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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
IWP
5976
Invenio Wealth Partners
Florida
$110M +$21.6M +24% 2.16% – 95
TNAM
5977
Terra Nova Asset Management
New York
$110M +$0 0% 3.84% 136% 84
RCM
5978
Rings Capital Management
Illinois
$110M +$3.25M +3% 6.06% 109% 5
VAF
5979
Values Added Financial
District of Columbia
$110M +$2.98M +3% 4.23% – 86
MAC
5980
Monarch Alternative Capital
New York
$109M -$55.9M -34% 3.58% 107% 6
NMG
5981
New Millennium Group
Utah
$109M +$351K +0.3% 3.63% 139% 429
KC
5982
Kenfarb & Co
Kentucky
$109M -$5.41M -5% 2.66% – 216
LPC
5983
Lion Point Capital
New York
$109M -$25.5M -19% 2.14% 52.3% 36
MA
5984
Mosaic Advisors
Texas
$109M -$25.1M -19% 4.26% 30.3% 20
PU
5985
Petiole USA
New York
$109M +$7.06M +7% 1.49% 36% 41
NFA
5986
Northern Financial Advisors
Michigan
$109M -$4.31M -4% 2.12% – 117
XC
5987
XY Capital
Hong Kong
$109M +$57.2M +110% 1.86% – 94
QHA
5988
Quarry Hill Advisors
Minnesota
$109M -$1.68M -2% 2.2% – 40
SCA
5989
Sippican Capital Advisors
Massachusetts
$109M +$581K +0.5% 0.37% 61.7% 110
LFGH
5990
Lee Financial Group Hawaii
Hawaii
$109M -$479K -0.4% 3.11% 12.9% 31
BPFA
5991
Barnes Pettey Financial Advisors
Mississippi
$109M -$6.72M -6% 3.59% 76.8% 101
TWM
5992
Trevian Wealth Management
Massachusetts
$109M +$96.4M +769% 3.04% 107% 31
MWM
5993
Massachusetts Wealth Management
Massachusetts
$109M +$4.37M +4% 1.05% – 88
OFM
5994
Omega Fund Management
Massachusetts
$109M -$69.6M -39% 27.9% 82.4% 12
BCM
5995
BluePath Capital Management
Georgia
$109M – – 1.04% – 335
WCM
5996
Washington Capital Management
Washington
$109M -$8.78M -7% 1.7% 51.4% 115
CAM
5997
Costello Asset Management
Pennsylvania
$109M -$7.98M -7% 5.04% 53.6% 207
PIA
5998
Panoramic Investment Advisors
Colorado
$109M – – 2.74% – 99
MWM
5999
Maripau Wealth Management
Indiana
$109M -$3.66M -3% 3.65% 47.5% 116
SFP
6000
Strategic Financial Planning
Texas
$109M -$4.38M -4% 4.37% 31.4% 32
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