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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
CAG
4951
Compass Advisory Group
New York
$150M +$19.1M +15% 2.98% 43.7% 45 20%
ATWA
4952
Arbor Trust Wealth Advisors
Michigan
$150M +$12M +9% 6.17% 52.8% 99 8.08%
CWA
4953
Capital Wealth Alliance
Arizona
$150M +$13M +9% 5.71% 119% 143 23.78%
AC
4954
AlphaCore Capital
California
$150M +$15.4M +11% 6.4% 68.3% 67 34.33%
NS
4955
Newman & Schimel
Illinois
$150M +$29.2M +24% 5.31% 49 10.2%
FWM
4956
FSA Wealth Management
Massachusetts
$149M -$50.5M -25% 5.06% 273 83.88%
ANHIM
4957
Alan N. Hoffman Investment Management
Massachusetts
$149M -$7.52M -5% 3.7% 76.8% 13 23.08%
BFA
4958
Brendel Financial Advisors
New Hampshire
$149M +$2.26M +2% 10.3% 110% 98 31.63%
BCM
4959
Brooktree Capital Management
Michigan
$149M +$13.4M +10% 14.6% 57.3% 46 17.39%
CRC
4960
Catawba River Capital
South Carolina
$149M +$4.15M +3% 4.93% 89.5% 34 26.47%
SIM
4961
Spark Investment Management
New York
$149M +$28M +23% 5.88% 337% 63 46.03%
SIC
4962
Samalin Investment Counsel
New York
$149M +$15.9M +12% 7.01% 62.8% 249 18.07%
AFC
4963
Adaptive Financial Consulting
Ohio
$149M +$17M +13% 0.98% 26.8% 19 21.05%
SV
4964
Stilwell Value
New York
$149M +$16.3M +12% 15.2% 93.8% 41 17.07%
LL
4965
LPWM LLC
Minnesota
$149M +$14.7M +11% 6.73% 54.3% 59 13.56%
BCP
4966
Bluegrass Capital Partners
Florida
$149M +$31.9M +27% 1.08% 56.2% 17 17.65%
FFVM
4967
Founders Fund VII Management
California
$149M -$29.7M -17% 16.6% 64.7% 2 0%
MIP
4968
Ma Investment Partnership
California
$149M -$748K -0.5% 0.8% 12 0%
DFG
4969
Demars Financial Group
Washington
$149M +$7.35M +5% 2.62% 60.9% 81 16.05%
MAM
4970
Marketfield Asset Management
New York
$149M +$6.65M +5% 9.59% 61.5% 41 12.2%
KWP
4971
Keystone Wealth Partners
Arizona
$149M +$22.6M +18% 4.6% 33 27.27%
ADBIC
4972
A.D. Beadell Investment Counsel
Wisconsin
$148M +$7.29M +5% 6.05% 74.9% 95 21.05%
FIM
4973
FWL Investment Management
Texas
$148M +$17.9M +14% 7.9% 127% 55 29.09%
MI
4974
Moneywise Inc
Virginia
$148M +$8.43M +6% 7.15% 58% 51 9.8%
MSDF
4975
Michael & Susan Dell Foundation
New York
$148M -$7.82M -5% 2.58% 120% 3 0%