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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BFP
6126
Beacon Financial Planning
Massachusetts
$96.5M – – 7.19% – 22
CG
6127
Cynosure Group
Utah
$96.4M +$3M +3% 8.22% 56.9% 28
P
6128
Palladiem
Pennsylvania
$96.2M +$1M +1% 4.06% 5.52% 59
TA
6129
TCM Advisors
West Virginia
$96.2M +$6.9M +8% 9.5% 15.7% 61
MWM
6130
Maripau Wealth Management
Indiana
$96.1M +$3.44M +4% 6.03% 47.5% 86
YCM
6131
Yost Capital Management
Texas
$96.1M +$3.5M +4% 11.5% 169% 17
CIG
6132
Cascade Investment Group
Colorado
$96.1M – – 8.44% – 119
CA
6133
CV Advisors
Florida
$96M -$5.7M -6% 4.16% 95.4% 25
LF
6134
LifeSteps Financial
California
$96M +$7.28M +8% 7.57% 76.7% 83
RH
6135
RFG Holdings
Texas
$95.9M +$13.5M +16% 10.7% 58.3% 14
BWA
6136
Beam Wealth Advisors
Louisiana
$95.9M +$6.12M +7% 6.95% 45.4% 117
PWS
6137
Precision Wealth Strategies
Missouri
$95.9M -$17.5M -15% 11.1% 49.1% 134
MCM
6138
Mendel Capital Management
Arkansas
$95.9M +$10.7M +13% 9.05% 63.6% 66
MWM
6139
Melfa Wealth Management
Massachusetts
$95.7M – – 5.48% – 137
LFA
6140
Laraway Financial Advisors
Minnesota
$95.7M +$6.12M +7% 7.94% 66.1% 105
DWA
6141
Delap Wealth Advisory
Oregon
$95.6M – – 9.13% – 66
RG
6142
Richelieu Gestion
France
$95.6M +$11.6M +14% 7.8% – 82
WFS
6143
Widmann Financial Services
Maryland
$95.5M +$5.24M +6% 12% 54.8% 86
CRC
6144
Catawba River Capital
South Carolina
$95.4M +$11.4M +14% 2.67% 68% 19
EBWM
6145
Eagle Bluffs Wealth Management
Missouri
$95.4M +$8.74M +10% 8.59% 62.2% 62
TNAM
6146
Terra Nova Asset Management
New York
$95.3M +$3.8M +4% 11.1% 136% 89
CSI
6147
Cross Staff Investments
New York
$95.3M +$6.04M +7% 6.27% 90.2% 121
DCI
6148
Data Collective IV
California
$95.2M -$31.3M -25% 13.6% 278% 6
HC
6149
Hoese & Co
Minnesota
$95.2M +$10.5M +12% 7.01% 42.7% 198
PP
6150
PFS Partners
New Jersey
$95M +$2.54M +3% 7.4% 38.2% 389
244 245
246
247 248