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

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
IFA
6276
Invus Financial Advisors
New York
$128M -$31.8M -20% 6.73% 29.5% 8 12.5%
HP
6277
HealthInvest Partners
Sweden
$128M 13.6% 45
BFP
6278
Beacon Financial Planning
Massachusetts
$128M +$12M +10% 8.81% 71.1% 36 16.67%
IDBONY
6279
Israel Discount Bank of New York
New York
$128M +$7.28M +6% 8.94% 37.3% 88 3.41%
WAG
6280
Wallace Advisory Group
California
$128M -$11.6M -8% 7.05% 50.9% 182 14.84%
FFWA
6281
Forthright Family Wealth Advisory
Texas
$128M 9.04% 53
BC
6282
Broadwater Capital
Massachusetts
$128M 9.62% 223
CCM
6283
Candelo Capital Management
New York
$128M 17.4% 29
KFA
6284
Kapstone Financial Advisors
Ohio
$128M +$16.5M +15% 11.2% 131% 102 15.69%
LWA
6285
Lantern Wealth Advisors
New York
$128M 11.2% 115
SCM
6286
Spring Capital Management
Texas
$127M +$8.59M +7% 7.58% 62.6% 29 3.45%
SCA
6287
Sippican Capital Advisors
Massachusetts
$127M +$16.7M +15% 11.4% 90.1% 124 17.74%
MADR
6288
Milestones Administradora de Recursos
Brazil
$127M -$8.39M -6% 16.6% 114% 11 9.09%
CWM
6289
Cadence Wealth Management
Massachusetts
$127M +$6.99M +6% 10.7% 56.4% 48 29.17%
MIM
6290
Merrion Investment Management
New Jersey
$127M +$11.7M +10% 7.89% 166% 96 8.33%
LFASL
6291
Lugano Financial Advisors SA (LFA)
Switzerland
$127M +$10.5M +9% 8.09% 44.9% 207 31.4%
CIA
6292
Cladis Investment Advisory
Montana
$127M +$13.1M +11% 12.3% 131% 147 11.56%
MF
6293
Meridian Financial
Massachusetts
$127M +$19.8M +18% 11.1% 52.8% 115 19.13%
OR
6294
Olympiad Research
Connecticut
$127M +$25.1M +25% 15.1% 189% 466 69.31%
NF
6295
Nvest Financial
New Hampshire
$127M +$20.1M +19% 10.6% 92.8% 70 14.29%
XI
6296
XXEC Inc
Oklahoma
$127M +$8.54M +7% 14.8% 19.3% 23 0%
ATC
6297
Advantage Trust Company
Kansas
$127M 12.1% 178
FAG
6298
Financial Architects (Georgia)
Georgia
$127M 7.96% 19
RP
6299
Riverwater Partners
Wisconsin
$127M +$16.8M +15% 13.4% 110% 213 20.66%
CBCM
6300
Cook & Bynum Capital Management
Alabama
$127M +$4.07M +3% 7.53% 46.8% 5 0%