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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)
CWAG
3876
Compton Wealth Advisory Group
Virginia
$319M +$27.6M +9% 11.1% 76.1% 94 13.83% 3.2
Siena Capital Partners
3877
Siena Capital Partners
Illinois
$319M +$40.3M +14% 12.6% 44.2% 104 6.73% 3.6
Khrom Capital Management
3878
Khrom Capital Management
Florida
$319M +$111M +54% 16.6% 35.6% 17 47.06% 0.8
IAM Advisory
3879
IAM Advisory
Pennsylvania
$318M +$32.1M +11% 10.1% 74.5% 105 17.14% 1.2
FSI
3880
Flow State Investments
Illinois
$318M -$4.47M -1% 2.66% – 286 45.1% 0.4
Delta Financial Group
3881
Delta Financial Group
New Jersey
$318M +$28.3M +10% 10.3% – 230 12.17% 0.5
Hamilton Wealth
3882
Hamilton Wealth
California
$318M +$38.9M +14% 11% 108% 109 34.86% 1.4
B&I Capital
3883
B&I Capital
Switzerland
$318M +$41.2M +15% 17.6% 30.5% 27 0% 2
Pensionfund Sabic
3884
Pensionfund Sabic
Netherlands
$317M +$32.8M +12% 11.3% 63.6% 195 3.59% 4.3
Rothschild Capital Partners
3885
Rothschild Capital Partners
New York
$317M +$61.9M +24% 11.9% 90.8% 40 37.5% 4
Trinity Legacy Partners
3886
Trinity Legacy Partners
Texas
$317M +$27.8M +10% 9.69% 63.3% 107 6.54% 2
TS Financial Group (TSFG)
3887
TS Financial Group (TSFG)
Illinois
$317M +$36.6M +13% 10.6% 81% 1,086 18.69% 3.4
Incline Global Management
3888
Incline Global Management
New York
$317M +$6.55M +2% 14.3% 40.1% 25 24% 1.5
Pacific Center for Financial Services
3889
Pacific Center for Financial Services
California
$317M +$22.7M +8% 9.68% 60.1% 412 6.07% 4.9
FCT
3890
Family Capital Trust
Massachusetts
$317M +$34.6M +12% 12.8% 39.1% 58 10.34% 6.3
Bernardo Wealth Planning
3891
Bernardo Wealth Planning
Pennsylvania
$317M +$64.1M +25% 9.03% 56.9% 94 13.83% 3.1
Covenant Partners
3892
Covenant Partners
Tennessee
$317M +$41.6M +15% 11.8% 70.3% 199 15.58% 2.7
Finepoint Capital
3893
Finepoint Capital
Massachusetts
$317M +$116M +58% 40.2% 27.4% 32 21.88% 1.3
UG Investment Advisers
3894
UG Investment Advisers
Taiwan
$317M -$221M -41% 20.4% 172% 17 47.06% 1
Hedeker Wealth
3895
Hedeker Wealth
Illinois
$317M +$28.6M +10% 12.8% 161% 91 10.99% 2.9
Raab & Moskowitz Asset Management
3896
Raab & Moskowitz Asset Management
New Jersey
$317M +$32.9M +12% 10.6% 84.7% 167 6.59% 6.1
Integrated Investment Consultants
3897
Integrated Investment Consultants
Michigan
$316M +$41.2M +15% 11.5% 70.2% 250 13.6% 3.6
Genworth Financial
3898
Genworth Financial
Virginia
$316M +$31.6M +11% 10.8% 73.6% 4 50% 1.3
New Capital Management
3899
New Capital Management
Texas
$316M +$27.8M +10% 7.97% 55.4% 57 17.54% 3.1
Ellsworth Advisors
3900
Ellsworth Advisors
Ohio
$316M +$34.2M +12% 9.43% 131% 182 21.98% 1.5