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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
FW
7001
Fidato Wealth
Ohio
$171M +$17.1M +11% 12.6% 16 18.75%
CPC
7002
CFC Planning Company
Indiana
$171M +$30.9M +22% 24.5% 88 37.5%
GCWM
7003
Guided Capital Wealth Management
Texas
$171M +$19.4M +13% 10.3% 37 13.51%
AIP
7004
Alexis Investment Partners
Texas
$171M +$25.8M +18% 13.8% 42 26.19%
LFA
7005
Longview Financial Advisors
Alabama
$171M +$7.33M +4% 5.15% 162 73.46%
RW
7006
Ridgeline Wealth
Arizona
$171M +$31.3M +22% 13.7% 61 16.39%
FFAS
7007
FIG Financial Advisory Services
Oklahoma
$171M +$10.8M +7% 7.66% 107 72.9%
SVP
7008
Strategic Value Partners
Connecticut
$171M +$37.9M +28% 28.5% 1 0%
IIM
7009
Invariant Investment Management
Pennsylvania
$171M +$8.13M +5% 6.08% 72 8.33%
CPA
7010
Cathy Pareto & Associates
Florida
$171M +$21.6M +14% 12% 107 14.95%
WBCM
7011
Wilson & Boucher Capital Management
California
$170M +$19.7M +13% 17% 69.8% 122 8.2%
BDS
7012
Banco de Sabadell
Florida
$170M +$19.6M +13% 12.3% 75.1% 62 1.61%
P
7013
Pfizer
New York
$170M -$68.4M -29% 6.77% 18 5.56%
NL
7014
NDWM LLC
California
$170M +$16M +10% 9.88% 42 16.67%
WA
7015
WPG Advisers
Maryland
$170M +$34.4M +25% 19.8% 1,588 9.51%
EWM
7016
Evolution Wealth Management
Florida
$170M +$33.3M +24% 13.5% 981 17.84%
HP
7017
Harbourvest Partners
Massachusetts
$170M +$69.1M +69% 47.4% 8.96% 6 16.67%
GA
7018
Gordian Advisors
Arizona
$170M +$19.9M +13% 11.4% 67 20.9%
OCA
7019
OEP Capital Advisors
New York
$170M -$24.1M -12% 12.4% 23.2% 1 0%
CA
7020
Chatterton & Associates
California
$170M +$27.2M +19% 13.2% 110 20%
AFM
7021
Aspetuck Financial Management
Connecticut
$170M +$23.9M +16% 19.4% 81 9.88%
JWM
7022
Jackson Wealth Management
Florida
$170M -$802M -83% 12.3% 72.1% 152 46.05%
PCM
7023
Park Capital Management
Wisconsin
$170M +$67.2M +65% 56.2% 175 65.14%
PWA
7024
Providence Wealth Advisors
Illinois
$170M +$12.4M +8% 15.4% 112% 88 13.64%
NWMG
7025
Nicholson Wealth Management Group
South Carolina
$170M -$2.1M -1% 5.83% 120 12.5%