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
4801
Compton Wealth Advisory Group
Virginia
$93.9M +$16.8M +22% 63
CWM
4802
Capital Wealth Management
Rhode Island
$93.9M +$14.1M +18% 33
MA
4803
Mangham Associates
Virginia
$93.8M +$7.1M +8% 5
DIS
4804
Diversified Investment Strategies
Louisiana
$93.7M +$19.1M +26% 40
VWA
4805
VERITY Wealth Advisors
United States
$93.6M +$20M +27% 49
AGP
4806
Akaris Global Partners
New York
$93.5M -$13.2M -12% 27
AVAI
4807
Atlas Venture Associates IX
Massachusetts
$93.5M +$46.2M +98% 6
CWM
4808
Concentrum Wealth Management
California
$93.5M +$19.1M +26% 43
CS
4809
Capital Square
Tennessee
$93.5M +$7.74M +9% 313
AWM
4810
Aberdeen Wealth Management
Illinois
$93.3M +$11.1M +13% 143
HB
4811
Horizon Bancorp
Indiana
$93.1M +$28.4M +44% 279
SNBOSCI
4812
Security National Bank of Sioux City Iowa
Iowa
$93M +$15.7M +20% 86
FNBOSM
4813
First National Bank of South Miami
Florida
$92.6M +$13.3M +17% 304
TCM
4814
Taal Capital Management
Massachusetts
$92.3M +$14.7M +19% 21
JSMC
4815
Jess S. Morgan & Co
California
$92.1M +$15.2M +20% 41
VCA
4816
VIEX Capital Advisors
Florida
$92M +$12M +15% 14
BFA
4817
Beacon Financial Advisory
Ohio
$91.9M +$13.3M +17% 155
GL
4818
Gemsstock Ltd
United Kingdom
$91.8M -$56.8M -38% 17
PHIMC
4819
Private Harbour Investment Management & Counsel
Ohio
$91.8M +$6.89M +8% 62
CCA
4820
Cruiser Capital Advisors
Connecticut
$91.7M +$12.7M +16% 32
RICHC
4821
Renaissance Investment Consultants Holding Company
Pennsylvania
$91.5M +$19.8M +28% 97
HWA
4822
Hilltop Wealth Advisors
North Carolina
$91.3M +$9.43M +12% 30
EA
4823
Ellsworth Advisors
Ohio
$91.3M 76
FP
4824
Factorial Partners
New York
$91.3M +$16.3M +22% 111
CCM
4825
Copernicus Capital Management
California
$91.2M +$8.59M +10% 27