% 0.03% 49.8% 203
AP
4728
Arlington Partners
Alabama
$258M +$1.93M +0.8% 1.22% 37.2% 59
LW
4729
Libra Wealth
California
$257M +$6.89M +3% 0.49% 44.5% 57
RFG
4730
RFP Financial Group
Georgia
$257M -$49.8M -16% 1.07% – 124
BMC
4731
Bear Mountain Capital
Washington
$257M +$3.63M +1% 2.58% – 191
UCB
4732
United Community Bank
South Carolina
$257M +$758K +0.3% 0.31% 60.4% 421
LCM
4733
Lunt Capital Management
Utah
$257M +$43M +20% 0.48% – 97
ATFA
4734
All Terrain Financial Advisors
Minnesota
$257M -$4.31M -2% 0.03% 45.2% 88
DFA
4735
DHJJ Financial Advisors
Illinois
$257M +$4.04M +2% 0.82% 50.3% 910
LA
4736
LFL Advisers
Illinois
$257M -$22.2M -8% 2.47% 73.1% 10
EFM
4737
Eley Financial Management
Vermont
$257M +$8.2M +3% 0.98% – 69
CCC
4738
Compass Capital Corp
Massachusetts
$257M – – 3.07% – 201
WPWM
4739
Windward Private Wealth Management
Kansas
$257M -$4.32M -2% 2.54% 27.3% 48
SAS
4740
Stelac Advisory Services
New York
$256M +$9.7M +4% 0.59% 61.4% 114
WPW
4741
Watershed Private Wealth
Illinois
$256M +$5.68M +2% 1.3% – 120
MIM
4742
Moseley Investment Management
Florida
$256M +$5.57M +2% 5.95% 110% 159
SC
4743
Schiavi & Co
Delaware
$256M -$19.4M -7% 5.54% 29.1% 40
FBT
4744
First Bankers Trust
Kentucky
$256M -$4.03M -2% 1.05% 57.6% 133
CWM
4745
Core Wealth Management
Florida
$256M +$9.39M +4% 3.1% – 30
RWA
4746
Rooted Wealth Advisors
Illinois
$256M +$31.6M +14% 0.16% – 100
CIA
4747
Cape Investment Advisory
Georgia
$256M +$9.04M +4% 1.25% – 1,173
TH
4748
Team Hewins
California
$256M -$5.73M -2% 2.42% – 41
SAM
4749
Socorro Asset Management
Texas
$256M -$7.71M -3% 3.87% 36.6% 34
RFMS
4750
RWQ Financial Management Services
Florida
$256M -$33M -11% 15.3% 422% 28
188 189
190
191 192