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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
3776
Compton Wealth Advisory Group
Virginia
$449M -$8.53M -2% 2.16% 67.6% 85 0%
OL
3777
one8zero8 LLC
North Carolina
$449M -$9.72M -2% 2.39% 274 10.22%
PBF
3778
Petix & Botte Financial
California
$449M +$8.04M +2% 0.8% 47.5% 144 12.5%
WAS
3779
Wealth Advisory Solutions
Indiana
$449M +$19.8M +5% 0.21% 55.5% 158 22.78%
POEH
3780
Post Oak Energy Holdings
Texas
$449M +$153M +52% 52% 64.6% 1 0%
CD
3781
Chapin Davis
Maryland
$449M +$21.9M +5% 13.5% 323% 273 15.02%
FTA
3782
Financial & Tax Architects
Missouri
$448M +$3.36M +0.8% 3.04% 46.1% 123 28.46%
AIS
3783
American Investment Services
Massachusetts
$448M +$17.4M +4% 3.27% 63.1% 136 8.09%
FFO
3784
Fortitude Family Office
Arizona
$448M +$17.9M +4% 1.03% 2,122 20.69%
PT
3785
Plimoth Trust
Massachusetts
$447M -$1.43M -0.3% 0.61% 94% 179 7.26%
IA
3786
IAM Advisory
Pennsylvania
$446M -$3.7M -0.8% 0.67% 74.5% 114 25.44%
PC
3787
Peavine Capital
Nevada
$446M -$27.1M -6% 2.09% 27.7% 9 0%
SCA
3788
Stokes Capital Advisors
South Carolina
$446M +$8.15M +2% 1.12% 54.5% 107 28.04%
GC
3789
Guidance Capital
Kentucky
$446M +$36.7M +9% 1.45% 62.6% 283 40.64%
WC
3790
Weil Company
California
$445M +$10.6M +2% 1.39% 60.7% 121 9.92%
RWM
3791
Rialto Wealth Management
New York
$445M +$27.2M +6% 0.35% 1,819 11.98%
MCM
3792
Marathon Capital Management
Maryland
$445M -$19.4M -4% 0.31% 70.9% 183 13.11%
NAMP
3793
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$445M -$26.3M -6% 3.75% 73.1% 144 8.33%
BI
3794
Bulldog Investors
New Jersey
$445M -$4M -0.9% 1.71% 20.3% 273 39.93%
BMC
3795
Benin Management Corp
Connecticut
$445M -$3.21M -0.7% 2.53% 76.3% 151 11.92%
MLIC
3796
Mandatum Life Insurance Company
Finland
$445M +$6.8M +2% 3.71% 95.9% 91 23.08%
AIM
3797
AMI Investment Management
Indiana
$445M -$340K -0.1% 2.31% 47.9% 78 6.41%
JDLA
3798
J. Derek Lewis & Associates
California
$445M +$17.7M +4% 2.66% 233 19.74%
AFA
3799
Abacus FCF Advisors
Florida
$444M -$321M -42% 13% 197% 77 53.25%
CFO
3800
Collective Family Office
Pennsylvania
$444M +$8.39M +2% 2.96% 50.1% 163 8.59%