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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CFP
4926
Cypress Financial Planning
New Jersey
$174M +$10.3M +6% 3.26% 32.5% 55
VC
4927
Vision Capital
Ontario, Canada
$174M -$29.1M -14% 0.32% 15.4% 11
AFS
4928
Axiom Financial Strategies
Indiana
$174M -$5.49M -3% 3.07% 37.1% 37
AUIM
4929
Aegon USA Investment Management
Iowa
$174M -$6.07M -3% 3.72% 33% 44
NOI
4930
Newton One Investments
Delaware
$174M +$7.89M +5% 3.3% 29.9% 127
BFA
4931
Beacon Financial Advisory
Ohio
$174M +$16.9M +11% 5.18% 54.9% 223
PCMK
4932
Paragon Capital Management (Kansas)
Kansas
$174M +$9.25M +6% 7.59% 64.7% 55
CIP
4933
Convergence Investment Partners
Florida
$174M +$4.15M +2% 6.98% 151% 208
STT
4934
Singapore Technologies Telemedia
Singapore
$174M -$121M -41% 41.1% 8.45% 1
LFP
4935
Leeward Financial Partners
Washington
$174M +$10.7M +7% 8.91% 76% 86
CW
4936
Channel Wealth
California
$174M +$18.6M +12% 5.25% – 214
VCG
4937
Vantage Consulting Group
Virginia
$174M -$2.27M -1% 2.39% 18.7% 237
TF
4938
Theory Financial
Colorado
$174M +$7M +4% 2.87% – 64
BSI
4939
Bennett Selby Investments
Maine
$174M +$21M +14% 12.3% 105% 55
IIM
4940
Ironwood Investment Management
Massachusetts
$174M +$13.6M +8% 21.5% 140% 170
SG
4941
Sharper & Granite
California
$174M +$6.94M +4% 3.6% – 100
ARIS
4942
Advanced Research Investment Solutions
California
$174M -$1.02M -0.6% 0.3% 13.2% 34
RIM
4943
Reliant Investment Management
Tennessee
$174M +$15.1M +10% 7.71% 98.8% 65
KFA
4944
Kelleher Financial Advisors
New York
$174M +$22.1M +15% 11.2% 86.7% 119
RPCONE
4945
Retirement Planning Company of New England
Rhode Island
$173M +$9.08M +6% 7.13% 90.2% 230
E
4946
EnerVest
Texas
$173M -$8.13M -4% 4.48% 7.1% 1
VWM
4947
Vigilare Wealth Management
Arizona
$173M -$3.82M -2% 4.11% 40.4% 106
GCM
4948
Gallacher Capital Management
Colorado
$173M +$6.47M +4% 4.99% – 288
CI
4949
Ceera Investments
Texas
$173M +$16.5M +10% 7.86% 86.3% 80
BWG
4950
Beta Wealth Group
California
$173M -$1.75M -1% 3.12% 34.2% 107
196 197
198
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