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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
I
5451
IMPACTfolio
Colorado
$211M +$20.6M +11% 8.31% 43.7% 37
BCA
5452
Ballentine Capital Advisors
South Carolina
$211M +$13.8M +7% 8.01% – 30
OFA
5453
Onyx Financial Advisors
Idaho
$211M +$21.9M +12% 8.15% – 18
SI
5454
Stash Investments
New York
$211M +$24.1M +13% 6.81% – 5
MIM
5455
Meros Investment Management
Texas
$211M +$40.4M +24% 19.5% 59.1% 44
LB
5456
Legacy Bridge
Iowa
$211M +$31.5M +18% 27.4% 132% 349
CP
5457
Creekside Partners
California
$211M +$19.6M +10% 8.32% – 173
NERM
5458
New England Research & Management
Illinois
$211M +$13.7M +7% 8.73% 33.3% 176
LFPWM
5459
Leicht Financial Planning & Wealth Management
New Jersey
$211M +$19.3M +10% 7.48% 38.1% 19
LC
5460
Littlejohn & Co
Connecticut
$210M +$18.5M +10% 1.94% 76.1% 23
FC
5461
FACT Capital
New York
$210M -$222K -0.1% 22.7% – 21
RMP
5462
Richards, Merrill & Peterson
Washington
$210M +$18M +9% 10.2% – 500
MAWAG
5463
Mid-American Wealth Advisory Group
Missouri
$210M +$23.8M +13% 1.8% – 342
EBWM
5464
Eagle Bluffs Wealth Management
Missouri
$210M +$21M +11% 12.8% 62.2% 78
SIA
5465
SGL Investment Advisors
Montana
$210M +$16.5M +9% 8.36% – 127
MLM
5466
Mount Lucas Management
Pennsylvania
$210M -$2.46M -1% 9.44% 67.2% 192
FWM
5467
FMB Wealth Management
California
$210M +$29.3M +16% 9.66% – 87
SWM
5468
StoneCrest Wealth Management
Arizona
$210M +$52.5M +33% 19.6% – 76
CWM
5469
Chicago Wealth Management
Illinois
$210M +$19M +10% 11.1% 71.7% 54
CIS
5470
Custom Index Systems
New York
$210M +$12.3M +6% 14.2% – 300
TCOK
5471
Trust Company of Kansas
Kansas
$210M +$21.8M +12% 11.8% 86.3% 61
VWM
5472
Vermillion Wealth Management
Minnesota
$209M -$131M -39% 6.99% – 1,373
VAM
5473
Verity Asset Management
North Carolina
$209M -$36.4M -15% 8.04% 61.4% 218
SIP
5474
Sellwood Investment Partners
Oregon
$209M +$17.7M +9% 6.77% – 49
AWM
5475
Ariadne Wealth Management
California
$209M +$17.6M +9% 12.9% – 251
217 218
219
220 221