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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
DI
5726
Dalton Investments
Nevada
$116M -$6.05M -5% 1.8% 165% 29
MC
5727
Mayar Capital
United Kingdom
$116M -$8.24M -7% 5.51% 31.4% 13
OWP
5728
Old Well Partners
North Carolina
$116M -$4.77M -4% 13.4% 93.1% 45
LEFP
5729
Leading Edge Financial Planning
Tennessee
$116M – – 8.06% – 63
ACM
5730
Agincourt Capital Management
Virginia
$115M +$6.06M +6% 5.19% 0.36% 4
MWVC
5731
Morgens Waterfall Vintiadis & Co
New York
$115M +$24.2M +26% 14% 568% 46
WCA
5732
Whetstone Capital Advisors
Kansas
$115M -$46.8M -29% 11% 242% 40
ADBIC
5733
A.D. Beadell Investment Counsel
Wisconsin
$115M +$4.14M +4% 7.56% 49.4% 75
LFA
5734
LifeGuide Financial Advisors
Pennsylvania
$115M +$13M +13% 3.3% 14.6% 30
BMD
5735
Better Money Decisions
New Mexico
$115M +$12.6M +12% 6.01% 32.7% 69
WF
5736
Williams Financial
Vermont
$115M -$2.87M -2% 4.64% 21.1% 36
AWM
5737
Avondale Wealth Management
Texas
$115M +$23.5M +26% 6.54% 60.6% 127
AFA
5738
Alpha Financial Advisors
North Carolina
$115M – – 7.55% – 43
AA
5739
AlphaQ Advisors
Florida
$115M – – 7.96% – 143
FAG
5740
Fortitude Advisory Group
Washington
$115M +$12.2M +12% 7.13% 104% 229
WAM
5741
Walker Asset Management
Missouri
$115M +$3.97M +4% 4.75% 52.5% 90
PWM
5742
Penobscot Wealth Management
Maine
$115M +$11.7M +11% 9.12% 44.2% 63
BM
5743
Baymount Management
Florida
$115M +$94.5M +461% 0.48% – 9
SC
5744
Sagil Capital
United Kingdom
$115M +$7.39M +7% 6.29% 35.3% 16
OIM
5745
Oracle Investment Management
Connecticut
$115M -$59.4M -34% 24.3% 540% 26
TWP
5746
Tower Wealth Partners
Pennsylvania
$115M +$9.47M +9% 8.25% 43.6% 54
AWM
5747
Aspire Wealth Management
Massachusetts
$115M +$8.71M +8% 7.46% 26% 201
FSI
5748
Flow State Investments
Illinois
$115M – – 16.1% – 171
BCPE
5749
Bain Capital Public Equity
Massachusetts
$115M – – 16.4% – 28
CA
5750
Cresta Advisors
Texas
$115M +$33.6M +41% 6.37% 51.4% 37
228 229
230
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