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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
FA
4751
Fountainhead AM
New Jersey
$161M 12.4% 65.6% 53
CWAG
4752
Compton Wealth Advisory Group
Virginia
$161M +$26.8M +20% 13.3% 67.6% 70 12.86%
MS
4753
Marshall & Sullivan
Washington
$161M +$12.2M +8% 15.9% 82% 67 7.46%
SV
4754
Sturgeon Ventures
United Kingdom
$160M +$28M +21% 19.4% 85.9% 46 15.22%
WP
4755
Waycross Partners
Kentucky
$160M 15.5% 87.7% 98
SCM
4756
SunTx Capital Management
Texas
$160M +$60.1M +60% 59.9% 1 0%
CC
4757
Caxton Corporation
New Jersey
$160M +$54.4M +51% 23.7% 512% 49 75.51%
CJA
4758
C-J Advisory
California
$160M +$22.9M +17% 13.6% 39.2% 31 3.23%
HWM
4759
Howard Wealth Management
Connecticut
$160M +$20.1M +14% 9.65% 60.3% 123 4.88%
WCG
4760
Weaver Consulting Group
California
$160M -$13.3M -8% 8.99% 50.5% 1,032 86.72%
AFT
4761
Alpha Family Trust
California
$160M 6.57% 198% 17
ICM
4762
IMS Capital Management
Oregon
$160M +$21.4M +15% 14.1% 119% 140 35%
WC
4763
Wealth CMT
New Jersey
$160M +$25.6M +19% 12.7% 25% 19 0%
LF
4764
Lantz Financial
Illinois
$160M +$11.6M +8% 11.6% 67.1% 129 11.63%
BKA
4765
Brick & Kyle Associates
Pennsylvania
$160M +$15.6M +11% 12.8% 97.4% 60 15%
MHR
4766
Matthew Hamilton Rosenberg
$160M +$24.1M +18% 11.4% 48.3% 550 6.91%
KCMRT
4767
Kemper Corp Master Retirement Trust
Illinois
$160M -$9.42M -6% 6.22% 21.9% 36 0%
FCCPG
4768
FountainVest China Capital Partners GP3
Cayman Islands
$160M -$14.2M -8% 1.26% 121% 1 0%
AFC
4769
AFT Forsyth & Company
Florida
$160M +$25.5M +19% 12.9% 135% 152 19.08%
1W
4770
1776 Wealth
Georgia
$160M +$22M +16% 9.93% 90.4% 123 15.45%
PBT
4771
Pictet Bank & Trust
Bahamas
$160M +$7.08M +5% 12.8% 66.3% 66 18.18%
VBFP
4772
Valtinson Bruner Financial Planning
Minnesota
$159M +$16.7M +12% 7.24% 36.2% 80 17.5%
SWG
4773
Summit Wealth Group
Vermont
$159M +$44.3M +38% 7.81% 53% 41 26.83%
AA
4774
Altman Advisors
Illinois
$159M +$18.2M +13% 11.5% 127% 87 17.24%
AWA
4775
ARQ Wealth Advisors
Arizona
$159M +$55.4M +53% 10.6% 53.3% 50 18%