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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
TNAM
5401
Terra Nova Asset Management
New York
$113M +$13.9M +14% 6.19% 136% 89
NED
5402
Nancy E. Dempze
$113M +$4.27M +4% 2.89% 67.5% 70
BFA
5403
Brown Financial Advisory
Alabama
$113M +$272K +0.2% 4.36% 48% 27
VWA
5404
VERITY Wealth Advisors
United States
$113M +$2.98M +3% 4.21% 47% 56
SAM
5405
Satovsky Asset Management
New York
$113M +$6.49M +6% 5.61% 46% 28
WIM
5406
Wilen Investment Management
Florida
$113M +$13.7M +14% 23.5% 80.2% 97
SA
5407
swisspartners Advisors
Switzerland
$113M -$794K -0.7% 10.1% 60.3% 28
PCC
5408
Park Circle Company
Maryland
$113M +$11.6M +11% 8.58% 54% 95
NOI
5409
Newton One Investments
Delaware
$113M +$10.8M +11% 5.05% 29.9% 71
STC
5410
Sarah T. Connolly
$112M +$3.11M +3% 4.66% 35% 90
FSCP
5411
Franklin Street Capital Partners
New York
$112M +$9M +9% 6.63% – 56
SMF
5412
Sterling Manor Financial
New York
$112M +$4.55M +4% 9.38% 44.9% 95
HA
5413
Havens Advisors
New York
$112M +$4.84M +5% 12.2% 459% 68
SHCM
5414
Stone House Capital Management
Florida
$112M -$8.62M -7% 3.13% 66.7% 3
BWA
5415
Beam Wealth Advisors
Louisiana
$112M +$6.23M +6% 4.97% 45.4% 140
NCM
5416
New Capital Management
Texas
$112M -$82.1M -42% 3.14% – 159
CNFG
5417
Creegan & Nassoura Financial Group
New Hampshire
$112M +$8.14M +8% 8.13% 48.6% 75
PSB
5418
Piscataqua Savings Bank
New Hampshire
$112M – – 8.09% 64.9% 330
RAM
5419
RK Asset Management
Michigan
$112M – – 19.2% – 16
SIAG
5420
Safeguard Investment Advisory Group
California
$112M -$844K -0.7% 2.91% 63.7% 812
MFA
5421
McClarren Financial Advisors
Pennsylvania
$112M +$7.78M +7% 4.73% 49.4% 309
LCM
5422
LCM Capital Management
Illinois
$112M +$6.7M +6% 7.68% 92.2% 87
PIC
5423
Platt Investment Counsel
Florida
$112M +$6.21M +6% 6.65% 59.1% 15
FCOI
5424
FirstMark Capital OF II
New York
$112M +$26.9M +32% 31.7% – 1
WFA
5425
Wells Financial Advisors
Massachusetts
$111M -$5.51M -5% 4.08% 44.3% 64
215 216
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