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
CWAG
3426
Compton Wealth Advisory Group
Virginia
$195M +$6.08M +3% 71
OPA
3427
Old Port Advisors
Maine
$195M +$4.25M +2% 183
PW
3428
Peninsula Wealth
California
$195M +$13.9M +8% 33
I
3429
INVST
Indiana
$195M -$4.67M -2% 87
TSS
3430
Thomas Story & Son
Indiana
$195M +$4.19M +2% 59
FAM
3431
Foresters Asset Management
Ontario, Canada
$195M +$1.78M +0.9% 51
FC
3432
Finepoint Capital
Massachusetts
$195M -$22.9M -11% 3
RCP
3433
Rothschild Capital Partners
New York
$194M +$17.2M +10% 41
PWP
3434
Principle Wealth Partners
Connecticut
$194M +$19.5M +11% 144
GA
3435
Greenspring Associates
Maryland
$194M -$62.3M -24% 15
PSG
3436
Planning Solutions Group
Maryland
$194M +$7.55M +4% 144
BFC
3437
Blue Fin Capital
Rhode Island
$194M +$3.6M +2% 128
EBT
3438
Enterprise Bank & Trust
Massachusetts
$194M -$49.4M -20% 111
ST
3439
Somerset Trust
Pennsylvania
$194M +$3.84M +2% 188
SC
3440
Schulhoff & Co
Ohio
$194M +$6.82M +4% 106
IWA
3441
Intercontinental Wealth Advisors
Texas
$194M -$8.03M -4% 473
LPIC
3442
LeJeune Puetz Investment Counsel
Michigan
$194M +$9.41M +5% 183
PIC
3443
Portland Investment Counsel
Ontario, Canada
$193M -$4.99M -3% 46
ACM
3444
Aquamarine Capital Management
New York
$193M +$12M +7% 11
USGIU
3445
U.S. Global Investors (USGI)
Texas
$193M -$14.2M -7% 223
WA
3446
Winfield Associates
Ohio
$193M +$5.46M +3% 134
ZCM
3447
Zebra Capital Management
Connecticut
$193M +$4.37M +2% 550
LJHT
3448
Laurie J. Hall Trustee
$193M +$2.77M +1% 340
PAA
3449
Peregrine Asset Advisers
Oregon
$193M +$19.2M +11% 136
S
3450
Surevest
California
$192M +$30M +18% 137