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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
LG
6476
LAM Group
Oregon
$136M -$4.32M -3% 0.18% – 133
RFA
6477
Reyes Financial Architecture
California
$136M +$8.7M +7% 1.06% – 366
FIS
6478
Fischer Investment Strategies
California
$136M +$9.97M +8% 0.49% – 38
UPS
6479
UHLMANN PRICE SECURITIES
Illinois
$136M +$3.35M +3% 1.01% – 191
BCM
6480
Beaumont Capital Management
Massachusetts
$136M +$6.01M +5% 0.62% 37.7% 75
SI
6481
Stonekeep Investments
New Mexico
$136M +$1.31M +1% 1.89% – 63
FS
6482
Financially Speaking
Colorado
$136M -$11.6M -8% 0.76% – 195
BAM
6483
Byrne Asset Management
New Jersey
$136M -$6.68M -5% 2.16% 80.8% 611
AIC
6484
Allodium Investment Consultants
Minnesota
$135M +$15.7M +13% 0.91% – 48
SWM
6485
Schwallier Wealth Management
Michigan
$135M +$3.99M +3% 0.77% – 53
AWP
6486
Axis Wealth Partners
Rhode Island
$135M +$16.7M +14% 0.55% – 140
CWM
6487
Cadence Wealth Management
Massachusetts
$135M -$15.7M -10% 9.31% 29.7% 47
SA
6488
SFI Advisors
New Jersey
$135M -$7.17M -5% 4.02% 54.5% 93
BFP
6489
Brewster Financial Planning
New York
$135M +$3.26M +2% 0.01% 33% 28
APW
6490
Atlantic Private Wealth
North Carolina
$135M +$2.53M +2% 2.27% 50.1% 227
SC
6491
Stance Capital
Massachusetts
$135M -$26.2M -16% 0.34% – 281
DWA
6492
Dougherty Wealth Advisers
Minnesota
$135M +$6.25M +5% 3.16% 60.8% 111
SG
6493
Stanich Group
New York
$135M +$1.38M +1% 2.66% – 52
NWM
6494
NRI Wealth Management
California
$135M -$9.72M -7% 6.83% – 28
OWA
6495
Oak Wealth Advisors
Illinois
$135M +$5.16M +4% 0.59% – 59
BBA
6496
Braun-Bostich & Associates
Pennsylvania
$135M -$3.62M -3% 0.75% 45.7% 118
JKSF
6497
John & Kathleen Schreiber Foundation
Illinois
$135M -$37M -22% 16.3% 61.7% 7
FFP
6498
Forbes Financial Planning
Rhode Island
$135M -$71.4M -35% 1.31% 38.1% 33
VWA
6499
VERITY Wealth Advisors
United States
$135M -$3.62M -3% 0.98% 47% 73
PCP
6500
Perbak Capital Partners
United Kingdom
$135M -$52.3M -28% 2.04% – 227
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