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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LFA
5026
Level Financial Advisors
New York
$153M +$17.2M +13% 6.41% 32.4% 310
RPCONE
5027
Retirement Planning Company of New England
Rhode Island
$153M +$14.2M +10% 10.7% 90.2% 221
CWA
5028
Clarus Wealth Advisors
Arizona
$153M +$12.4M +9% 8.79% – 127
PM
5029
Phraction Management
Connecticut
$152M +$20M +15% 8.32% 62.9% 52
MPPW
5030
Mitchell & Pahl Private Wealth
Oklahoma
$152M +$17.1M +13% 13.2% 53% 156
HGWM
5031
Harvest Group Wealth Management
Massachusetts
$152M +$2.94M +2% 5.38% 28.1% 203
IRAG
5032
Investment Research & Advisory Group
Georgia
$152M +$18.7M +14% 8.65% 97.2% 195
RCA
5033
Rex Capital Advisors
Rhode Island
$152M +$17.5M +13% 8.3% 7.31% 26
WAM
5034
WFA Asset Management
Wisconsin
$152M +$11.9M +8% 9.73% 41.1% 247
CWM
5035
Collaborative Wealth Management
Florida
$152M +$10.9M +8% 6.49% 32% 181
TFA
5036
Trinity Financial Advisors
Ohio
$152M +$14.1M +10% 11.2% 62.2% 72
ONST
5037
Old North State Trust
North Carolina
$152M +$36.4M +31% 8.75% – 456
BFA
5038
Bluestem Financial Advisors
Illinois
$152M +$10.7M +8% 5.72% 29.5% 27
EECFV
5039
EnCap Energy Capital Fund VIII
Texas
$152M -$10.8M -7% 1.26% 20.2% 3
BBW
5040
Blue Barn Wealth
Utah
$152M +$11.4M +8% 5.53% 28.6% 141
AWS
5041
Arkfeld Wealth Strategies
Nebraska
$152M +$7.53M +5% 6.15% 68.3% 73
TA
5042
TKG Advisors
Indiana
$152M +$25.7M +20% 9.27% 70.4% 102
AS
5043
AM Squared
Hong Kong
$152M – – 0.52% – 131
IIM
5044
Ironwood Investment Management
Massachusetts
$152M +$8.71M +6% 12.4% 140% 173
NCM
5045
NCM Capital Management
New Jersey
$152M +$19.4M +15% 11.6% 75.5% 179
SHCM
5046
Stone House Capital Management
Florida
$152M +$39M +35% 35.1% 66.7% 2
WA1
5047
Wimmer Associates 1
California
$152M +$427K +0.3% 9.7% 67.7% 111
FBC
5048
Fairfield, Bush & Co
Connecticut
$151M +$9.99M +7% 10.4% 102% 126
GFWA
5049
Grey Fox Wealth Advisors
Delaware
$151M – – 7.1% – 393
ACM
5050
Aisling Capital Management
New York
$151M +$879K +0.6% 28.6% 1,171% 17
200 201
202
203 204