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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LIA
5601
LifePlan Investment Advisors
North Carolina
$201M +$27.5M +16% 8.24% – 108
HWMT
5602
Heritage Wealth Management (Texas)
Texas
$201M +$28.7M +17% 6.14% – 40
LPCM
5603
Lynwood Price Capital Management
Texas
$201M +$25.8M +15% 13.8% – 18
PC
5604
Powers Capital
California
$201M +$16.9M +9% 10.6% – 2
RFP
5605
RCS Financial Planning
Maryland
$201M +$11.6M +6% 6.26% – 85
ACG
5606
Ampersand Capital Group
California
$201M +$56.1M +39% 23.2% – 7
MFG
5607
Marmo Financial Group
Tennessee
$201M +$18M +10% 8.91% – 30
RC
5608
Riposte Capital
New York
$201M +$43.9M +28% 6.99% – 37
DSN
5609
D. Scott Neal
Kentucky
$201M +$20.3M +11% 11.3% 88% 57
KFP
5610
Keener Financial Planning
Texas
$201M +$46.7M +30% 9.52% – 222
KFA
5611
Kapstone Financial Advisors
Ohio
$201M +$23.8M +13% 14.2% – 126
BA
5612
Bluesphere Advisors
Pennsylvania
$201M +$25.8M +15% 14.2% 84.7% 96
BAM
5613
Bullseye Asset Management
Colorado
$201M +$15.5M +8% 12.6% 101% 68
DLHL
5614
Donald L. Hagan LLC
Florida
$200M +$8.71M +5% 5.61% 32.1% 98
SVWG
5615
Shared Vision Wealth Group
United States
$200M +$17.1M +9% 5.59% – 86
JHA
5616
Jackson Hill Advisors
Texas
$200M +$17.4M +10% 7.81% 111% 13
OCP
5617
Oakcliff Capital Partners
New York
$200M +$10.3M +5% 15% 152% 10
BFF
5618
Byrne Financial Freedom
Massachusetts
$200M +$24M +14% 17.1% – 104
ACA
5619
American Capital Advisory
Idaho
$200M +$14.5M +8% 9.5% – 1,015
FC
5620
Family CFO
California
$200M +$17.4M +10% 8.26% 41% 91
EC
5621
EntryPoint Capital
New York
$200M -$19M -9% 8.35% – 864
WCM
5622
WestBridge Capital Management
Mauritius
$199M +$17.2M +9% 5.67% 40.6% 1
CFGF
5623
Compass Financial Group (Florida)
Florida
$199M +$4.75M +2% 6.99% 32.9% 40
DCM
5624
Dudley Capital Management
Virginia
$199M +$11.7M +6% 11.7% – 131
ACM
5625
Adalta Capital Management
New York
$199M +$11.5M +6% 9.87% 65.8% 105
223 224
225
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