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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
NFG
3401
Noven Financial Group
Colorado
$197M +$5.75M +3% 3.93% 45.1% 41
OPTFSNA
3402
Old Point Trust & Financial Services N A
Virginia
$196M +$3.93M +2% 2.23% 53.6% 72
AIM
3403
AMI Investment Management
Indiana
$196M +$6.52M +3% 4.7% 55.2% 66
AWA
3404
Artemis Wealth Advisors
New York
$196M +$7.6M +4% 3.92% 89.4% 31
BW
3405
Biegel & Waller
Maryland
$196M +$1.14M +0.6% 5.49% 28.2% 82
SVI
3406
Strategic Vision Investment
Hong Kong
$196M +$114M +140% 0.71% 47.5% 21
SIAP
3407
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$195M -$829K -0.4% 2.01% 81.4% 467
HS
3408
HighVista Strategies
Massachusetts
$195M +$72.8M +59% 3.48% 176% 140
A
3409
Attestor
United Kingdom
$195M -$80.5M -29% 28.8% 53.6% 3
SR
3410
Sloane Robinson
United Kingdom
$195M +$47.3M +32% 9.12% 175% 24
PCFFS
3411
Pacific Center for Financial Services
California
$195M +$9.23M +5% 2.78% – 344
AIA
3412
Alera Investment Advisors
Illinois
$195M -$10.3M -5% 3.01% 28.9% 1,241
KLI
3413
Kelman-Lazarov Inc
Tennessee
$195M +$5.46M +3% 2.98% 41.2% 98
MWP
3414
Moller Wealth Partners
$195M -$27.9M -13% 1.84% 25.7% 56
WC
3415
Wynnefield Capital
New York
$195M -$15.5M -7% 0.06% 81% 31
CWAG
3416
Compton Wealth Advisory Group
Virginia
$195M +$6.08M +3% 3.04% 53.8% 71
OPA
3417
Old Port Advisors
Maine
$195M +$4.25M +2% 2.39% – 183
PW
3418
Peninsula Wealth
California
$195M +$13.9M +8% 3.14% 30% 33
I
3419
INVST
Indiana
$195M -$4.67M -2% 3.05% 27.4% 87
TSS
3420
Thomas Story & Son
Indiana
$195M +$4.19M +2% 1.76% 60.3% 59
FAM
3421
Foresters Asset Management
Ontario, Canada
$195M +$1.78M +0.9% 3.69% 55.6% 51
FC
3422
Finepoint Capital
Massachusetts
$195M -$22.9M -11% 5.67% 45.1% 3
RCP
3423
Rothschild Capital Partners
New York
$194M +$17.2M +10% 5.08% 77.7% 41
PWP
3424
Principle Wealth Partners
Connecticut
$194M +$19.5M +11% 3.71% 64% 144
GA
3425
Greenspring Associates
Maryland
$194M -$62.3M -24% 2.91% – 15
135 136
137
138 139