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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BFP
6101
Beacon Financial Planning
Massachusetts
$128M +$12M +10% 8.81% – 36
IDBONY
6102
Israel Discount Bank of New York
New York
$128M +$7.28M +6% 8.94% 37.6% 88
WAG
6103
Wallace Advisory Group
California
$128M -$11.6M -8% 7.05% – 182
FFWA
6104
Forthright Family Wealth Advisory
Texas
$128M – – 9.04% – 53
KFA
6105
Kapstone Financial Advisors
Ohio
$128M +$16.5M +15% 11.2% – 102
LWA
6106
Lantern Wealth Advisors
New York
$128M – – 11.2% – 115
SCM
6107
Spring Capital Management
Texas
$127M +$8.59M +7% 7.58% 66.7% 29
MADR
6108
Milestones Administradora de Recursos
Brazil
$127M -$8.39M -6% 16.6% 109% 11
CWM
6109
Cadence Wealth Management
Massachusetts
$127M +$6.99M +6% 10.7% 29.7% 48
MIM
6110
Merrion Investment Management
New Jersey
$127M +$11.7M +10% 7.89% 108% 96
LFASL
6111
Lugano Financial Advisors SA (LFA)
Switzerland
$127M +$10.5M +9% 8.09% 31.2% 207
CIA
6112
Cladis Investment Advisory
Montana
$127M +$13.1M +11% 12.3% 95% 147
MF
6113
Meridian Financial
Massachusetts
$127M +$19.8M +18% 11.1% 41.5% 115
OR
6114
Olympiad Research
Connecticut
$127M +$25.1M +25% 15.1% – 466
NF
6115
Nvest Financial
New Hampshire
$127M +$20.1M +19% 10.6% 74.7% 70
XI
6116
XXEC Inc
Oklahoma
$127M +$8.54M +7% 14.8% 57.4% 23
ICM
6117
Islay Capital Management
Texas
$127M +$10.8M +9% 9.93% 60.1% 247
ATC
6118
Advantage Trust Company
Kansas
$127M – – 12.1% – 178
FAG
6119
Financial Architects (Georgia)
Georgia
$127M – – 7.96% – 19
RP
6120
Riverwater Partners
Wisconsin
$127M +$16.8M +15% 13.4% 89.7% 213
CBCM
6121
Cook & Bynum Capital Management
Alabama
$127M +$4.07M +3% 7.54% 59.6% 5
ACM
6122
Accent Capital Management
Ohio
$127M – – 13% – 213
TC
6123
Tenret Company
Florida
$127M – – 8.91% – 29
BCM
6124
BML Capital Management
Indiana
$127M +$18.2M +17% 1.74% – 38
RS
6125
Rakuten Securities
Japan
$127M – – 18.5% – 612
243 244
245
246 247