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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)
Tide Cove Capital Partners
7301
Tide Cove Capital Partners
California
$145M +$14.9M +11% 0.96% – 13 23.08% 0.8
Bank of Marin
7302
Bank of Marin
California
$145M +$3.05M +2% 3.35% 80.3% 135 7.41% 2.7
Exchange Bank
7303
Exchange Bank
California
$145M +$499K +0.3% 3.47% 75.2% 126 5.56% 2.1
HC Advisors
7304
HC Advisors
Georgia
$145M +$2.21M +2% 2.66% 63.5% 62 4.84% 3.4
Amara Financial
7305
Amara Financial
California
$144M +$8.62M +6% 2.66% – 48 6.25% 1.1
Compass Planning Associates
7306
Compass Planning Associates
Massachusetts
$144M +$35.3M +32% 1.25% – 31 9.68% 0.9
BAWM
7307
Bennett Associates Wealth Management
Pennsylvania
$144M +$6.52M +5% 1.4% 51% 62 32.26% 1
Ridgeline Wealth
7308
Ridgeline Wealth
Arizona
$144M +$8.72M +6% 2.96% – 54 9.26% 0.8
Impact Investors
7309
Impact Investors
California
$144M -$7.68M -5% 1.06% – 103 9.71% 0.9
Cornerstone Select Advisors
7310
Cornerstone Select Advisors
Missouri
$144M +$8.12M +6% 5.56% – 124 16.94% 0.8
Teton Advisors
7311
Teton Advisors
New York
$144M -$18M -11% 2.2% 139% 164 8.54% 9.3
Cornerstone Wealth Partners
7312
Cornerstone Wealth Partners
Michigan
$144M – – 2.38% – 17 – 0
Cathy Pareto & Associates
7313
Cathy Pareto & Associates
Florida
$144M +$11.5M +9% 3.22% – 94 6.38% 0.9
Campion Asset Management
7314
Campion Asset Management
Virginia
$144M +$3.18M +2% 2.37% 70.2% 83 3.61% 4.1
Occam Crest Management
7315
Occam Crest Management
Connecticut
$144M -$20.4M -12% 11.4% – 34 26.47% 0.2
FSA Advisors
7316
FSA Advisors
Michigan
$144M +$17.6M +14% 1.31% – 245 55.51% 0.7
Shepherd Wealth Management
7317
Shepherd Wealth Management
Ohio
$144M -$6.64M -4% 0.82% – 49 24.49% 0.6
Dahring Cusmano
7318
Dahring Cusmano
Michigan
$144M +$5.36M +4% 1.59% – 53 7.55% 0.9
Brickwood Asset Management
7319
Brickwood Asset Management
United Kingdom
$144M +$940K +0.7% 5.37% – 11 45.45% 0.4
Stoneridge Investment Partners
7320
Stoneridge Investment Partners
Pennsylvania
$144M -$2.12M -1% 0.06% 44.2% 167 51.5% 1.4
Aspire Growth Partners
7321
Aspire Growth Partners
Florida
$144M +$6.79M +5% 3.68% – 126 8.73% 0.9
SWM
7322
SpringVest Wealth Management
Texas
$144M +$7.51M +6% 1.23% – 73 10.96% 0.8
Masterton Capital Management
7323
Masterton Capital Management
New York
$143M -$39M -21% 2.88% 1.94% 25 28% 1
Opinicus Capital
7324
Opinicus Capital
Florida
$143M -$931K -0.6% 3.94% 129% 115 16.52% 1.5
PAYA
7325
Phil A. Younker & Associates
Alaska
$143M +$12.9M +10% 0.87% – 38 18.42% 0.7