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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SR
6126
Syntax Research
Florida
$148M +$21.4M +17% 5.19% – 200
SP
6127
Successful Portfolios
Florida
$148M +$4.67M +3% 5.42% 69.6% 169
SC
6128
Stephenson & Company
California
$148M +$12.9M +10% 7.52% – 39
BFM
6129
Broadview Financial Management
Wisconsin
$148M +$10.4M +8% 6.82% 42% 42
SMF
6130
Sterling Manor Financial
New York
$148M +$16.3M +12% 6.4% 44.9% 31
NWMG
6131
National Wealth Management Group
Ohio
$148M +$16.4M +12% 5.77% 54.2% 172
WWC
6132
Waypoint Wealth Counsel
Georgia
$148M +$16.9M +13% 6.36% – 104
RA
6133
RiverTree Advisors
Florida
$147M +$1.14M +0.8% 2.92% 19.7% 36
LTL
6134
Lowery Thomas LLC
California
$147M +$10.3M +8% 4.64% 56.9% 53
SSCM
6135
Spectrum Strategic Capital Management
Oregon
$147M +$10.6M +8% 4.47% – 29
ATC
6136
Advantage Trust Company
Kansas
$147M +$8M +6% 5.95% – 177
EWS
6137
Evergreen Wealth Solutions
Pennsylvania
$147M +$6.32M +4% 5.22% 69.7% 119
GAA
6138
Guardian Asset Advisors
Pennsylvania
$147M +$11.1M +8% 6% – 104
SIA
6139
Stegner Investment Associates
Kentucky
$147M +$8.16M +6% 5.6% 66% 24
NRWA
6140
North Ridge Wealth Advisors
Oregon
$147M +$15.4M +12% 6.47% – 43
LFASL
6141
Lugano Financial Advisors SA (LFA)
Switzerland
$147M +$15.8M +12% 4.95% 31.2% 186
VOMP
6142
Vision One Management Partners
Florida
$147M -$63.9K -0% 1.15% – 8
HIA
6143
Harvest Investment Advisors
Florida
$147M +$11.4M +8% 7.06% – 56
FHC
6144
Fort Henry Capital
West Virginia
$147M +$8M +6% 6.5% 25.3% 16
CB
6145
Chris Bulman
California
$147M +$676K +0.5% 5.63% – 406
ASI
6146
Advisory Services & Investments
Oregon
$147M +$2.98M +2% 6.41% 19.6% 41
SCM
6147
Semanteon Capital Management
Massachusetts
$147M +$5.37M +4% 12.6% – 324
VF
6148
VitalStone Financial
Texas
$147M +$8.83M +6% 3.59% – 571
BAM
6149
Byrne Asset Management
New Jersey
$147M +$6.57M +5% 8.08% 80.8% 587
CCM
6150
CAAS Capital Management
New York
$147M +$93.2M +174% 0.77% 2.04% 251
244 245
246
247 248