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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
4951
Compton Wealth Advisory Group
Virginia
$93.9M +$16.8M +22% 21.5% 76.1% 63 19.05% 1.2
CWM
4952
Capital Wealth Management
Rhode Island
$93.9M +$14.1M +18% 17.3% 46.7% 33 9.09% 1.6
MA
4953
Mangham Associates
Virginia
$93.8M +$7.1M +8% 18.9% 24.4% 5 0% 1.4
DIS
4954
Diversified Investment Strategies
Louisiana
$93.7M +$19.1M +26% 27.6% 86% 40 12.5% 3
VWA
4955
VERITY Wealth Advisors
United States
$93.6M +$20M +27% 16% 59.9% 49 12.24% 1.3
AVAI
4956
Atlas Venture Associates IX
Massachusetts
$93.5M +$46.2M +98% 126% 89.8% 6 0% 2.7
CS
4957
Capital Square
Tennessee
$93.5M +$7.74M +9% 21% 53.1% 313 57.83% 0.4
AWM
4958
Aberdeen Wealth Management
Illinois
$93.3M +$11.1M +13% 19.7% 73.1% 143 27.27% 0.4
HB
4959
Horizon Bancorp
Indiana
$93.1M +$28.4M +44% 10.6% 33.4% 279 15.05% 0.4
SNBOSCI
4960
Security National Bank of Sioux City Iowa
Iowa
$93M +$15.7M +20% 19.6% 61% 86 9.3% 4
FNBOSM
4961
First National Bank of South Miami
Florida
$92.6M +$13.3M +17% 16.2% 35.2% 304 8.55% 1.2
VCA
4962
VIEX Capital Advisors
Florida
$92.4M +$9.14M +11% 13.1% 30.6% 17 70.59% 0.6
TMC
4963
Trellus Management Company
Florida
$92.4M +$36.6M +66% 72.7% 268% 86 61.63% 1.6
TCM
4964
Taal Capital Management
Massachusetts
$92.3M +$14.7M +19% 15.4% – 21 42.86% 0.2
JSMC
4965
Jess S. Morgan & Co
California
$92.1M +$15.2M +20% 26.1% 69.3% 41 9.76% 0.4
BFA
4966
Beacon Financial Advisory
Ohio
$91.9M +$13.3M +17% 17% 68.1% 155 19.35% 0.4
GL
4967
Gemsstock Ltd
United Kingdom
$91.8M -$59.7M -39% 23.6% 149% 17 64.71% 0.3
PHIMC
4968
Private Harbour Investment Management & Counsel
Ohio
$91.8M +$6.89M +8% 19.8% 82.6% 62 14.52% 4
CCA
4969
Cruiser Capital Advisors
Connecticut
$91.7M +$12.7M +16% 34.1% 192% 32 46.88% 1.1
RICHC
4970
Renaissance Investment Consultants Holding Company
Pennsylvania
$91.5M +$19.8M +28% 22.1% – 97 30.93% 0.4
HWA
4971
Hilltop Wealth Advisors
North Carolina
$91.3M +$9.43M +12% 18.4% 58.3% 30 20% 0.4
WSC
4972
White Square Capital
United Kingdom
$91.3M -$142M -61% 48.4% 542% 28 85.71% 0.1
EA
4973
Ellsworth Advisors
Ohio
$91.3M – – 14.2% 131% 76 – 0
FP
4974
Factorial Partners
New York
$91.3M +$16.3M +22% 24.1% 88.7% 111 21.62% 1.4
CCM
4975
Copernicus Capital Management
California
$91.2M +$8.59M +10% 39.9% 126% 27 81.48% 0.3