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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
CWM
5351
Castle Wealth Management
Florida
$191M +$24.5M +15% 6.78% 53.6% 125 12%
RCAP
5352
Resolute Capital Asset Partners
Colorado
$191M +$37.9M +25% 27.1% 657% 64 71.88%
USB
5353
Union Savings Bank
Connecticut
$191M +$14.9M +8% 9.52% 310 6.45%
CFS
5354
CGC Financial Services
Oregon
$191M -$27.2M -12% 5.72% 41.1% 388 11.08%
UAM
5355
Unison Asset Management
Florida
$191M +$20.6M +12% 16.6% 81.4% 36 11.11%
PGDP
5356
Pragma Gestao de Patrimonio
Brazil
$191M +$13.8M +8% 11.1% 75.2% 23 13.04%
CPW
5357
Catalyst Private Wealth
California
$191M -$22M -10% 3.57% 103% 84 17.86%
TCM
5358
Tieton Capital Management
Washington
$191M +$13.2M +7% 15% 172% 38 2.63%
FCM
5359
Findell Capital Management
New York
$191M +$31.9M +20% 23.4% 22 36.36%
IWMWV
5360
Ironwood Wealth Management (West Virginia)
West Virginia
$191M +$7.96M +4% 4.95% 35.2% 22 0%
LWM
5361
Lodestone Wealth Management
Washington
$191M +$17.9M +10% 8.81% 81.1% 150 8%
WCM
5362
Wisconsin Capital Management
Wisconsin
$191M +$22.2M +13% 18.8% 153% 47 6.38%
VCM
5363
VeriStar Capital Management
New York
$190M +$38.7M +26% 10.1% 41% 13 30.77%
SLWA
5364
San Luis Wealth Advisors
California
$190M -$46.2M -20% 10.2% 58.8% 61 27.87%
GAM
5365
Garrison Asset Management
Arkansas
$190M +$9.08M +5% 9.76% 52.1% 112 7.14%
MPPW
5366
Mitchell & Pahl Private Wealth
Oklahoma
$190M +$14.3M +8% 7.25% 75.2% 143 1.4%
BAM
5367
BOS Asset Management
Illinois
$190M +$44.6M +31% 8.65% 67.8% 178 28.09%
GSB
5368
Greenfield Savings Bank
Massachusetts
$190M +$17.4M +10% 10.3% 97.3% 150 5.33%
BWM
5369
Birchcreek Wealth Management
Ohio
$190M +$23M +14% 8.25% 80.7% 160 17.5%
WA1
5370
Wimmer Associates 1
California
$190M +$12.9M +7% 9.33% 78.9% 113 5.31%
BCM
5371
Brookmont Capital Management
Texas
$190M +$11.6M +6% 7.57% 36.6% 54 14.81%
AWM
5372
Altus Wealth Management
Kentucky
$190M +$22.9M +14% 9.28% 68.8% 42 9.52%
LPP
5373
Long Path Partners
Connecticut
$190M -$22.3M -10% 3.69% 9.18% 9 0%
MHB
5374
Midwest Heritage Bank
Iowa
$190M +$42.8M +29% 6.66% 50% 59 16.95%
RF
5375
Robbins Farley
New Hampshire
$190M +$23.2M +14% 13.6% 98.2% 175 5.71%