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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)
Longview Asset Management (New Mexico)
7326
Longview Asset Management (New Mexico)
New Mexico
$143M -$1.44M -1% 2.39% – 57 17.54% 0.8
DW
7327
Durante & Waters
New York
$143M +$7.41M +5% 2.88% 59.1% 33 3.03% 1.8
Blodgett Wealth Advisors
7328
Blodgett Wealth Advisors
California
$143M -$1.9M -1% 4.03% 150% 66 10.61% 3
Cornerstone Financial Group
7329
Cornerstone Financial Group
Nebraska
$143M +$14.1M +11% 1.06% – 73 6.85% 0.9
Black Cypress Capital Management
7330
Black Cypress Capital Management
Florida
$143M +$9.9M +7% 6.59% – 32 12.5% 1.5
bLong Financial
7331
bLong Financial
Tennessee
$143M -$218K -0.2% 5.54% – 80 12.5% 0.9
WealthTrust Asset Management
7332
WealthTrust Asset Management
Florida
$143M -$1.13M -0.8% 4.02% 102% 89 19.1% 2
CC
7333
Copos Capital
$143M – – 1.57% – 45 – 0
Magnolia Private Wealth
7334
Magnolia Private Wealth
Pennsylvania
$143M +$6.72M +5% 2.83% – 128 21.09% 0.7
RWIA
7335
Roger Wittlin Investment Advisory
California
$143M -$36.9M -21% 1.91% 61.3% 44 18.18% 2.4
Black Maple Capital Management
7336
Black Maple Capital Management
Wisconsin
$143M -$63.5M -31% 1.05% 35.7% 114 42.98% 1
Yorktown Energy Partners XI
7337
Yorktown Energy Partners XI
New York
$143M -$52M -27% 26.4% 105% 4 25% 4
FCP
7338
Fosse Capital Partners
United Kingdom
$143M -$21.9M -13% 6.54% 80% 2 0% 5
SwitchPoint Financial Planning
7339
SwitchPoint Financial Planning
Utah
$143M +$4.71M +3% 3.49% – 63 4.76% 0.8
Spear Advisors
7340
Spear Advisors
New York
$143M – – 14.9% – 21 – 0
Guided Capital Wealth Management
7341
Guided Capital Wealth Management
Texas
$143M +$26M +22% 5.02% – 42 30.95% 0.7
Safir Wealth Advisors
7342
Safir Wealth Advisors
New Hampshire
$143M +$1.05M +0.7% 1.5% 52.1% 17 5.88% 3.4
Pin Oak Investment Advisors
7343
Pin Oak Investment Advisors
Texas
$143M +$2.54M +2% 0.92% 62.7% 530 11.51% 4.1
Brown University
7344
Brown University
Rhode Island
$143M -$26.5M -16% 8.24% 40.1% 10 20% 2.3
Piscataqua Savings Bank
7345
Piscataqua Savings Bank
New Hampshire
$142M +$14.4M +11% 3.97% 96.8% 412 16.99% 3.5
TF
7346
TME Financial
California
$142M +$8.89M +7% 0.82% – 79 13.92% 0.9
Asset Planning Inc
7347
Asset Planning Inc
California
$142M +$4.13M +3% 5.01% – 305 7.21% 0.9
Gladwyn Financial Advisors
7348
Gladwyn Financial Advisors
Virginia
$142M +$2.98M +2% 0.43% – 87 2.3% 0.5
Synergy Financial Group
7349
Synergy Financial Group
California
$142M -$5.98M -4% 0.3% 133% 119 6.72% 2.5
Brandywine Asset Management
7350
Brandywine Asset Management
Pennsylvania
$142M – – 2.29% – 15 – 0