Jonathan Maula's Fair Value Fortress on Autopilot

I'm Chris, one of the co-founders of Autopilot. Jonathan Maula started as a prop trader in New York and now runs a wealth management firm in Virginia. The Portfolio on Autopilot looks for a specific combination: growth companies that screen as undervalued.

Here's the Fair Value Fortress.

One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.

1) Who Jonathan is

Jonathan Maula is an independent Pilot who creates and manages the Fair Value Fortress.

The description says Jonathan is the Chief Investment Officer and owner of Castle Hill Capital, a wealth management firm based in Virginia, and began in New York City as a proprietary trader before moving into family wealth management.

2) What the Portfolio holds

A concentrated core of 20 or fewer high-conviction stocks that meet quantitative criteria for undervalued growth, and that also show strong quality and defensible, near-monopoly positions in their markets.

It leans heavily toward foundational market leaders, with a few specific tactical positions for technical trading. Ideas come from custom screeners and public data.

3) What undervalued growth means

For those unaware, growth investors usually pay up for fast-growing companies, and value investors look for cheap ones. Undervalued growth tries to find both at once: companies still growing, at prices the screens say are reasonable.

It's a sensible idea. The hard part is that a stock can look cheap for a reason the screen doesn't see.

4) The risk, said plainly

I want to be honest with you. Twenty or fewer stocks is concentrated, and leaning on market leaders can mean overlap with a broad index fund you may already own.

Read the holdings and the worst stretch in the record before following.

5) How following works

Pick the Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.

A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on for each Pilot you subscribe to. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.

TLDR: The Fair Value Fortress, from Jonathan Maula of Castle Hill Capital, holds 20 or fewer growth stocks that screen as undervalued and show strong quality and market position, weighted toward market leaders. It's concentrated, so check overlap with what you already own.

Frequently asked questions

Jonathan Maula portfolio

Jonathan Maula, an independent Pilot and CIO of Castle Hill Capital, runs the Fair Value Fortress on Autopilot, a concentrated Portfolio of 20 or fewer undervalued growth stocks with strong quality and market position.

Jonathan Maula Autopilot

The Fair Value Fortress is Jonathan's Portfolio on Autopilot. Ideas come from custom screeners and public data, and it leans toward foundational market leaders.

How can I follow Jonathan Maula's portfolio in my own brokerage?

Pick the Fair Value Fortress in the app, connect the brokerage you already use, and allocate money. When the Portfolio changes, Autopilot Advisers sends the orders and your broker fills them.

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Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.

Disclosures

© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.

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