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
P2P
5226
Phase 2 Partners
California
$191M +$1.96M +1% 36
WAM
5227
WFA Asset Management
Wisconsin
$191M +$8.1M +4% 267
CWM
5228
Castle Wealth Management
Florida
$191M +$24.5M +15% 125
RCAP
5229
Resolute Capital Asset Partners
Colorado
$191M +$37.9M +25% 64
USB
5230
Union Savings Bank
Connecticut
$191M +$14.9M +8% 310
CFS
5231
CGC Financial Services
Oregon
$191M -$27.2M -12% 388
UAM
5232
Unison Asset Management
Florida
$191M +$20.6M +12% 36
PGDP
5233
Pragma Gestao de Patrimonio
Brazil
$191M +$13.8M +8% 23
CPW
5234
Catalyst Private Wealth
California
$191M -$22M -10% 84
TCM
5235
Tieton Capital Management
Washington
$191M +$13.2M +7% 38
IWMWV
5236
Ironwood Wealth Management (West Virginia)
West Virginia
$191M +$7.96M +4% 22
LWM
5237
Lodestone Wealth Management
Washington
$191M +$17.9M +10% 150
WCM
5238
Wisconsin Capital Management
Wisconsin
$191M +$22.2M +13% 47
VCM
5239
VeriStar Capital Management
New York
$190M +$38.7M +26% 13
SLWA
5240
San Luis Wealth Advisors
California
$190M -$46.2M -20% 61
GAM
5241
Garrison Asset Management
Arkansas
$190M +$9.08M +5% 112
MPPW
5242
Mitchell & Pahl Private Wealth
Oklahoma
$190M +$14.3M +8% 143
BAM
5243
BOS Asset Management
Illinois
$190M +$44.6M +31% 178
GSB
5244
Greenfield Savings Bank
Massachusetts
$190M +$17.4M +10% 150
BWM
5245
Birchcreek Wealth Management
Ohio
$190M +$23M +14% 160
WA1
5246
Wimmer Associates 1
California
$190M +$12.9M +7% 113
BCM
5247
Brookmont Capital Management
Texas
$190M +$11.6M +6% 54
AWM
5248
Altus Wealth Management
Kentucky
$190M +$22.9M +14% 42
LPP
5249
Long Path Partners
Connecticut
$190M -$22.3M -10% 9
MHB
5250
Midwest Heritage Bank
Iowa
$190M +$42.8M +29% 59