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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
FSI
5726
Flow State Investments
Illinois
$121M +$6.04M +5% 8.13% – 244
WFA
5727
WMG Financial Advisors
Tennessee
$121M +$3.24M +3% 4.75% 52.2% 146
DI
5728
DRH Investments
California
$121M +$1.6M +1% 4.86% 31% 16
CBCM
5729
Cook & Bynum Capital Management
Alabama
$121M +$9.98M +9% 9.44% 59.6% 5
BA
5730
Bluesphere Advisors
Pennsylvania
$121M +$7.95M +7% 9.8% 84.7% 85
CRCM
5731
Crystal Rock Capital Management
Illinois
$121M +$4.51M +4% 20.3% 194% 27
SGC
5732
Slocum, Gordon & Co
Rhode Island
$121M -$34.6M -22% 3.56% – 148
EA
5733
Echo45 Advisors
California
$121M +$8.95M +8% 5.91% 37% 63
AWMNH
5734
Arcadia Wealth Management (New Hampshire)
New Hampshire
$121M +$6.61M +6% 6.37% – 65
LAM
5735
Lakewood Asset Management
Illinois
$120M -$3.39M -3% 4.48% – 316
YWM
5736
Yoder Wealth Management
California
$120M – – 8.51% – 74
IWM
5737
Iams Wealth Management
Nebraska
$120M +$22M +22% 2.13% – 117
PAG
5738
Paladin Advisory Group
Iowa
$120M – – 5.98% – 269
ACM
5739
Alamar Capital Management
California
$120M +$22.6M +23% 15.5% – 72
ARS
5740
Adirondack Retirement Specialists
New York
$120M +$31.5M +35% 8.97% 13.1% 176
BAM
5741
BOS Asset Management
Illinois
$120M +$8.02M +7% 4.4% – 129
LCM
5742
Lynx1 Capital Management
Puerto Rico
$120M +$4.31M +4% 8.74% 1,499% 14
HWM
5743
Howard Wealth Management
Connecticut
$120M -$1.97M -2% 6.06% 53.9% 118
SA
5744
swisspartners Advisors
Switzerland
$120M +$7.86M +7% 10.6% 60.3% 26
SC
5745
Settian Capital
New York
$120M +$5.58M +5% 8% 78.7% 36
BDS
5746
Banco de Sabadell
Florida
$120M +$838K +0.7% 5.55% 64.4% 81
TWP
5747
Tower Wealth Partners
Pennsylvania
$120M +$4.91M +4% 4.36% 43.6% 55
QAM
5748
Q3 Asset Management
Michigan
$120M -$28M -19% 11.6% 119% 71
AI
5749
Arena Investors
New York
$120M +$30.9M +35% 0.11% – 105
TBC
5750
Ted Buchan & Co
California
$120M +$11.5M +11% 3.8% – 90
228 229
230
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