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

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HA
5451
Havens Advisors
New York
$113M +$5.66M +5% 12.3% 460% 68 69.12%
BFA
5452
Brown Financial Advisory
Alabama
$113M +$272K +0.2% 4.36% 50.3% 27 3.7%
VWA
5453
VERITY Wealth Advisors
United States
$113M +$2.98M +3% 4.21% 59.9% 56 1.79%
SAM
5454
Satovsky Asset Management
New York
$113M +$6.49M +6% 5.61% 48.9% 28 14.29%
WIM
5455
Wilen Investment Management
Florida
$113M +$13.7M +14% 23.5% 79.9% 97 40.21%
SA
5456
swisspartners Advisors
Switzerland
$113M -$794K -0.7% 10.1% 86.6% 28 28.57%
NOI
5457
Newton One Investments
Delaware
$113M +$10.8M +11% 5.05% 38.7% 71 7.04%
STC
5458
Sarah T. Connolly
$112M +$3.11M +3% 4.66% 35% 90 3.33%
SMF
5459
Sterling Manor Financial
New York
$112M +$4.55M +4% 9.38% 42.4% 95 38.95%
BWA
5460
Beam Wealth Advisors
Louisiana
$112M +$6.23M +6% 4.97% 51.3% 140 13.57%
NCM
5461
New Capital Management
Texas
$112M -$82.1M -42% 3.14% 49.4% 159 24.53%
CNFG
5462
Creegan & Nassoura Financial Group
New Hampshire
$112M +$8.14M +8% 8.13% 52.6% 75 10.67%
PSB
5463
Piscataqua Savings Bank
New Hampshire
$112M 8.09% 85.5% 330
RAM
5464
RK Asset Management
Michigan
$112M 19.2% 47.6% 16
SIAG
5465
Safeguard Investment Advisory Group
California
$112M -$844K -0.7% 2.91% 62.9% 811 90.51%
MFA
5466
McClarren Financial Advisors
Pennsylvania
$112M +$7.78M +7% 4.73% 55.3% 309 23.3%
LCM
5467
LCM Capital Management
Illinois
$112M +$6.7M +6% 7.68% 89.1% 87 11.49%
PIC
5468
Platt Investment Counsel
Florida
$112M +$6.21M +6% 6.65% 58.9% 15 6.67%
FCOI
5469
FirstMark Capital OF II
New York
$112M +$26.9M +32% 31.7% 1 0%
WFA
5470
Wells Financial Advisors
Massachusetts
$111M -$5.51M -5% 4.08% 54% 64 9.38%
CCA
5471
Cruiser Capital Advisors
Connecticut
$111M +$5.71M +5% 20% 131% 66 69.7%
KCA
5472
Karn Couzens & Associates
Connecticut
$111M +$5.8M +5% 3.51% 66 7.58%
A
5473
Atomvest
Hong Kong
$111M +$1.02M +0.9% 23.1% 90% 2 0%
FMC
5474
Financial Management Concepts
Florida
$111M +$7.89M +8% 6.21% 27 29.63%
AWP
5475
Accretive Wealth Partners
New Jersey
$111M +$9.87M +10% 4.87% 54% 100 11%