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
SWM
6976
SpringVest Wealth Management
Texas
$144M +$7.51M +6% 73
MCM
6977
Masterton Capital Management
New York
$143M -$39M -21% 25
OC
6978
Opinicus Capital
Florida
$143M -$931K -0.6% 115
PAYA
6979
Phil A. Younker & Associates
Alaska
$143M +$12.9M +10% 38
LAMNM
6980
Longview Asset Management (New Mexico)
New Mexico
$143M -$1.44M -1% 57
DW
6981
Durante & Waters
New York
$143M +$7.41M +5% 33
BWA
6982
Blodgett Wealth Advisors
California
$143M -$1.9M -1% 66
CFG
6983
Cornerstone Financial Group
Nebraska
$143M +$14.1M +11% 73
BCCM
6984
Black Cypress Capital Management
Florida
$143M +$9.94M +7% 32
BF
6985
bLong Financial
Tennessee
$143M -$199K -0.1% 79
WAM
6986
WealthTrust Asset Management
Florida
$143M -$1.13M -0.8% 89
Q
6987
QVR
California
$143M +$60.5M +73% 92
MPW
6988
Magnolia Private Wealth
Pennsylvania
$143M +$6.72M +5% 128
RWIA
6989
Roger Wittlin Investment Advisory
California
$143M -$36.9M -21% 44
YEPX
6990
Yorktown Energy Partners XI
New York
$143M -$52M -27% 4
FCP
6991
Fosse Capital Partners
United Kingdom
$143M -$21.9M -13% 2
SFP
6992
SwitchPoint Financial Planning
Utah
$143M +$4.71M +3% 63
GCWM
6993
Guided Capital Wealth Management
Texas
$143M +$26.1M +22% 42
SWA
6994
Safir Wealth Advisors
New Hampshire
$143M +$1.05M +0.7% 17
POIA
6995
Pin Oak Investment Advisors
Texas
$143M +$2.54M +2% 530
BU
6996
Brown University
Rhode Island
$143M -$26.5M -16% 10
PSB
6997
Piscataqua Savings Bank
New Hampshire
$142M +$14.4M +11% 412
TF
6998
TME Financial
California
$142M +$8.89M +7% 79
API
6999
Asset Planning Inc
California
$142M +$4.13M +3% 305
GFA
7000
Gladwyn Financial Advisors
Virginia
$142M +$2.98M +2% 87