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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 Avg Holding
Period (Yrs)
Birnam Oak Advisors
3851
Birnam Oak Advisors
New York
$451M +$3.99M +0.9% 0.81% – 49 67.35% 0.5
Magnitude Capital
3852
Magnitude Capital
New York
$450M +$29.1M +7% 6.92% – 1 0% 2.3
Shelter Mutual Insurance
3853
Shelter Mutual Insurance
Missouri
$450M +$1.43M +0.3% 2.02% 51.2% 59 3.39% 7.4
Raab & Moskowitz Asset Management
3854
Raab & Moskowitz Asset Management
New Jersey
$450M -$7.59M -2% 1.33% 84.7% 191 3.14% 6.9
EGA
3855
E&G Advisors
Texas
$449M +$2.07M +0.5% 0.38% 97.7% 245 9.39% 3.2
NVWM LLC
3856
NVWM LLC
Pennsylvania
$449M -$10.4M -2% 0.55% 119% 800 14.13% 3.1
Miramar Capital
3857
Miramar Capital
Illinois
$449M -$8.43M -2% 3.4% 47.3% 60 13.33% 4
CWAG
3858
Compton Wealth Advisory Group
Virginia
$449M -$8.53M -2% 2.16% 76.1% 85 0% 4.9
one8zero8 LLC
3859
one8zero8 LLC
North Carolina
$449M -$9.7M -2% 2.39% – 274 10.22% 1
PBF
3860
Petix & Botte Financial
California
$449M +$8.04M +2% 0.8% 47.5% 144 12.5% 3.5
Wealth Advisory Solutions
3861
Wealth Advisory Solutions
Indiana
$449M +$19.8M +5% 0.21% 60.5% 158 22.78% 2.2
Post Oak Energy Holdings
3862
Post Oak Energy Holdings
Texas
$449M +$153M +52% 52% 64.6% 1 0% 3.3
Chapin Davis
3863
Chapin Davis
Maryland
$449M +$21.9M +5% 13.5% 339% 273 15.02% 2.2
Financial & Tax Architects
3864
Financial & Tax Architects
Missouri
$448M +$3.36M +0.8% 3.04% 50.2% 123 28.46% 2.1
American Investment Services
3865
American Investment Services
Massachusetts
$448M +$17.4M +4% 3.27% 63.1% 136 8.09% 6.4
Fortitude Family Office
3866
Fortitude Family Office
Arizona
$448M +$17.9M +4% 1.03% 81.1% 2,122 20.69% 1.2
PT
3867
Plimoth Trust
Massachusetts
$447M -$1.43M -0.3% 0.61% 110% 179 7.26% 6.3
IAM Advisory
3868
IAM Advisory
Pennsylvania
$446M -$3.7M -0.8% 0.67% 74.5% 114 25.44% 2.5
Peavine Capital
3869
Peavine Capital
Nevada
$446M -$27.1M -6% 2.09% 30.8% 9 0% 6.2
Stokes Capital Advisors
3870
Stokes Capital Advisors
South Carolina
$446M +$8.15M +2% 1.12% 61.3% 107 28.04% 3.6
Guidance Capital
3871
Guidance Capital
Kentucky
$446M +$36.7M +9% 1.45% 63.7% 283 40.64% 1.3
WC
3872
Weil Company
California
$445M +$10.6M +2% 1.39% 71.7% 121 9.92% 3.9
Rialto Wealth Management
3873
Rialto Wealth Management
New York
$445M +$27.2M +6% 0.35% – 1,819 11.98% 0.8
Marathon Capital Management
3874
Marathon Capital Management
Maryland
$445M -$19.4M -4% 0.31% 74% 183 13.11% 3.4
NAMP
3875
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$445M -$26.3M -6% 3.75% 90.2% 144 8.33% 7.6