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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
3901
Compton Wealth Advisory Group
Virginia
$257M +$21.4M +9% 8.12% 76.1% 94 4.26% 2.4
Diana Davis Spencer Foundation
3902
Diana Davis Spencer Foundation
Maryland
$256M +$3.16M +1% 1.25% 13.4% 3 0% 8
Vertex Planning Partners
3903
Vertex Planning Partners
Illinois
$256M – – 7.43% 55.4% 140 – 0
Integris Wealth Management
3904
Integris Wealth Management
California
$256M – – 8.58% 60.3% 78 – 0
White Pine Capital
3905
White Pine Capital
Minnesota
$256M +$16M +7% 9.31% 143% 210 10.95% 5.8
Bain Capital Credit
3906
Bain Capital Credit
Massachusetts
$256M -$31.2M -11% 2.02% 14.4% 10 40% 1.4
Morton Capital Management
3907
Morton Capital Management
California
$256M +$36.5M +17% 9.03% 75.4% 90 16.67% 0.8
Bridge Creek Capital Management
3908
Bridge Creek Capital Management
Massachusetts
$256M +$23.7M +10% 10.5% 76.5% 102 5.88% 4.9
Keating Investment Counselors
3909
Keating Investment Counselors
Florida
$255M +$32.2M +14% 15.9% 50% 80 28.75% 4.7
Knollwood Investment Advisory
3910
Knollwood Investment Advisory
Maryland
$255M – – 3.91% 160% 123 – 0
Affinity Asset Advisors
3911
Affinity Asset Advisors
New York
$255M -$103M -29% 59.9% 1,487% 89 58.43% 0.5
Forge First Asset Management
3912
Forge First Asset Management
Canada
$255M – – 12.3% 112% 35 – 0
Schwarz Dygos Wheeler Investment Advisors
3913
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$255M +$29.3M +13% 11.2% 74% 137 18.25% 2.4
Hillman Capital Management
3914
Hillman Capital Management
Maryland
$255M +$13.6M +6% 12.3% 20.2% 53 11.32% 2.4
Walter & Keenan Wealth Management
3915
Walter & Keenan Wealth Management
Indiana
$255M +$18.7M +8% 9.18% 92% 150 10% 3.5
Diversified
3916
Diversified
Delaware
$254M +$55.9M +28% 8.91% 34.4% 162 28.4% 1.1
Harrell Investment Partners
3917
Harrell Investment Partners
Texas
$254M +$15.1M +6% 9.85% 121% 99 14.14% 2.1
Waypoint Wealth Partners
3918
Waypoint Wealth Partners
California
$254M +$17.2M +7% 9.63% 52.1% 72 26.39% 1.2
El Puerto de Liverpool
3919
El Puerto de Liverpool
Mexico
$254M – – 3.53% – 1 – 0
Peak Financial Management
3920
Peak Financial Management
Massachusetts
$254M +$14.4M +6% 6.8% 58.2% 73 12.33% 3.7
RW Investment Management
3921
RW Investment Management
Idaho
$254M – – 7.65% – 81 – 0
CIM
3922
CIM Investment Management
Pennsylvania
$254M +$29.1M +13% 8.11% 123% 259 17.76% 2.8
NC
3923
Nokomis Capital
Texas
$254M +$25.7M +11% 9.93% 145% 67 28.36% 2
Xcel Wealth Management
3924
Xcel Wealth Management
Florida
$254M -$14.6M -5% 9.32% 98.8% 133 13.53% 2.5
Accenture
3925
Accenture
Ireland
$254M +$4.21M +2% 1.69% – 1 0% 2