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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
CAS
3501
Coppell Advisory Solutions
Texas
$305M +$9.74M +3% 4.17% – 1,216
CASC
3502
Coppell Advisory Solutions Corp
Texas
$305M +$9.74M +3% 4.17% – 1,216
ECM
3503
Engle Capital Management
Connecticut
$305M +$82.7M +37% 18.6% 309% 28
ENV
3504
Exor N.V.
Netherlands
$305M +$166M +119% 12.6% – 1
MM
3505
Meridian Management
Arkansas
$305M +$31.1M +11% 7.45% 49.4% 94
RPSA
3506
Richard P. Slaughter Associates
Texas
$305M -$10.4M -3% 3.91% 33.8% 137
CF
3507
Corrigan Financial
Rhode Island
$305M +$31.5M +12% 6.36% 9.54% 85
BDF
3508
Black Diamond Financial
Maryland
$305M +$28M +10% 5.82% 51.8% 120
MI
3509
M3F Inc
Utah
$304M -$22.5M -7% 14.3% 98.5% 45
ACM
3510
ADW Capital Management
Florida
$304M +$64.1M +27% 11.4% 148% 6
LCM
3511
Liberty Capital Management
Michigan
$304M +$15.6M +5% 7.59% 67.4% 144
FTA
3512
Financial & Tax Architects
Missouri
$304M +$10.8M +4% 2.54% 37.9% 88
MWA
3513
MFA Wealth Advisors
Pennsylvania
$304M +$27.6M +10% 5.15% 47.8% 80
PCM
3514
Prime Capital Management
Hong Kong
$303M +$53.9M +22% 52.8% 419% 10
GFG
3515
Goldstone Financial Group
Illinois
$303M – – 5.04% – 152
KI
3516
Kapitalo Investimentos
Brazil
$303M +$173M +133% 4.96% 64.6% 522
AI
3517
AXS Investments
New York
$303M +$22.7M +8% 8.65% 88% 424
CWM
3518
Concentric Wealth Management
California
$302M +$9.42M +3% 4.1% 33.5% 122
AWP
3519
Abacus Wealth Partners
California
$302M +$21.2M +8% 4.17% 32.2% 98
PA
3520
Parkside Advisors
California
$302M +$16.4M +6% 5.58% 36.7% 86
MWM
3521
MinichMacGregor Wealth Management
New York
$302M +$25.1M +9% 5.6% 83.1% 705
RF
3522
Rollins Financial
Georgia
$302M +$38.4M +15% 17.6% – 135
MWM
3523
Mattern Wealth Management
Kansas
$302M +$54.7M +22% 4.32% 46.1% 178
FIBT
3524
First International Bank & Trust
North Dakota
$302M +$8.23M +3% 2.45% 28.4% 95
BIC
3525
B&I Capital
Switzerland
$302M +$16.9M +6% 1.04% 4.26% 28
139 140
141
142 143