Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
P2P
5201
Phase 2 Partners
California
$191M +$1.96M +1% 6.27% 25.2% 36
WAM
5202
WFA Asset Management
Wisconsin
$191M +$8.1M +4% 7.88% 41.1% 267
CWM
5203
Castle Wealth Management
Florida
$191M +$24.5M +15% 6.78% 49.5% 125
RCAP
5204
Resolute Capital Asset Partners
Colorado
$191M +$37.9M +25% 27.1% 424% 64
USB
5205
Union Savings Bank
Connecticut
$191M +$14.9M +8% 9.52% 310
CFS
5206
CGC Financial Services
Oregon
$191M -$27.2M -12% 5.72% 388
UAM
5207
Unison Asset Management
Florida
$191M +$20.6M +12% 16.6% 107% 36
PGDP
5208
Pragma Gestao de Patrimonio
Brazil
$191M +$13.8M +8% 11.1% 83.2% 23
CPW
5209
Catalyst Private Wealth
California
$191M -$22M -10% 3.56% 124% 84
TCM
5210
Tieton Capital Management
Washington
$191M +$13.2M +7% 15% 158% 38
IWMWV
5211
Ironwood Wealth Management (West Virginia)
West Virginia
$191M +$7.96M +4% 4.95% 27.3% 22
LWM
5212
Lodestone Wealth Management
Washington
$191M +$17.9M +10% 8.81% 150
WCM
5213
Wisconsin Capital Management
Wisconsin
$191M +$22.2M +13% 18.8% 145% 47
VCM
5214
VeriStar Capital Management
New York
$190M +$38.7M +26% 10.1% 40.8% 13
SLWA
5215
San Luis Wealth Advisors
California
$190M -$46.2M -20% 10.2% 53.4% 61
GAM
5216
Garrison Asset Management
Arkansas
$190M +$9.08M +5% 9.76% 52.1% 112
MPPW
5217
Mitchell & Pahl Private Wealth
Oklahoma
$190M +$14.3M +8% 7.25% 53% 143
BAM
5218
BOS Asset Management
Illinois
$190M +$44.6M +31% 8.65% 178
GSB
5219
Greenfield Savings Bank
Massachusetts
$190M +$17.4M +10% 10.3% 74.7% 150
BWM
5220
Birchcreek Wealth Management
Ohio
$190M +$23M +14% 8.2% 54.2% 160
WA1
5221
Wimmer Associates 1
California
$190M +$12.9M +7% 9.33% 67.7% 113
BCM
5222
Brookmont Capital Management
Texas
$190M +$11.6M +6% 7.57% 40.7% 54
AWM
5223
Altus Wealth Management
Kentucky
$190M +$22.9M +14% 9.28% 68.8% 42
LPP
5224
Long Path Partners
Connecticut
$190M -$22.3M -10% 3.69% 56.8% 9
MHB
5225
Midwest Heritage Bank
Iowa
$190M +$42.8M +29% 6.66% 40% 59