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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 Avg Holding
Period (Yrs)
CPC
7051
CFC Planning Company
Indiana
$171M +$30.9M +22% 24.5% – 88 37.5% 0.9
Guided Capital Wealth Management
7052
Guided Capital Wealth Management
Texas
$171M +$19.4M +13% 10.3% – 37 13.51% 1.1
Alexis Investment Partners
7053
Alexis Investment Partners
Texas
$171M +$25.8M +18% 13.8% – 42 26.19% 1.1
Longview Financial Advisors
7054
Longview Financial Advisors
Alabama
$171M +$7.33M +4% 5.15% 47.4% 162 73.46% 2.1
Ridgeline Wealth
7055
Ridgeline Wealth
Arizona
$171M +$31.3M +22% 13.7% – 61 16.39% 1.1
FIG Financial Advisory Services
7056
FIG Financial Advisory Services
Oklahoma
$171M +$10.8M +7% 7.66% – 107 72.9% 0.3
Strategic Value Partners
7057
Strategic Value Partners
Connecticut
$171M +$37.9M +28% 28.5% – 1 0% 0.5
Invariant Investment Management
7058
Invariant Investment Management
Pennsylvania
$171M +$8.13M +5% 6.08% – 72 8.33% 0.5
Cathy Pareto & Associates
7059
Cathy Pareto & Associates
Florida
$171M +$21.6M +14% 12% – 107 14.95% 1.2
Wilson & Boucher Capital Management
7060
Wilson & Boucher Capital Management
California
$170M +$19.7M +13% 17% 69.8% 122 8.2% 3.5
Banco de Sabadell
7061
Banco de Sabadell
Florida
$170M +$19.6M +13% 12.3% 75.1% 62 1.61% 5.6
Pfizer
7062
Pfizer
New York
$170M -$68.4M -29% 6.77% – 18 5.56% 1.4
NDWM LLC
7063
NDWM LLC
California
$170M +$16M +10% 9.88% – 42 16.67% 1.6
WPG Advisers
7064
WPG Advisers
Maryland
$170M +$34.4M +25% 19.8% – 1,588 9.51% 1.2
Evolution Wealth Management
7065
Evolution Wealth Management
Florida
$170M +$33.3M +24% 13.5% – 981 17.84% 0.7
Harbourvest Partners
7066
Harbourvest Partners
Massachusetts
$170M +$69.1M +69% 47.4% 8.96% 6 16.67% 1.9
Gordian Advisors
7067
Gordian Advisors
Arizona
$170M +$19.9M +13% 11.4% – 67 20.9% 1.4
OEP Capital Advisors
7068
OEP Capital Advisors
New York
$170M -$24.1M -12% 12.4% 23.2% 1 0% 5.5
Chatterton & Associates
7069
Chatterton & Associates
California
$170M +$27.2M +19% 13.2% – 110 20% 0.4
Aspetuck Financial Management
7070
Aspetuck Financial Management
Connecticut
$170M +$23.9M +16% 19.4% – 81 9.88% 1.3
Jackson Wealth Management
7071
Jackson Wealth Management
Florida
$170M -$802M -83% 12.3% 72.1% 152 46.05% 2.5
PCM
7072
Park Capital Management
Wisconsin
$170M +$67.2M +65% 56.2% – 175 65.14% 0.5
Providence Wealth Advisors
7073
Providence Wealth Advisors
Illinois
$170M +$12.4M +8% 15.4% 121% 88 13.64% 5.3
Nicholson Wealth Management Group
7074
Nicholson Wealth Management Group
South Carolina
$170M -$2.1M -1% 5.83% – 120 12.5% 1.4
Community Bank of Raymore
7075
Community Bank of Raymore
Missouri
$170M +$20.4M +14% 14.2% 91.9% 77 5.19% 6.2