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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
CWAG
3576
Compton Wealth Advisory Group
Virginia
$189M -$5.57M -3% 14.6% 67.6% 72 9.72%
HLA
3577
Hamilton Lane Advisors
Pennsylvania
$189M +$74.2M +65% 28.8% 187% 68 54.41%
AWMG
3578
Alliance Wealth Management Group
New Jersey
$189M +$21.1M +13% 8.09% 60 16.67%
OCU
3579
ORIX Corporation USA
Texas
$188M +$166M +740% 24.6% 1 0%
AWA
3580
Artemis Wealth Advisors
New York
$188M -$9.56M -5% 15.8% 174% 42 28.57%
TS
3581
Twin Securities
New York
$188M -$8.75M -4% 19.7% 506% 23 78.26%
ZCM
3582
Zebra Capital Management
Connecticut
$188M +$26.5M +16% 14.5% 142% 499 38.68%
TCM
3583
Teza Capital Management
Illinois
$188M -$75.6M -29% 15.5% 140% 479 76.62%
SCC
3584
Spring Creek Capital
Kansas
$188M +$43.8M +30% 48.3% 312% 39 94.87%
PWP
3585
Personal Wealth Partners
Minnesota
$188M +$28.7M +18% 10.3% 37.2% 69 56.52%
SCM
3586
Stadium Capital Management
Connecticut
$188M -$53.4M -22% 3.76% 10.9% 19 47.37%
FSWA
3587
Financial Synergies Wealth Advisors
Texas
$188M 14.5% 72.3% 28
DC
3588
DPM Capital
Florida
$188M +$16.6M +10% 15.8% 110% 13 38.46%
NAH
3589
Neumann Advisory (HK)
Hong Kong
$188M +$43.9M +30% 28.2% 88.4% 12 8.33%
ACM
3590
Axel Capital Management
New York
$188M +$36.6M +24% 12.4% 194% 12 25%
PS
3591
Peter Svennilson
$188M +$74.3M +65% 153% 4 0%
VCM
3592
Verger Capital Management
North Carolina
$188M +$5.05M +3% 9.77% 53.1% 13 0%
BWM
3593
Biltmore Wealth Management
Arizona
$188M +$97M +107% 9.05% 55.6% 72 79.17%
LFG
3594
LifePlan Financial Group
Ohio
$188M +$27.3M +17% 11.1% 20.2% 578 8.3%
IRC
3595
Investors Research Corp
Georgia
$188M +$44.3M +31% 12.5% 57.2% 1,052 70.15%
IIC
3596
Integrated Investment Consultants
Michigan
$188M +$788K +0.4% 13.8% 70.2% 179 26.82%
WA
3597
Winfield Associates
Ohio
$187M +$24.1M +15% 13.6% 77.8% 130 13.85%
FIM
3598
Fernwood Investment Management
Massachusetts
$187M +$32.2M +21% 21.2% 83.4% 159 11.32%
AGAM
3599
Avalon Global Asset Management
California
$187M +$22.7M +14% 24.1% 278% 40 50%
WCG
3600
Wall Capital Group
Arizona
$187M +$19.3M +12% 12.3% 25 8%