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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
SHA
5026
Seneca House Advisors
Virginia
$154M +$12.7M +9% 7.9% 44.5% 85
SC
5027
Steph & Co
Wisconsin
$154M +$10M +7% 5.56% 45% 243
SFP
5028
Sterling Financial Planning
New Jersey
$154M +$13.7M +10% 5.55% 41% 414
EIA
5029
Eastover Investment Advisors
North Carolina
$154M +$12.5M +9% 5.15% 84.4% 47
WC
5030
Wealth CMT
New Jersey
$154M -$15.8M -9% 6.46% 25% 19
YAL
5031
Your Advocates Ltd
Texas
$154M +$18.6M +14% 3.41% 31.3% 156
WC
5032
Westhampton Capital
North Carolina
$154M +$9.06M +6% 5.25% 72.2% 110
MP
5033
Marlowe Partners
New York
$154M -$15.2M -9% 9.16% 16.3% 9
WLPWM
5034
Walled Lake Planning & Wealth Management
Illinois
$154M +$9.52M +7% 6.27% 52.5% 326
SP
5035
SWS Partners
Ohio
$154M +$8.35M +6% 10.1% 77.2% 86
HPWA
5036
Hall Private Wealth Advisors
North Carolina
$154M – – 6.72% – 52
AEPV
5037
AH Equity Partners V
California
$154M -$30.2M -16% 16% – 2
PC
5038
Pecaut & Co
Iowa
$154M +$14.9M +11% 7.56% 68.1% 84
FCMT
5039
Founders Capital Management (Texas)
Texas
$153M +$12.9M +9% 7.24% 62% 317
MA
5040
Mosaic Advisors
Texas
$153M +$35.3M +30% 4.63% 30.3% 43
CT
5041
Clearstead Trust
Maine
$153M +$18.2M +14% 9.08% 87.1% 173
IIA
5042
ICW Investment Advisors
Arizona
$153M +$7.59M +5% 5.66% 50.2% 126
NFG
5043
Northeast Financial Group
Pennsylvania
$153M +$2.37M +2% 6.42% 28.4% 50
MI
5044
Merk Investments
California
$153M -$6.85M -4% 2.1% 169% 17
USPCM
5045
Union Square Park Capital Management
New York
$153M -$24M -14% 3.93% 19% 109
MSKCC
5046
Memorial Sloan Kettering Cancer Center
New York
$153M -$9.29M -6% 4.96% 15.8% 4
SFA
5047
Seneca Financial Advisors
New York
$153M +$10.8M +8% 5.9% 38.8% 41
LC
5048
Longitude (Cayman)
Cayman Islands
$153M -$19.1M -11% 3.38% 3.98% 52
SVC
5049
Strycker View Capital
New York
$153M +$26.7M +21% 11.9% 108% 29
AAM
5050
Ascension Asset Management
New York
$153M +$9.96M +7% 8.2% – 79
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