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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
DW
7301
Durante & Waters
New York
$143M +$7.41M +5% 2.88% 33 3.03%
BWA
7302
Blodgett Wealth Advisors
California
$143M -$1.9M -1% 4.03% 124% 66 10.61%
CFG
7303
Cornerstone Financial Group
Nebraska
$143M +$14.1M +11% 1.06% 73 6.85%
BCCM
7304
Black Cypress Capital Management
Florida
$143M +$9.94M +7% 6.59% 32 12.5%
BF
7305
bLong Financial
Tennessee
$143M -$218K -0.2% 5.54% 80 12.5%
WAM
7306
WealthTrust Asset Management
Florida
$143M -$1.13M -0.8% 4.02% 97.9% 89 19.1%
CC
7307
Copos Capital
$143M 1.57% 45
MPW
7308
Magnolia Private Wealth
Pennsylvania
$143M +$6.72M +5% 2.83% 128 21.09%
RWIA
7309
Roger Wittlin Investment Advisory
California
$143M -$36.9M -21% 1.91% 54.1% 44 18.18%
BMCM
7310
Black Maple Capital Management
Wisconsin
$143M -$63.5M -31% 1.05% 35.7% 114 42.98%
YEPX
7311
Yorktown Energy Partners XI
New York
$143M -$52M -27% 26.4% 105% 4 25%
FCP
7312
Fosse Capital Partners
United Kingdom
$143M -$21.9M -13% 6.54% 80% 2 0%
SFP
7313
SwitchPoint Financial Planning
Utah
$143M +$4.71M +3% 3.49% 63 4.76%
SA
7314
Spear Advisors
New York
$143M 14.9% 21
GCWM
7315
Guided Capital Wealth Management
Texas
$143M +$26M +22% 5.02% 42 30.95%
SWA
7316
Safir Wealth Advisors
New Hampshire
$143M +$1.05M +0.7% 1.5% 46.4% 17 5.88%
POIA
7317
Pin Oak Investment Advisors
Texas
$143M +$2.54M +2% 0.92% 62.7% 530 11.51%
BU
7318
Brown University
Rhode Island
$143M -$26.5M -16% 8.24% 37.9% 10 20%
PSB
7319
Piscataqua Savings Bank
New Hampshire
$142M +$14.4M +11% 3.97% 85.5% 412 16.99%
TF
7320
TME Financial
California
$142M +$8.89M +7% 0.82% 79 13.92%
API
7321
Asset Planning Inc
California
$142M +$4.13M +3% 5.01% 305 7.21%
GFA
7322
Gladwyn Financial Advisors
Virginia
$142M +$2.98M +2% 0.43% 87 2.3%
SFG
7323
Synergy Financial Group
California
$142M -$5.98M -4% 0.3% 133% 119 6.72%
BAM
7324
Brandywine Asset Management
Pennsylvania
$142M 2.29% 15
CGF
7325
Constant Guidance Financial
Massachusetts
$142M +$16.9M +14% 1.45% 79.6% 60 60%