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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
EL
5526
EQ LLC
Washington
$125M +$9.28M +8% 9.24% 57.3% 53
AWS
5527
Aspen Wealth Strategies
Colorado
$125M – – 9.19% – 76
PL
5528
Protective Life
Alabama
$125M +$2.88M +2% 3.57% 32.5% 19
RPG
5529
Resource Planning Group
Georgia
$125M +$9.83M +9% 6.23% 1.9% 69
ACM
5530
Aubrey Capital Management
United Kingdom
$125M +$8.16M +7% 9.73% 227% 56
IOOF
5531
Independent Order of Foresters
Ontario, Canada
$125M +$8.13M +7% 6.75% 58.2% 13
XI
5532
XXEC Inc
Oklahoma
$125M +$8.55M +7% 15.5% 57.4% 29
WF
5533
Wayfinding Financial
Washington
$125M +$17.6M +16% 6.37% 62.9% 100
AA
5534
AJ Advisors
Tennessee
$125M – – 6.84% – 37
CTFG
5535
Capstone Triton Financial Group
Oklahoma
$125M +$7.79M +7% 5.56% – 110
AIC
5536
Argus Investors Counsel
New York
$125M +$12.3M +11% 11.5% 103% 95
RCM
5537
Ratan Capital Management
Florida
$125M +$82.4M +195% 0.02% 417% 30
NIP
5538
Norwood Investment Partners
California
$125M +$13.1M +12% 15.9% 74.9% 13
WSWA
5539
Warren Street Wealth Advisors
California
$125M +$25.4M +26% 7.7% 53.8% 67
SIM
5540
Sterling Investment Management
Arizona
$124M +$5.87M +5% 6.84% 39.6% 63
RA
5541
Rise Advisors
New York
$124M +$3.8M +3% 6.08% 48% 774
AC
5542
Avory & Company
Florida
$124M +$6.38M +5% 11.8% 105% 29
C
5543
CEDRUS
Colorado
$124M +$18.2M +17% 8.47% 19.8% 151
WDC
5544
Woodward Diversified Capital
California
$124M +$2.86M +2% 10.5% 72.7% 150
RGMC
5545
Revolution Growth Management Company
District of Columbia
$124M -$78.8M -39% 10.5% 26.9% 4
SCA
5546
Sandy Cove Advisors
Massachusetts
$124M +$12.9M +12% 8.48% 64.8% 85
SV
5547
Sturgeon Ventures
United Kingdom
$124M -$6.34M -5% 7.11% 85.6% 44
NVCHI
5548
New Vernon Capital Holdings II
New Jersey
$124M +$28.3M +30% 8.78% 76.7% 81
WWC
5549
Waypoint Wealth Counsel
Georgia
$124M – – 6.57% – 93
GWM
5550
GoalFusion Wealth Management
Texas
$124M +$18.3M +17% 5.67% 31.5% 22
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