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
LIG
5401
Lokken Investment Group
Delaware
$113M +$3.76M +3% 112
HPWM
5402
High Pines Wealth Management
Massachusetts
$113M +$5.05M +5% 40
TNAM
5403
Terra Nova Asset Management
New York
$113M +$13.9M +14% 89
NED
5404
Nancy E. Dempze
$113M +$4.27M +4% 70
BFA
5405
Brown Financial Advisory
Alabama
$113M +$272K +0.2% 27
VWA
5406
VERITY Wealth Advisors
United States
$113M +$2.98M +3% 56
SAM
5407
Satovsky Asset Management
New York
$113M +$6.49M +6% 28
WIM
5408
Wilen Investment Management
Florida
$113M +$13.7M +14% 97
SA
5409
swisspartners Advisors
Switzerland
$113M -$794K -0.7% 28
PCC
5410
Park Circle Company
Maryland
$113M +$11.6M +11% 95
NOI
5411
Newton One Investments
Delaware
$113M +$10.8M +11% 71
STC
5412
Sarah T. Connolly
$112M +$3.11M +3% 90
FSCP
5413
Franklin Street Capital Partners
New York
$112M +$9M +9% 56
SMF
5414
Sterling Manor Financial
New York
$112M +$4.55M +4% 95
HA
5415
Havens Advisors
New York
$112M +$4.84M +5% 68
SHCM
5416
Stone House Capital Management
Florida
$112M -$8.62M -7% 3
BWA
5417
Beam Wealth Advisors
Louisiana
$112M +$6.23M +6% 140
NCM
5418
New Capital Management
Texas
$112M -$82.1M -42% 159
CNFG
5419
Creegan & Nassoura Financial Group
New Hampshire
$112M +$8.14M +8% 75
PSB
5420
Piscataqua Savings Bank
New Hampshire
$112M 330
RAM
5421
RK Asset Management
Michigan
$112M 16
SIAG
5422
Safeguard Investment Advisory Group
California
$112M -$844K -0.7% 812
MFA
5423
McClarren Financial Advisors
Pennsylvania
$112M +$7.78M +7% 309
LCM
5424
LCM Capital Management
Illinois
$112M +$6.7M +6% 87
PIC
5425
Platt Investment Counsel
Florida
$112M +$6.21M +6% 15